Your Will
Determines who inherits your shares and appoints the executor responsible for administering your estate.
Because people you love deserve more than uncertainty — your legacy.
Legacy is more than the wealth you leave behind. It is the certainty, protection and peace of mind you leave for the people who matter most.
Whether you are preserving the wealth of your family or your business, Connectxis is here to help you communicate those values and intentions across generations.
About Us
Legacy creation is one of life’s important responsibilities — and its benefits reach far beyond money.
At Connectxis, we believe it is about protecting yourself first, followed by the people you love, whilst preserving the assets you have worked hard to build, and ensuring your wishes are carried out exactly as intended.
We create emotional clarity for families and strengthen relationships across generations, while you create memories.
Whether you are planning for your family or preparing your business for the next generation, our ethical advisers and technical strategists provide personalised guidance for your accumulation, preservation and distribution.
We work alongside individuals, families and business owners through the legacy planning stages, developing solutions for your living legacy and post-death strategies to enable wealth transfers.
Here, we don’t simply prepare documents — we help you build a legacy that lasts for generations.
Why Legacy Planning
Life is unpredictable. While we cannot control tomorrow, we can prepare those we love for whatever the future may bring.
Legacy planning isn’t reserved for the wealthy. If you own a home, have savings or investments, run a business, or have people who depend on you, you already have a legacy worth protecting.
Without proper planning, your loved ones may face unnecessary legal complications, financial uncertainty, delays and even family disputes during one of life’s most difficult moments.
A well-structured legacy plan provides clarity when it matters most. It ensures your wishes are respected, your loved ones are protected, and the wealth you’ve built continues to benefit future generations.
At Connectxis, we make legacy planning straightforward, practical and accessible, empowering you to make informed decisions with confidence.
For Families
Every family is unique. Your legacy plan should be too.
Whether you’re raising young children, caring for ageing parents, or planning for future generations, a comprehensive estate plan provides certainty and peace of mind for those you love.
Our types of solutions include:
We guide you through every step with clear explanations and practical advice, helping you make confident decisions that reflect your family’s unique circumstances and values.
Wills — The Foundation
A Will is the cornerstone of every estate plan. It is a legally binding document that ensures your assets are distributed according to your wishes after your passing.
A properly drafted Will allows you to:
At Connectxis, we simplify the Will-writing process by helping you understand every important decision before your Will is prepared.
Clearly identifies your assets and specifies who will inherit them.
Appoints trusted individuals to administer your estate and care for your children.
Includes essential clauses that ensure your wishes are carried out effectively and legally.
Will Writing Services
No two families are the same.
That’s why Connectxis offers three levels of Will writing services designed to suit different life stages and levels of complexity.
Ideal for straightforward estates requiring a simple and affordable solution.
Suitable for families with more complex circumstances or specific distribution wishes.
Professionally drafted by a qualified lawyer and fully customised to your individual family, assets and legacy objectives.
To find out more about each tier, get in touch with us now and we will send it to your mailbox or message.
Send me the detailsTrusts — The Protection
While a Will determines who inherits your assets, a Trust determines how and when they receive them.
Trusts provide flexibility, privacy and long-term protection for your family while safeguarding your wealth against unforeseen circumstances.
Safeguard assets from future financial risks and preserve wealth across generations.
Hold and manage assets until your children reach an age you consider appropriate.
Provide ongoing financial security for beneficiaries who require additional care or assistance.
Shield family assets from creditor claims, divorce settlements and other unforeseen events.
Lasting Power of Attorney
A Will protects your wishes after you pass away. But what happens if you’re still alive and suddenly unable to make decisions because of illness or an accident?
Without a Lasting Power of Attorney (LPA), your family may need to apply through the Court before they can manage your affairs — a process that can be stressful, costly and time-consuming.
An LPA allows someone you trust to make important financial and personal welfare decisions on your behalf should you lose mental capacity.
Planning ahead ensures your voice continues to be heard — even when you cannot speak for yourself.
For Business Owners
For business owners, succession planning extends far beyond writing a Will. By identifying potential gaps before they become costly problems, we help preserve both your business and your legacy.
A well-designed succession plan ensures business continuity, protects shareholder interests and minimises disruption during unexpected events.
At Connectxis, we help business owners align their personal estate planning with their company’s legal and governance framework, creating a seamless transition of ownership and leadership.
Because protecting your business is also protecting your family’s future.
Our advisory includes
Share Succession
Many business owners assume their shares will automatically pass to their intended beneficiaries. Unfortunately, succession is rarely that simple.
Understanding the differences between Share Transfers, Share Transmission, and the often-overlooked Control Gap is essential for maintaining business continuity.
Our specialists help you identify these risks early and ensure your succession arrangements work exactly as intended.
Shares moved by your own deliberate act, while you are alive.
Shares passing by operation of law on death or incapacity.
The risk most often overlooked — and the one most likely to stall a business.
Aligning the Three Key Documents
Successful business succession depends on three critical documents working together.
Determines who inherits your shares and appoints the executor responsible for administering your estate.
Sets out the company’s rules regarding ownership and recognition of shareholders.
Defines shareholder rights, transfer restrictions and buy-out arrangements to minimise future disputes.
When these documents are aligned, your succession plan becomes clear, effective and legally enforceable.
Avoid Costly Succession Mistakes
We help ensure your personal wishes, legal documents and business structure work together to protect everything you’ve built.
Events & Insights
Learn more if you will leave behind:
What you’ll discover
Get In Touch
Planning your legacy doesn’t have to be complicated — and you don’t have to do it alone.
Whether you’re preparing your first Will, reviewing your existing estate plan, or protecting your business for future generations, we’re here to help.
Schedule a complimentary, no-obligation consultation with one of our advisers. We’ll take the time to understand your circumstances, identify planning opportunities and recommend practical next steps tailored to your needs.
Tell us a little about your situation and we’ll be in touch.