Fiduciary Services


Having an updated will is extremely important. It is advisable to make this part of your financial planning process as this will ensure that your financial plan and last will and testament “work together” and offer the same outcome on your death.

There is a saying: “An outdated will can be more dangerous than no will at all”. This is especially true when it comes to the protection of assets for your financial dependents. Kindly ensure your will is reviewed on a regular basis, especially if you had any major life changing events; such as marriage, divorce, birth of children, death of dependents etc.