2019 To Do List – Office Manager Blog

One of my goals for 2019 is updating and completing my ‘To Do List’.

This week was tackling my ‘What happens when I die’ list. Although death is not a topic we want to think about, it is imperative that we do.

“This hour of my time now has potentially saved my family hours of stress”

I started the week by completing my Will* and fortunately, my current circumstances are relatively straightforward so the process was quite simple. Overall, it took me about an hour to complete my Will, and this hour of my time now has potentially saved my family hours of stress at a time when they would already be quite upset. I also found it strangely comforting to complete and I do feel relieved knowing it has been done.

At Ewing Associates, our Financial Planners talk to clients about what they want to happen with their wealth when they die, and stress the importance of making sure their portfolio is in line with their wishes and that their Will and POA is up to date. It’s not an easy conversation to have with anyone or an easy subject to even think about but it shouldn’t be avoided because unfortunately we cannot avoid death!

“Their wealth doesn’t have to die when they do”

The service we provide at Ewing Associates involves holistic Financial Planning which includes referrals to Professionals that can help to protect and manage the areas of your wealth that we might not be able to (including Will writing). Our goal is to help clients grow, maintain and protect what they have and remind them that their wealth doesn’t have to die when they do.
Working in this industry means following the advice and trying to live by this example, so ticking my Will off my ‘To Do List’ as complete is another step in the right direction (and I do love to see a tick on my list).

*Will writing is not part of the Openwork offering and is offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. Will writing is not regulated by the Financial Conduct Authority.