45. Preparing for Your Estate Planning Appointment: What You Need to Know
Getting ready for an estate planning appointment can feel overwhelming, but it doesn’t have to be. In this episode of the Vicca Law Podcast, I’ll walk you through everything you need to bring and consider to make your first estate planning appointment straightforward and productive. From gathering key documents like your identification, superannuation details, and existing wills, to thinking about your legacy, family dynamics, and any lingering questions, we’ll cover it all. The goal is to ensure you feel prepared, confident, and clear about the steps to take in protecting your assets and loved ones.
Don’t miss this episode, where we break down everything you need to know to confidently prepare for your estate planning appointment and protect your legacy.
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