Using a trust in your Will

Why you need a Financial Life File Organiser

The Master of the High Court will require your ORIGINAL LAST WILL AND TESTAMENT, together with a list of important documents.

Therefore, all important estate planning documents should be kept in one place, where you, your family, the executor and/or trustees of your estate can readily find them.

Download the Financial Life File Organiser to help you organise and store these documents for easy access for yourself and, after your death, for your loved ones.

Speak to a qualified financial advisor to learn more