ESTATE ADMINISTRATION PROCESS - Rockwills Will Writing

1.The following questions will help you prescribe the most appropriate solution. lf you are just toying around the idea of Trust, then use the first 5 questions to determine what you actually wants to achieve through Trust.

2.If you have a significant value of both movable and immovable, then you can run through questions number 6 to 13 to establish if you as a Testator has a need to set up a Living Trust or appointing BHLB Trustee as the sole Executor in your Will can safeguard your objectives.

1) Why you wants to set up a Trust ?

2) For whom you wants to set up the Trust ?
3) Which point in time he wants the Trust to operate ?
4) Have you determined how much funds or which property you wants to place under the Trust to achieve your objective?

5) If it is a property that you wants to place under the Trust, is the property fully paid or still under a bank loan ?

6) If you are a business person, to what extend have you become personally liable for your business? Are you worried that your business liabilities will overtake your personal assets someday?

7) Will your appointed executor/trustee have the ability and experience to act ?

8) Are you sure your assets will not be inadvertently mixed with his ?

9) Could the collection of your assets be delayed or hindered due to technicalities ?

10) Will your assets be readily available when due for distribution to your beneficiaries ?

11) Is your appointee, the most appropriate person to rely on to structure and manage an investment portfolio in your absence?

12) Are there adequate safeguards to protect your beneficiaries' interest and inheritance?

13) Is there any guarantee that in your absence your investments will not be utilised to benefit someone other than your intended beneficiaries ?

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