Get Your Will and Estate Documents in Order

Four documents decide what happens to your family and your money if you die or cannot act for yourself, and a will is only one of them.

Pensions and life insurance usually follow the nomination you filed years ago, and the will has no effect while you are alive in hospital. Without a will, the law where you live decides who inherits, and in some countries it also limits what a will can change.

This course shows what each document decides, what happens by default where you live, and how to keep the will and every nomination saying the same thing. It covers powers of attorney and healthcare directives for the years you are alive, what probate involves, and when a trust earns its cost. The principles hold in most countries, with US, UK and EU rules as labelled examples.

You walk away with four names chosen with a backup each, a sheet of every nomination you hold, a list of what your local rules do by default, and a signing appointment booked with a local lawyer or notary.

Who it's for

New parents: want a guardian named and the money routed to the right people.

Anyone with a pension, a home or a partner: need the will and every nomination to say the same thing.

Adult children of ageing parents: want a power of attorney and a healthcare directive signed while their parents are well.