Once your consultation and implementation process with us is complete, we offer you a Succession Directory.
- It houses the A-Z of all things related to your succession plans, which includes copies of your will, partnership agreements, insurances, deeds and others.
- It is a comprehensive record for you to keep – it clearly sets out your intentions, plan of action and all of the measures and contingency plans you’ve put in place.
- It is a great starting point for family discussions, allowing you to help explain what you’ve done and why.
Ask us more about what your Succession Directory would look like.