Soteria wrote my Will back in 2020. By going through the process you don't initially realise the implications of not having a Will; to me, once I understood, they were scary!
I've made it a priority to spread the absolute need for professional and effective estate planning.
Having come from the corporate world where decisions can take ages, it's refreshing to come across individuals and families that once they "get it" press forward as the implications of dying intestate (without a Will) can cause additional chaos to already grieving families.
From a tax perspective, people get very hung up on the returns they see from their investments but completely ignore the need to plan for the succession of those hard-earned returns once they die.
Soteria Planning offers considered, professional advice on how best to craft your Will and maximise your estate planning requirements.
In my view, where there's a Will, there's a plan!
I look forward to talking with you soon.