Meet Linda

Linda had always intended to “get everything in order,” but like many people, the task kept moving down the list. With family commitments and a busy life, it was easy to assume there would always be time later.

A change in circumstances made her reconsider.

Linda wanted to ensure her wishes were clearly documented and that the people closest to her would be protected if anything unexpected happened. She didn’t want her family left dealing with uncertainty, paperwork, or difficult decisions without clear direction.

The situation

Linda’s priorities were straightforward:

• Make sure her Will was up to date and properly structured
• Put safeguards in place so trusted family members could act if needed
• Reduce ambiguity and avoid future complications
• Understand whether her estate needed broader planning consideration

She also had a common concern: the process felt intimidating. Linda wasn’t looking for legal jargon or complexity — she wanted clarity, structure, and confidence that things were being done correctly.

What mattered most

For Linda, the goal wasn’t “optimisation.” It was reassurance.

She wanted to feel confident that:

• The right people were appointed in the right roles
• Her wishes would be understood and carried out
• Her family would not be left to navigate uncertainty at a difficult time

Our approach

We began with a structured discussion to understand Linda’s circumstances and objectives. From there, we mapped out the most appropriate planning steps in a clear order.

1) Will review and drafting

We worked through key decisions together — beneficiaries, executors, and specific wishes — ensuring everything was structured clearly and documented properly.

2) Power of Attorney planning

Linda wanted peace of mind that, if she ever needed support with decision-making, trusted individuals could act in her best interests. We guided her through the practical considerations and helped her understand the different scopes of authority.

3) Wider estate planning considerations

We also considered whether any additional planning was appropriate, based on Linda’s goals and the structure of her assets. Where certain options weren’t necessary, we said so — clarity includes knowing when not to overcomplicate matters.

The Outcome

By the end of the process, Linda had a structured plan in place and clear documentation aligned with her wishes.

More importantly, she had peace of mind — not because everything was “perfect,” but because it was clear, sensible, and properly organised.

Linda’s words captured the main benefit:

“It felt manageable once it was broken down. I understood what we were doing and why — and I’m relieved it’s now done properly.”

Key takeaways

• Estate planning doesn’t need to feel overwhelming when it’s approached step-by-step
• A Will is essential, but many people also benefit from Power of Attorney planning
• Clarity comes from good structure — and from avoiding unnecessary complexity

If you’re in a similar position

If you’ve been meaning to put arrangements in place — or you’re unsure whether your current documentation still reflects your wishes — our team can guide you with a clear, structured approach.