MY PROSPERITY ESTATE PLANNING REDEFINED
Don’t wait until it’s too late to get your affairs in order
Are you one of the 50% of Australians who don’t have a will? We can help. Use the wealth portal’s estate planning features to get organized.
Organise your estate
Keep your finances up to date and upload your latest will and insurances so your loved ones know exactly where to find them. Your wealth portal’s Protection area helps you keep track of all your estate planning documents.
If needed, speak to a professional
Should you have more complex estate planning wishes - overseas beneficiaries, a family trust, etc. - the Will Wizard will notify your finance professional, so they can introduce you to a specialist law firm.
Get a will from the experts
Don’t have a will? The Will Wizard asks a series of simple questions to assess your estate planning needs, then generates a will for you and your spouse from a template provided by estate planning law firm, View Legal.
Give your loved one’s peace of mind
Once everything is in place, generate an Executor Kit - a summary document outlining your wishes and estate - so your executor has everything they need to carry out your will.
GET YOUR FINANCES IN ORDER
My Prosperity is a part of Aspire Now My Personal Wealth Manager Suite of Services
ASK US ABOUT THIS!!
If you want to know more please do not hesitate all the Aspire Now team on 07-38998062 for assistance.
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Mr. Carlos Rodriguez - Principal at Aspire Now
For more inquires please contact:
T: (07) 3899 8062
M: 0411 153 784