Page 3 - Soteria Online Brochure updated 2023 JAN FINAL
P. 3
Information needed for your Will
Executor Details
Legal Guardians
Other information needed
Beneficiaries
Firstly any debt and Testamentary expenses need to be paid Would you like to gift any specific personal items?
Would you like to make any cash gifts to anyone?
Estate distribution
-1st level?
-2nd level?
-3rd level if required?
Do you require any trusts?
-Protected Property Trust -Vulnerable Persons Trust -Discretionary Trust
-Business Property Relief Trust
