A Comprehensive Will is an elaborate testamentary document that is suitable for very large or complex estates or family relationships.
All asset types whether landed assets, bank accounts, investments, shares, insurance policies (including Group Life Insurance by employers), gratuity, Retirement Saving Accounts (RSA) with PFAs can be included in a Comprehensive Will.
Who needs this?
Are you concerned about how your assets will be distributed?
Do you own property or significant assets that you want to specify in your will?
This Estate Plan is for you!
BENEFITS
Enables you direct how your assets are distributed.
It helps preserve family wealth by directing the timing and manner of distributions.
Minimizes potential disputes by beneficiaries.
Allows for the establishment of testamentary trusts, providing sophisticated control over the timing and conditions of asset distribution.
Talk to a trust advisor now
“For more information regarding setting up a Comprehensive Will, please contact us today.”