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Estate & Succession Planning
- 05 June 2026
- 5 MIN READ
Explore our publications - designed to inspire a new way of thinking about wealth management.
A well-drafted will is not just about assets — it’s about clarity, continuity, and care for the people who matter most. From executors and guardians to specific bequests, fallback beneficiaries, and cross-border considerations, a well thought out will can make a difficult time easier for loved ones. Here are some tips from our wealth planning desk on estate and succession planning...
Key takeaways
01
When setting up a bank account, it is possible for joint account holders to select the option for “survivorship” on the account opening forms, however it should be understood that this is solely an information right. One may still need a will to be in place.
02
This article describes the important factors one should bear in mind when working on a will with their legal experts. Executors, legal guardians, special bequests, etc.
03
For those who hold assets across geographies, the article also addresses whether one should consider multiple wills.
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