Episode 49: Letter of Wishes - from the Heart

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Whilst an Estate Plan is made up of legal documents such as a Wills and Powers of Attorney, you also have the ability to leave your more personal and intimate instructions to your Executors, Guardians of Children and/or Beneficiaries.


This document is called a Letter of Wishes.


Lucy Percy is a lawyer and is the owner of Head and Heart Estate Planning. Lucy explains the importance of the Letter of Wishes to better assist those that you are relying upon.


Lucy gave some great examples for 3 specific groups of people:


1. Young Families

2. Blended Families

3. Families with adult children


Head and Heat Estate Planning

https://bit.ly/3yUGDxG


Lucy's Online Estate Planning Course $149

https://bit.ly/2XpvuXE

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Episode 50: Investment Bonds - an Estate Planning tool

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Episode 48: The Power of the Testamentary Trust