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Estate Blueprint Masterclass: Grow and Preserve your Generational Wealth through Will Writing
Introduction
Welcome! (0:37)
What is a Last Will and Testament?
Importance of having a valid Will
Common Misconceptions about Estate Planning
The Fundamental Parts of a Will
The Testator
The Heading
The Introduction & Revocation
Appointment of Executor and Trustee
Appointment of Guardian
The Beneficiaries
The Legacy: Gifts, Digital Assets & Residuary
The Funeral and Special Wishes
The Attestation Clause: Signing and Witnessing
The Witnesses
Sampe Last Will & Testament
The Power of Trusts for Wealth Preservation
Trusts
Importance of Trusts & Trustee Powers
Types of Trusts
Discretionary Trust
Trustee Powers
The STEP provisions (UK)
Estate Planning
Estate Valuation
Gathering relevant information and documentation
Writing clear Provisions and Clauses
Incorporated Documents
Common Mistakes to avoid in Estate Planning
Legal Considerations
Potential Legal Challenges to your Will
Storage
Additional Resources (PDF)
Sample Basic Will Template
SEV form (UK residents)
Basic Terminology
Common Mistakes to avoid in Estate Planning
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