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It’s 2021 at last, and we’re back in a national lockdown. The perfect opportunity to run through all those jobs that get put aside every year for a time when it’s a bit quieter…

And one of those jobs is surely getting your estate planning affairs in order. Whatever your age or stage of life, putting the right arrangements in place and then reviewing periodically can give you the confidence that your final wishes will be communicated your way, with people you choose.

So….an estate planning to-do list is in order!

Our sister company identity Resource has published a blog about goal setting that might help Read more here 

1. Research

Take a little bit of time reading blogs and info to find out a bit more about what estate planning is, what it does for you, and what you need to do. We’ve put together a guide here to get you started. 

2. Get a Notepad. No really!

There’s a lot to consider, understand, and record. Keep it all in one place. It’ll make your life easier later on. 

3. Record your assets

Make a record of everything that you have. Include financial assets including money and property, business interests, shares, etc. But also include personal belongings that have value to you. This doesn’t have to be 100% accurate at this point- you can sharpen it up later on.

4. Make a note of who you might want to leave things to

Take a note including family members and loved ones to who you would like to leave things. You can update this over time as people come into and leave your life. 

By the end of this list, you should have all of the information that you need to start looking for the right estate planning consultant to help you take the next steps.

5. Consider your children

If something were to happen to you, think about who you would want to be responsible for their upbringing, and what you would like to leave for them to make sure that they can grow into the people that you would have brought up yourself.


Top 5 Estate Planning Mistakes to Avoid

Some estate planning mistakes are inevitable, after all, it can be a complicated process. However, you don’t want to take a chance on making a permanent mistake in your estate planning documents. You’…

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In Part #2 we’ll look at the things that you need to do to take the next steps and complete the estate planning process.