Welcome to the Willing Wisdom Index
The Ultimate Estate Planning Checklist
The Most Important Ten Minutes of your Life
- The detailed checklist you are about to receive is your personal guide to a more complete estate-plan.
- After filling out your Checklist you’ll receive a personalised to-do list.
- Use this to-do list to make important decisions before meeting with your adviser / will specialist.
This checklist is your guide to a will and wishes plan that reflects your personal aspirations. Imagine already knowing much of what you want included in your will before visiting your adviser / will specialist? We all know that saving time means saving big on legal costs.
You can do this! This checklist is not an IQ test or a personality test. In fact it’s not a test at all. It’s not a competition either. Rather, your custom to-do list will give you a step-by-step roadmap to improve your estate plan.
There is a high probability that the more items on your to-do list the more you will save in legal fees. Answering the questions truthfully can pay you bigger dividends.
We make this easy because NO-ONE WILL SEE YOUR TO-DO LIST BUT YOU.