Estate Planning

Estate planning is something many people prefer to put off — but it’s one of the most important steps you can take to protect your loved ones and ensure your wishes are respected. After spending a lifetime building your wealth, it makes sense to invest some time into planning how it will be managed and distributed after you’re gone.

At Squared Financial Solutions, we understand that estate planning can be a highly emotional and complex topic. Family relationships, blended families, personal values, and financial considerations all come into play. Our role is to help you navigate this sensitive area with care, clarity, and confidence.

Where to Begin

Your Squared Financial Solutions Adviser can help you start the estate planning process in a way that aligns with your personal values and goals. As independent professionals, we act in your best interests — helping you make thoughtful decisions, reduce potential conflicts, and ensure your wishes are clearly documented.

Start with a Valid Will

A will is a legally binding document that sets out how you want your assets distributed after your death. It names your beneficiaries and ensures your estate is managed according to your instructions. Without a valid will, the government may decide how your assets are divided — and who will look after your children if they’re under 18. This can lead to unnecessary delays, tax consequences, and outcomes that don’t reflect your intentions.

Making a will provides peace of mind and protects the people you care about most.