Will & Trust Planning for Families

Writing a will is just the beginning. Without a complete estate plan, common oversights can expose your family to risks you never anticipated.

This session covers what truly comprehensive estate planning looks like:

1. The Importance of a Will — Why planning matters. Understand why a will alone may not be enough, and what else needs to be in place to protect your family's future.
2. Planning Ahead to Protect Your Legacy. We'll walk through real-world scenarios — joint accounts, asset distribution, trust structures — so you leave with a clear picture of what to do next.
3. Personalised Guidance — Option for private 1-on-1 consultation available. Speak directly with our will writer after the session to get your will set up properly.

Join us for an informative and actionable session, with lunch provided!

Brought to you by: JT Group & WealthDex

Know what’s Happening Next — before everyone else does.

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Host or Publisher WealthDex