Mark Westcott has over 35 years of industry experience specialising in Rural & Farm Succession Planning Strategies in Australia. Estate planning is a key part of this process. Mark uncovers your succession & estate intentions and facilitates its implementation. Mark has created a unique program, The Rural Succession Solution™, which assists in providing family harmony and protected wealth succession certainty to successful business owners and rural families. Mark's lifetime mission is to help advise and protect 1 million families.
Over the next 90 days we will be going through the following stages
They will be emailed to you in a series of 14 Steps.
Starting with your Estate &
Succession Filter, you will
complete your Scorecards,
delve into your family tree and high
level business road map to flesh out
your key values, Legacy Intent and
uncover the essential Burning
Issues to be solved.
This is where you will start the Estate Planning Process. A clear focus on Harmony, completing Due Diligence on all your key documentation, completing the Distribution Matrix and ensuring your protected prosperity.
Following this you will complete your Legacy Letters. You will also delve into the human elements of your Succession Planning. The Relationship & Emotional Resilience Focus, helping determine each family member's unique needs and method they use to maximise results for them.
We recommend you complete a Financial Plan to ensure later years are catered for, as well as a targeted Farm Viability Report, where necessary.
By now your Master Plan should be clear and underway. Time lines should have been established and projects decided upon.
But life and events can change plans or time frames. Relationships and conflict within the family must still be managed.
We recommend you revisit your Master Plan every year to ensure it is always up to date and relevant.
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