Brilliant Estate PlanningTestimonials and Case Studies
Disrupting the landscape of Estate Planning: one client at a time
Our mission at Brilliant is to educate individuals about the Estate Planning solutions that are available to them, and provide those solutions in a way that is accessible to everyone.
We listen to you- your circumstances, family dynamics, worries, and goals, and present you with a bespoke recommendation which will fully cover your current situation and any eventualities. From there, the choice is yours.
We find that many people have been told that there are no solutions to their problems, or have been presented with a plan which solves them but is financially inaccessible. This typically causes the client to abandon hope (sometimes following an embarassing conversation.)
With Brilliant, you’re in control. Simply choose how you want to proceed and we do the rest. With our professional recommendations, compassionate ear, and competitive pricing, you have nothing to lose.
Case Studies – How Brilliant Can Help
A client came to us earlier this year who was concerned about what would happen to her children if she or her husband were to pass away. Not only that, but she worried that if she left everything to her husband and he remarried someone who also had children, the money she wanted to leave her daughters would be diluted and passed to people she’d never even met. This prospect filled her with dread.
Based on her specific concerns for her husband and children, we wrote her wills distributing to Trusts which we already put in place. This means that husband and wife will both have access to the funds, but they are specifically for the benefit of their children, which was their preference. Not only that, but we named reserve guardians who will also have access to the trust, ensuring that no matter what, her children will be protected and cared for.
A mumpreneuer came to us who had a child with her ex-partner. She was concerned that if she left everything to her child outright that her ex would have access to those funds or might even challenge her Will.
We advised that she leave her assets for her son in Trust and name Trustees that she trusts implicitly. We also put a clause in her will to explain why she didn’t want her ex partner to inherit and provided her with a Will Clarity Statement to ensure that there was a record of our meetings and further prove that she was of sound mind when her Estate Planning was completed.