Phoenix is independent and contracted to four of the leading fiduciary service providers in the country. Like with any product, we can select the provider that best serves your needs.
We recommend a joint meeting with you and your spouse or partner. Both of you require a Last Will to protect each other and your children. Young adults, remember you have fundamental rights, and you need a Last Will irrespective of the value of your Estate.
The Basics
- Do you want to be buried or cremated?
- Do you want to be an organ donor?
- Do you want a Living Will and decide upfront in which circumstances would you refuse medical treatment when you cannot communicate?
Information we would need
- You will need your Estate values, for example, assets values of property, business interests, life cover, shares, investments, group life, retirement provisions, as well as amounts owing, in other words, liabilities.
- Who will inherit from you? We will need information like name and surname, date of birth or ID numbers and contact details.
- Special bequests relating to specific assets, such as property, cash amounts, family heirlooms or items of tangible value.
- If you have minor children, who do you want to act as Trustees, and who do you wish to nominate as Guardians. We have a special educational video on helpful tips to select Guardian/s. So, head off to our YouTube page to access additional resources.
How can Phoenix support you?
We are proud of our handholding approach providing expert advice throughout the process. In addition, we offer free consultations to the appointed trustees and guardians. The reason, all parties need to understand their roles and responsibilities.
In addition to receiving your signed Last Will, you also receive a document of helpful guidelines to assist surviving family members with the initial steps after your passing.
Phoenix can help you customise and finalise your Last Will. Consultations, drafting and changes are at no cost, and conducted in the privacy of your home or virtually.
Complete your details on the contact section on your right for a no-obligation free consultation.
Author: Clayton Samsodien
Group CEO
DISCLAIMER
This blog does not constitute financial advice. The content is intended to provide information for educational purposes. We recommend that interested parties contact Phoenix at the contact details listed or their financial advisors for a comprehensive review and needs analysis followed by the required record of advice.