Invalid Wills | Always Check You Have What You Think You Have

Written on the 11 April 2011 by G. Dean McKinnon

We have always believed the key to successful financial planning is completing a detailed data collection.

Undergoing a comprehensive audit of your current circmstances will enable us not only to provide an accurate assessment of your ability to achive your financial goals, but it also ensures you actually have what you thought you had.

As part of a recent data audit, we were reading a client's will and discovered the client was leaving the whole of his estate to himself in the event of his death. This was obviously a mistake and was easily corrected by the law firm which had prepared the will, but had the client died his will would have been invalid and could have caused unnecessary delay in the distribution of his assets to his family.

Contact us if you require a comprehensive financial plan assessment.