• The basics you need to prepare before setting up a Will or Trust
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Progress

Your Will: Complete the planning

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Your Will: Agree roles and responsibilities

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Your Will: Get it done

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Key Takeaways

  • Choose your executor/trix wisely
  • Be aware that you can choose separate guardians and financial guardians for dependents 
  • If your affairs are straightforward, it's practical to do-it-yourself
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