An important component of our progress meeting is to confirm your succession plan (and those closest to you) is well thought out with accurate and complete documentation. We are often told by those who have to fulfill the role of executor for a deceased relative with untidy financial documents and poorly constructed estate documents is a frustrating, time consuming and expensive burden to fulfill. To make sure your affairs are in great order an important concept to refresh is the fact ‘non-estate assets’ can include jointly held assets, assets in family trusts and superannuation. These assets may not automatically be dealt with by the terms of the Will. Therefore, to ensure all assets are transferred according to your wishes in the most effective manner it is important to periodically re-read the physical documents. A few other items to review are below.