Recording important information for you executor or heirs upon your “departure.” Ken Brown and Lee Stevens from Business Class Asia spoke to the Club on 5 March 2025 about estate planning and other important information for Expats. Click here for a summary of their presentation and click here for a video posted on PCEC’s YouTube channel. |
They emphasized that while a will is a crucial document, it is also important to have a comprehensive list of your assets, their locations, and the people you want to contact in case of your death. This list should include bank accounts, social media accounts, and any other significant assets. They mentioned a specific form that is designed to help you document all this information. The form includes sections for listing assets, their locations, and the people to contact. It also covers social media accounts and other important details. Ken and Lee said that they will provide the form to the PCEC to be for personal use and does not need to be shared with anyone else. It is meant to ensure that your executor can manage your estate more efficiently by having all the necessary information readily available. |
Soteria Trusts Departed Unlocking My Estate Click the button below to download a fillable pdf file that can be used to information for your Executor or family to have. Although it mentions providing the document to Soteria for safekeeping, that IS NOT NECESSARY. But do store the document in a safe place as it will contain sensitive information. DEPARTED - Unlocking My Estate |
Find us on: |