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Estate Planning Health Check
Take control of your future. Use this health check to give direction to your preparations and make sure you're on the right track.
It takes less than 5 minutes
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How Does it Work?
Rate your estate planning in 7 key areas.
View your overall estate planning health and our thoughts on how to improve.
We’ll send you an email with your results.
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Your Will is the cornerstone of your estate plan and must be kept up-to-date. Take this opportunity to review your Will if you have one already, and if not, don't delay in seeking advice from an estate planning professional.
Perhaps you haven't reviewed your Will recently or you're unsure if it best reflects your wishes. Take this opportunity to schedule a meeting with an estate planning professional like Ulton.
Well done! An up-to-date and well-organised Will is the cornerstone of your estate plan. Nevertheless, take this opportunity to review your Will and consider any necessary changes.
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Power of Attorney (POA) is a critical consideration in estate planning and shouldn't be taken lightly. Think about who could be suitable as your power of attorney, whether you should appoint a second POA, and whether a General or Enduring POA is best for your estate planning arrangements. You should seek advice from an estate planning professional to ensure that you have a current, valid POA in place.
You may have appointed Power of Attorney within your estate plan, however, you may be uncertain whether your current arrangement is best for your circumstances. An estate planning professional like Ulton can help you navigate important POA decisions, such as whether you should appoint a second POA, and whether a General or Enduring POA is best for your estate planning arrangements.
Great, you're confident that your appointed Power of Attorney arrangements are best-suited to your estate plan. Remember to review your POA arrangements periodically to ensure they remain up-to-date with your wishes.
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Including arrangements for funeral expenses within your estate plan can put your mind at ease that your family won't face unneeded stress at what will be a difficult time. Take this opportunity to contact an estate planning professional like Ulton to discuss how you can plan for funeral expenses.
Your estate plan may have some considerations for funeral expenses, but you may be unsure whether they're adequate for your wishes. Take this opportunity to consider different types of funeral funding, such as bank/term deposits, pre-paid funerals, bonds and funeral insurance.
Your estate plan includes funeral funding arrangements that are best-suited to your wishes. You've explored different funding options such as bank/term deposits, pre-paid funerals, bonds and funeral insurance, and have chosen an option that aligns with your circumstances.
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While it's not dealt with under your Will, superannuation is an important asset to consider within your estate planning. Take this opportunity to contact an estate planning expert like Ulton to discuss your options.
When it comes to the management of your superannuation after your passing, you're not 100% whether your arrangements are effective. Take this opportunity to contact an estate planning professional like Ulton to clarify your strategy.
Well done, you're confident that your superannuation will be managed effectively after your passing. If you have any Binding Death Benefits Nominations (BDBNs), remember that these often must be resubmitted if your personal circumstances change.
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You do not have adequate insurance cover in place, and this can be a valuable tool for estate planning equalisation and to ensure that your family's needs are met in the event of your death, or disablement. Take this opportunity to consult with a wealth manager today.
You may have some insurance in place, however, you may be unsure if it is adequate for your needs. Take this opportunity to have your insurance portfolio reviewed by a wealth manager.
Your estate plan includes insurance arrangements that help to fulfil your wishes.
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An Advance Health Directive (AHD) can be an important component of your estate plan and clarify your health wishes to reduce the burden for your Power of Attorney. Take this opportunity to discuss your AHD arrangements with an estate planning professional like Ulton.
You may have an Advance Health Directive (AHD) within your estate plan, although you may be unsure whether it's up-to-date or effectively outlines your health wishes. Take this opportunity to review your AHD arrangements with an estate planning expert like Ulton.
Great, your estate plan includes an Advance Health Directive (AHD) that will remove the burden from your Power of Attorney.
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Estate planning can be complicated, so it's important that your arrangements have been reviewed by a professional. At Ulton, we're passionate about helping clients to review and implement estate plans that align with their wishes and result in financially effective transfers of wealth. If you need help with any aspect of your estate planning, we'd love to help!
Your estate plan shouldn't be set-and-forget. At Ulton, we're passionate about helping clients to review and implement estate plans that align with their wishes and result in financially effective transfers of wealth. If you need help with any aspect of your estate planning, we'd love to help!
Good job, your estate plan has been recently reviewed by a trusted professional. If you'd like any additional assistance with any aspect of your estate planning, we're here to help.
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