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the IPW Code of Practice
Our Services Asset Valuation
To get the maximum benefit from our meeting, it would be beneficial if you complete the Asset Valuation Guide . Click here to download a copy of the guide in Adobe Acrobat format. Click here to download Free Adobe Acrobat Reader.List and total all of the assets that make up your estate, including property, life insurances, savings and investments and any debts.
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List the names and addresses of your chosen executors, and guardians who will look after your children under 18. You should ask them first but remember, Peace of Mind wills can provide them with guidance. |
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Give thought to any gifts you would like to leave to specific people or charities. Think about the beneficiaries, and if they should die in your lifetime, reserve beneficiaries. Consider any funeral requests that you may have. |
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