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Insight Centre

Welcome to the Insight Centre

Whether you're just starting to think about your estate or looking for clarity on a specific topic, our Insight Centre is here to support you. Inside, you’ll find a collection of easy-to-follow guides, helpful articles, and downloadable tools designed to make estate planning simpler, clearer, and more manageable. We believe informed decisions start with trusted information — and this is your place to find it.

Wills

A Guide to Letters of Wishes: Informal Guidance...

When planning your estate, much of the focus is on legal documents like Wills and Trusts. But there’sanother important tool that can quietly shape how your wishes are carried out:...

A Guide to Letters of Wishes: Informal Guidance...

When planning your estate, much of the focus is on legal documents like Wills and Trusts. But there’sanother important tool that can quietly shape how your wishes are carried out:...
Sideways Disinheritance: How to Protect Your Ch...

When families blend, so do their financial lives — but without careful planning, the inheritance you intended for your children could end up somewhere else entirely. This is known as sideways disinheritance,...

Sideways Disinheritance: How to Protect Your Ch...

When families blend, so do their financial lives — but without careful planning, the inheritance you intended for your children could end up somewhere else entirely. This is known as sideways disinheritance,...
What Makes a Will Legally Valid? A Simple Guide...

The Will Must Be in Writing Your Will must be written down – either typed or handwritten. It doesn’t have to be on paper, but it must be a physical...

What Makes a Will Legally Valid? A Simple Guide...

The Will Must Be in Writing Your Will must be written down – either typed or handwritten. It doesn’t have to be on paper, but it must be a physical...

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Lasting Power of Attorney

Co-Ownership and Severing Tenancy: What It Mean...

Understanding the difference between Joint Tenants and Tenants in Common — and why it matters when planning your legacy. Why Co-Ownership Matters in Estate Planning Many people jointly own property —...

Co-Ownership and Severing Tenancy: What It Mean...

Understanding the difference between Joint Tenants and Tenants in Common — and why it matters when planning your legacy. Why Co-Ownership Matters in Estate Planning Many people jointly own property —...
Replacement Attorneys: What Happens If Your Ori...

When you make a Lasting Power of Attorney (LPA), you can name replacement attorneys. These are individuals who step in if one or more of your original attorneys are no...

Replacement Attorneys: What Happens If Your Ori...

When you make a Lasting Power of Attorney (LPA), you can name replacement attorneys. These are individuals who step in if one or more of your original attorneys are no...
Revoking a Lasting Power of Attorney

A Lasting Power of Attorney (LPA) is a legal document that allows an individual (the donor) to appoint one or more trusted people (known as attorneys) to make decisions on...

Revoking a Lasting Power of Attorney

A Lasting Power of Attorney (LPA) is a legal document that allows an individual (the donor) to appoint one or more trusted people (known as attorneys) to make decisions on...

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Trusts

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Planning for a Blended Family: Estate Tips for ...

Addressing stepchildren, previous spouses, andensuring fairness Why Estate Planning Is Different for BlendedFamilies Modern families come in many forms — secondmarriages, stepchildren, and shared assets fromprevious relationships. While love may...

Planning for a Blended Family: Estate Tips for ...

Addressing stepchildren, previous spouses, andensuring fairness Why Estate Planning Is Different for BlendedFamilies Modern families come in many forms — secondmarriages, stepchildren, and shared assets fromprevious relationships. While love may...
Trustees Explained: Who Should You Choose and Why?

Helping you choose the right people to manage your Trusts with care and confidence. What Is a Trustee?A Trustee is the person (or people) responsible for managing the assets held...

Trustees Explained: Who Should You Choose and Why?

Helping you choose the right people to manage your Trusts with care and confidence. What Is a Trustee?A Trustee is the person (or people) responsible for managing the assets held...

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Probate

Digital Legacy: What Happens to Your Online Life?

Planning for your digital assets alongside your estate In today’s world, our lives are increasingly online — from treasured family photos to banking apps and social media profiles. But have you ever...

Digital Legacy: What Happens to Your Online Life?

Planning for your digital assets alongside your estate In today’s world, our lives are increasingly online — from treasured family photos to banking apps and social media profiles. But have you ever...
Why Probate Takes So Long — and How to Avoid th...

What causes delays and how smart planning can make things easier for your loved ones Why Probate Takes So Long — and How to Avoid the Delays When someone passes away, families...

Why Probate Takes So Long — and How to Avoid th...

What causes delays and how smart planning can make things easier for your loved ones Why Probate Takes So Long — and How to Avoid the Delays When someone passes away, families...
How Trusts Help Avoid Probate Delay

Reduce stress and waiting times with lifetime planning When someone passes away, their estate usually goes through a legal process called probate — wherethe Will is verified and assets are...

How Trusts Help Avoid Probate Delay

Reduce stress and waiting times with lifetime planning When someone passes away, their estate usually goes through a legal process called probate — wherethe Will is verified and assets are...

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