1. Expertise: Practitioners have extensive knowledge and experience in legal and financial matters related to estate planning. We can provide personalised advice and guidance based on a person’s unique circumstances and goals.
2. Reduce stress: Estate planning can be complex and confusing, and it can be stressful for clients to navigate the process on their own. A practitioner can help to reduce stress by providing expert guidance and handling the legal documents.
3. Avoiding legal issues: A poorly written Will or estate plan, can lead to legal issues, such as contested Wills or invalid trusts. Practitioners can help to avoid these issues by ensuring that a person’s estate plan is legally valid and compliant.
4. Save money: A practitioner can help to identify opportunities to save money through tax planning and other strategies. Additionally, by avoiding legal issues or mistakes, clients can save money on legal fees and court costs.
5. Ongoing support: Practitioners are able to offer ongoing support to clients, ensuring that their estate plan remains up to date and relevant. This can provide peace of mind that a family’s financial and legal affairs are in order.
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