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Blended families add complexity to estate planning, increasing the risk of disputes when wills are outdated, super nominations conflict, assets sit outside the will, or expectations were never documented. This audit helps identify risks early and provides a clear list of fixes to discuss with your lawyer and adviser.
This guide helps you with:
Understanding why estate plans fail in blended families and how to use this audit
Identifying risk areas across relationships, wills, assets, superannuation, and property
Assessing communication gaps and missing documentation that lead to disputes
Interpreting your score to understand urgency and next steps
Preparing a focused list of fixes and documents for your lawyer and adviser