Savart One · Will & estate planning
Plan for the people who matter.
Your home, savings and investments have a place in your family’s future. Start a will and estate planning conversation with Savart One.
Make your wishes easier to discuss.
Over the years, your finances may spread across bank accounts, a home, investments and a business. Family members may not know where everything is or what you would want.
Will and estate planning is part of the Savart One service line. Begin by organising what you own, who depends on you and the questions you want to resolve. It gives the conversation a clear starting point, even if you have never discussed these matters before.
What to bring into the conversation.
A picture of what you own and owe
List the assets and liabilities you want the discussion to cover, including property, investments, loans and business interests where relevant.
Your family and your wishes
Think about the people you want to provide for, their circumstances and any responsibilities that need particular care.
Records and existing arrangements
Bring questions about your existing will, nominations and family documents. A legal professional can explain how the relevant arrangements apply to your situation.
Changes in your circumstances
A new property, a change in family responsibilities or a business interest may give you fresh questions. Note what has changed since you last considered your plans.
A starting point for your family.
Perhaps you have bought a home, become a parent or taken on responsibility for your parents. You do not need a finished document to begin asking the right questions.
Have I made a complete list of the assets I want to plan for?
What do I want my family to understand about my wishes?
Which documents and decisions should a legal professional review?
A clear starting point.
Savart One is a tailored, team-led service. The first conversation helps establish the support you need.
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Tell us what you want help with
Start with your situation and the questions on your mind. Bring the documents and figures you already have.
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Talk through your priorities
Discuss the planning support you need and which questions call for a specialist.
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Plan your next steps
Work with the team on the information to gather, the decisions to make and how to follow up.
A little preparation helps.
- A broad list of assets and liabilities
- The family responsibilities you want to provide for
- Details of any existing will or estate arrangements
- Questions about who should be involved in the planning
Keep your call request to a broad overview. The team will explain how to share any documents securely.
A few useful answers.
Can I begin if I have never made a will?
Yes. Start by explaining your family situation, the assets you want to plan for and the questions on your mind. You do not need a draft will to make an initial enquiry.
Is will drafting included in Savart One?
Will and estate planning is a Savart One planning area. Confirm whether your agreed scope includes drafting, legal review or execution support, who provides it and the applicable fees.
Do I need to share confidential documents to enquire?
Begin with a broad description of what you need. The team will explain how to share any necessary documents securely after the initial enquiry.
What if I already have a will?
Tell the team about it and explain what has changed or what you want to understand. Any legal review or amendments need to be agreed with the appropriate professional.
Bring the questions on your mind.
Speak with the team about will & estate planning and the Savart One services that fit your needs.