Will Preparation & Estate Management
You've spent a lifetime working to achieve what you have for yourself and your loved ones. Protecting these assets after you have gone for the enjoyment of your loved ones is the most important reason for creating a Will. We have included some points for you to consider in preparing a Will.
A Will is a legal document which directs how your Estate is managed and distributed when you are no longer here. When you create a Will, you would need to appoint an Executor whose responsibility would be to administer your Estate and carry out your wishes. Choosing an Executor is an important decision and one that should me made after careful consideration. Performing the duties of an Executor is a highly complex, technical function that requires considerable expertise.
Choosing an Executor
When you choose CIB as your Executor, you can rest assured that your Estate will be carefully managed by a team of competent, professional staff. It also ensures that the entire process of Probation is seamless and entirely confidential.
The Executor's duties and powers do not begin until your death and follow strictly what is dictated in your Will. This can be a complicated and delicate process and includes a number of possibilities:
- Identifying the assets and establishing who is entitled to the estate
- Obtaining Grant of Probate, which proves that the Will is valid
- Dealing with tax liabilities
- Administering assets at home and abroad, such as property and businesses, until they can be sold or transferred
- Paying off debts
- Distributing the estate to the beneficiaries
- Preparing all necessary accounts and documentation
If you have appointed CIB as your Executor, you can relax, confident in the knowledge that your estate is in safe hands.
We offer you:-
Safe custody of your Will at no cost to you
- Impartial and continuous service
- Experienced, professional staff, trained in legal and financial matters
- A personal administrator
- A reputation for integrity
- The resources of CIB, backed by the CL Financial Group.
Our simplified application forms will take you though the process of applying for this service. Should you encounter difficulties, please contact our Trust & Asset Management Department, or e-mail us at infobounce@cibtt.com.
If you have questions about the process or facilities, click here.
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