what is succession planning?
“I Just Need a Will...”
Most people begin their estate planning journey by saying, “I need a will.” And that’s a great start, but a Will alone might not cover everything.
Here’s what your Will can’t do:
It doesn’t give anyone authority to act while you’re alive but incapacitated
It doesn’t control superannuation or jointly owned property
It may not protect vulnerable family members or blended family dynamics
That’s where succession planning comes in.
Download our free guide to learn more about succession planning.