Last Will and Testament
The most important document you will ever sign…
Your Last Will and Testament is the most important document you will ever sign, ensuring your loved ones are taken care of and that their pain is eased. Affinity Wealth has partnered with one of the country’s leading Will providers and executors to assist all our clients who require a Will.
Working with Affinity Wealth, this partnership offers a Free Will facility to our clients. The process will involve working with a professional consultant who will sit with you (virtually or in person) and gather all the relevant information that is required to draft an enforceable Will, all completely FREE.
Based on the information that you provide; all the potential costs related to your estate management will be calculated. These could include Executor Fees, Testamentary Trust Fees, Transfer Fees and Immediate Expenses. Once this information has been gathered and analysed, you will be offered a plan that would cover some of these potential costs at a nominal monthly amount. You are under no obligation to take out this plan and can choose to only make use of the Free Will facility.
It goes without saying that your Will forms the basis of your personal financial planning. You have worked so hard to get to where you are in your life, it’s only right that you ensure that your assets, savings and belongings go to the people you care about the most.