{"id":55324,"date":"2025-04-01T11:13:18","date_gmt":"2025-04-01T15:13:18","guid":{"rendered":"https:\/\/wwwprodaz.fprofessionnels.com\/?page_id=55324"},"modified":"2025-04-25T16:36:45","modified_gmt":"2025-04-25T20:36:45","slug":"your-estate-plan","status":"publish","type":"page","link":"https:\/\/www.fprofessionnels.com\/en\/our-complete-offer\/your-estate-plan\/","title":{"rendered":"Your estate plan"},"content":{"rendered":"<h5>Make your balance sheet<\/h5>\n<p>In this context, an <strong>estate<\/strong> <strong>balance sheet<\/strong> will give you a clearer picture of your <strong>current situation<\/strong>, and how it will look upon your <strong>death<\/strong>. This balance sheet, which you will draw up with your advisor, will be useful to you both <strong>personally<\/strong> and in terms of your <strong>partnership<\/strong>: it will enable you to make certain corrections or adjustments now, such as adding <strong>life insurance<\/strong> or increasing your <strong>savings<\/strong>. If you are <strong>incorporated<\/strong>, you will need to include provisions facilitating <strong>tax strategies <\/strong>for the <strong>transfer <\/strong>of your <strong>company\u2019s shares<\/strong>\u00a0upon your death.<\/p>\n<h5>Express your wishes<\/h5>\n<p>Think about the provisions of your <strong>will<\/strong> and decide who you would like to appoint as the <strong>liquidator<\/strong> of your <strong>estate<\/strong>. Qualified external professionals can guide you through this process and help formalize your decisions. Please note that <strong>our notaries do not draw up any legal documents<\/strong>: this must be done by an <strong>external notary<\/strong> of your choice.<\/p>\n<h5>Specialized services tailored to your needs<\/h5>\n<p>Depending on your objectives and the value of your assets, more targeted services are available to you, such as a trustee service for a <strong>testamentary trust<\/strong>, <strong>tools<\/strong> to assist an independent liquidator, or a <strong>complete estate liquidator service<\/strong>.<\/p>\n<h4>Our expertise: your team<\/h4>\n<ul>\n<li>Your <a href=\"https:\/\/www.fprofessionnels.com\/en\/our-experts\/our-advisors\/\">advisor and financial planner<\/a><\/li>\n<li>Our <a href=\"https:\/\/www.fprofessionnels.com\/en\/our-experts\/tax-experts-and-notaries\/\">notaries<\/a> (depending on the complexity of your situation)<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Make your balance sheet In this context, an estate balance sheet will give you a clearer picture of your current situation, and how it will look upon your death. This balance sheet, which you will draw up with your advisor, will be useful to you both personally and in terms of your partnership: it will <a class=\"read-more\" href=\"https:\/\/www.fprofessionnels.com\/en\/our-complete-offer\/your-estate-plan\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":1047,"featured_media":55260,"parent":9837,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categorie-de-page":[],"class_list":["post-55324","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v26.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Your estate plan &#8902; fdp Gestion priv\u00e9e<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.fprofessionnels.com\/en\/our-complete-offer\/your-estate-plan\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Your estate plan\" \/>\n<meta property=\"og:description\" content=\"Make your balance sheet In this context, an estate balance sheet will give you a clearer picture of your current situation, and how it will look upon your death. This balance sheet, which you will draw up with your advisor, will be useful to you both personally and in terms of your partnership: it will [...]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.fprofessionnels.com\/en\/our-complete-offer\/your-estate-plan\/\" \/>\n<meta property=\"og:site_name\" content=\"fdp Gestion priv\u00e9e\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Fprofessionnels\/\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-25T20:36:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.fprofessionnels.com\/wp-content\/uploads\/2025\/04\/Tuile_EstatePlan_442x481-min.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"442\" \/>\n\t<meta property=\"og:image:height\" content=\"481\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@Fprofessionnels\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/our-complete-offer\/your-estate-plan\/\",\"url\":\"https:\/\/www.fprofessionnels.com\/en\/our-complete-offer\/your-estate-plan\/\",\"name\":\"Your estate plan &#8902; 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