Digital Asset Checklist

Do you understand why and what Digital Assets you will need to pass on access and control of to your trusted people in an emergency or death? This checklist will guide you to understand and list your most important digital assets, accounts, and devices. Download your copy now!

Our Process

Once you become a client of Head and Heart Estate Planning, we help you move through the Estate Planning process in a way that achieves both:

• Efficiency: so that we can put the right plan in place as quickly as possible and remove the risks of it not being done ; and

• Thoughtfulness: so that the right strategies (both legal and non-legal, head and heart) are considered and put in place for your loved ones.

We have created this handy flowchart that sets out Our Process, with all of the links you’ll need to make appointments with me along the way.

First meeting

We have created this handy First Meeting Checklist to help you get the most out of your first meeting with us, or any Estate Planning lawyer.

The Checklist covers eight of the most common questions your lawyer will ask you. Being able to answer these questions in that meeting (or ahead of time) will help your lawyer tailor and recommend the best strategies for your circumstances.

Insurances

For many of my clients adequate insurance is an important ingredient in providing a “loving and secure” future for your children, if the worst were to happen to you or your partner.

Use this Insurances Checklist to assess whether your current insurances are aligned with the future you’d like for your loved ones if you or your partner were to become unable to work, or pass away.