Estate planning: Plan now to prepare for later

Are your final intentions clear? Our factsheet can help guide you through the process.

11 May 2023

Managing your estate plan today can help you relax tomorrow, with the goal of ensuring your assets are in order for the end of your lifetime. This factsheet explains the benefits of creating an estate plan, and the moves you can make now to help you prepare.

Please note: The complete factsheet, including important information and disclosures, can be downloaded via the link below.

Want to know more? Read the factsheet: Estate planning: Plan now to prepare for later(PDF, 178 KB)

Purpose of this material.
The information on this page and in the attached document is provided for informational and educational purposes only. It should be used solely for the purposes of discussion with your UBS Financial Advisor and your independent consideration. UBS does not intend this to be fiduciary or best interest investment advice or a recommendation that you take a particular course of action.

No tax or legal advice.
UBS Financial Services Inc., its affiliates and its employees do not provide tax or legal advice. You should consult with your personal tax and/or legal advisors regarding your particular situation.

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