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Step 1: Create an estate plan

The first step is to create a holistic estate plan, put a valid will in place and discuss your intentions with your loved ones. An estate plan includes your will and other key documents that detail how you would like your assets distributed after your death.

Step 2: Get your banking and finances in order

Paperwork can mount up over the years. Consider reviewing bank accounts, insurance policies, superannuation or pension details, Medicare and health insurance and other, similar financial records.

Step 3: Safeguard your future decision-making

It can be easy to take your ability to make decisions for granted - that is, in the event it’s taken away, either by some sort of accident or an illness such as dementia.

Step 4: Talk about your funeral plans and wishes

Consider documenting your wishes and ensure this is separate to your will, as decisions about your final send-off will need to be made prior to your will being executed.

Step 5: Seek expert advice & regularly review your plans

If you have substantial assets, it’s best to seek the advice of experts to ensure your wishes are accurately reflected in the legal documents that form your estate plan.