1. Do you have a single secure place to record all your important data in the event of your passing away?
2. Does your family have a support service to help them manage your estate affairs when you die?
3. Do you have a notification solution to inform key organisations like employer, lawyer, executor, doctor and financial advisor when you die?
4. Do you have a vault where you can get education and support for the changes that happen in life?
5. Do you have an emergency service to help first responders manage your emergency when you can't speak for yourself?

1. Have you made things easy for your family to handle after you're gone?
2. Do you have a way to protect your family from estate administration costs?
3. Will your family have enough money to cover their everyday expenses right after you're gone, and how much do they need?
4. Does someone know who to contact for your legal, financial, and other important matters?
5. Does someone know where to find all your important documents and do you have a family support service in place?
6. Have you planned your estate to minimise taxes and other debts?
7. Do you have a legal high court accepted will?
8. Have you chosen an executor to manage your estate after you're gone?
9. Have you made a living will to state your medical wishes?
10. Have you prepared a power of attorney to handle your affairs if you're unable to?

1. Are you finding it challenging to cover all your expenses with your current income?
2. Have unexpected expenses put a strain on your budget recently?
3. Are you interested in exploring opportunities to boost your earnings outside of your primary job?
4. Do you feel like you could benefit from having some extra money each month?
5. Are you open to exploring flexible ways to earn additional income?
6. Would having an additional source of income provide you with more financial security and peace of mind?

1. Have you provided for Transfer duty tax, Capital Gains Tax, Donations Tax, Estate Duty and Income Tax obligations?
2. Do you have a Maintenance & Accrual Claim that needs funding after you pass away?

1. Do you want to leave future generations with financial support?
2. Do you want to protect someone who relies on you financially, but need to protect against them squandering the funds?
3. Will you leave people high and dry financially if you died right now?
4. If you have children or other dependents, have you legally designated guardians to care for them in the event of your incapacity or passing?
5. Have you considered the financial implications of guardianship, such as providing for your children’s education and upbringing?
6. Do you want a family trust or have you investigated whether you should have one?
7. Do you wish to contribute to the world in some way after you have gone?
8. Has your family got a central archive for each person's history and life story?