What is an estate plan?

An estate plan is a detailed strategy that outlines how your assets will be managed, protected, and distributed throughout key life events, including retirement, incapacity, or death.

It involves legal documents such as wills, enduring powers of attorney, and trust arrangements that dictate how you wish to be cared for if you become unable to make decisions and how your assets will be handled during and after your lifetime.

The primary purpose of an estate plan is to ensure your wealth and assets are managed according to your wishes and protected against unforeseen circumstances.