Estate Planning Frequently Asked Questions

Modified on Fri, 10 Apr at 1:47 PM

1. What is this partnership about?


CareCoop has partnered with Wallace & Co to provide members with access to professional Wills and Trust services, helping them plan and protect their financial legacy.


2. Who can benefit from this service?


This service is available to all CareCoop members who wish to secure their assets and ensure their loved ones are taken care of in the future.


3. What services will Wallace & Co provide?


Wallace & Co will offer:


  • Drafting of wills
  • Registration of Trusts
  • Provision of safe custody services for executed Wills and Trust documents
  • Professional legal advisory services related to estate planning as may be agreed


4. Are the services confidential?


Yes. All services provided by Wallace & Co are strictly confidential and handled with the highest level of professionalism.


5. Is there a cost involved?


Yes, there will be a fee for these services, but CareCoop members will benefit from special discounted rates under this partnership. For more details on the cost, please contact CareCoop.


6. Do I need a lot of assets to create a will or trust?


No. Anyone can benefit from having a will or trust, regardless of the size of their estate.


7. Can I update my will or trust later?


Yes, wills and trusts can be updated as your circumstances change (e.g., marriage, children, new assets).


8. How can I request a service?

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article