As part of Estate & Succession Plan, you will have identified a number of key projects, for you and your family to implement to achieve your desired outcomes.

It's time now to create a project management timeline. This will allow you to reach your targets and avoid lost opportunities.

Occasionally, some project items can fall behind schedule. While this is not ideal, the advantage of this project management timeline is that you will be able to recognise when you’ve fallen behind, and create a new due date as soon as possible.

It is important to revisit this every year to make sure you are on track and up to date.