05 December 2024

The Vicca Podcast

45. Preparing for Your Estate Planning Appointment: What You Need to Know

Getting ready for an estate planning appointment can feel overwhelming, but it doesn’t have to be. In this episode of the Vicca Law Podcast, I’ll walk you through everything you need to bring and consider to make your first estate planning appointment straightforward and productive. From gathering key documents like your identification, superannuation details, and existing wills, to thinking about your legacy, family dynamics, and any lingering questions, we’ll cover it all. The goal is to ensure you feel prepared, confident, and clear about the steps to take in protecting your assets and loved ones.

Don’t miss this episode, where we break down everything you need to know to confidently prepare for your estate planning appointment and protect your legacy.

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Visit our website www.viccalaw.com.au to download our FREE Guide on 5 Things you NEED to know about Estate Planning!

Ready to take the next step? Call us on 07 3138 9940 or visit our website www.viccalaw.com.au to book a FREE consultation.

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