Looking for Help?
Find answers to your questions
Estate Planning About Cross-Border Worldwide 5
Estate Planning Account-General Information 6
Estate Planning Account-Privacy & Security 3
Estate Planning Advisors 15
- Are financial advisors compensated for utilising the services of Cross-Border Worldwide?
- Are there any charges associated with financial advisors using Cross-Border Worldwide's services?
- Is Cross-Border Worldwide's Estate Plan legal in UK?
- Is there a team dashboard available for advisors on Cross-Border Worldwide's platform?
- What is the typical timeframe for clients to receive their documents from Cross-Border Worldwide?
- What measures does Cross-Border Worldwide implement to protect clients’ information?
- Are state-specific documents provided by Cross-Border Worldwide?
- How do clients typically experience Cross-Border Worldwide's services?
- How does Cross-Border Worldwide cooperate with Financial Advisors?
- How does Cross-Border Worldwide handle clients with pre-existing Estate Plans?
- What actions should clients take after completing their documents with Cross-Border Worldwide?
- What is the procedure for pre-purchasing Estate Plans for clients through Cross-Border Worldwide?
- What methods can clients use to update their documents with Cross-Border Worldwide?
- What steps are involved in referring a client to Cross-Border Worldwide?
- What support options are available to clients of Cross-Border Worldwide?
Estate Planning Creating Your Estate Plan 1
Estate Planning Creating Your Estate Plan-Assets 4
Estate Planning Creating Your Estate Plan-Distributions & Exclusions 5
- Is it advisable to make donations to a charity, and if so, which charity should I choose?
- Is it possible to exclude my spouse from my Estate Plan?
- To whom should I designate as recipients of gifts in my Estate Plan?
- What does the term "per stirpes" signify in Estate Planning?
- What items or assets are suitable for leaving as gifts in my Estate Plan?
Estate Planning Creating Your Estate Plan-Health Care 7
- Is it advisable to appoint backup Healthcare Agents?
- What are the benefits of establishing an Advance Healthcare Directive?
- What are the implications of not having an Advance Health Care Directive?
- What factors should I consider when appointing a Healthcare Agent?
- What interaction occurs between a Living Will and a Healthcare Agent?
- What role does a Healthcare Agent fulfil?
- Which individuals should establish a Living Will?
Estate Planning Creating Your Estate Plan-Nominations & Appointments 13
- At what point do the duties of an Executor commence?
- Can I prevent someone from being appointed as a Guardian?
- Is court approval required to appoint an Executor?
- Is it possible to designate a temporary Guardian?
- What are the responsibilities of a Trustee?
- What criteria should I consider when nominating a Guardian for my children?
- What factors should be considered when nominating an Executor?
- What responsibilities does a Digital Executor have?
- What role does a Guardian play for my children?
- What role does a Primary Trustee play?
- What role does an Executor fulfil?
- What tasks does an Executor oversee?
- Whom should I designate as a Guardian for my pets?
Estate Planning Creating Your Estate Plan-Power of Attorney 4
Estate Planning Finalizing Your Estate Plan-Certification of Trust 6
- Is a Certification of Trust necessary?
- Is there a circumstance where I would need to create a new Certification of Trust?
- What applications does a Certification of Trust have?
- What details are included in a Certification of Trust?
- What does a Certification of Trust entail?
- What is the purpose of a Certification of Trust?
Estate Planning Finalizing Your Estate Plan-Next Steps 10
- Are my documents required to be filed with the state?
- How does having children after creating an Estate Plan impact the plan?
- Is it possible to modify my Estate Plan once it has been executed?
- What actions should I take subsequent to signing my documents?
- What are the consequences of not updating my documents after marriage or divorce?
- What are the implications if I relocate to another state?
- What are the implications of being nominated as a Guardian?
- What is the fee for reshipping my documents?
- What is the procedure for funding my Trust?
- What responsibilities accompany being named an Executor in a Will?
Estate Planning Finalizing Your Estate Plan-Signatures, Witnesses, and Notarization 6
- Does Cross-Border Worldwide provide notarisation services?
- Is it feasible to sign and notarise my documents online?
- What are the signing requirements for each document?
- What options are available for notarising my documents?
- What qualifications are required for someone to act as a witness?
- What steps are necessary to ensure the legal validity of my documents?
Estate Planning Funding Your Trust 12
- How can I locate the Taxpayer Identification Number for my Trust?
- How can life insurance policies be transferred to the Trust?
- How can partnerships, LLC's, and corporations be transferred to the Trust?
- How can personal property and assets without deeds or titles be transferred to the Trust?
- Is it possible to transfer a mortgaged house to the Trust?
- What are the guidelines for titling assets under the Trust's name?
- What is involved in transferring real estate to the Trust?
- What is the procedure for deed transfer in Cross-Border Worldwide?
- What is the procedure for transferring sole proprietorships to the Trust?
- What is the process for transferring bank accounts and other financial accounts to the Trust?
- What is the rationale behind clients transferring assets to their Trust?
- What steps are required for transferring retirement plans to the Trust?
Estate Planning Getting Started-Choosing Your Estate Plan 21
- Can Cross-Border Worldwide be accessed in Canada?
- How can I determine which Estate Plan is appropriate for my needs?
- How should I proceed if my spouse and I had jointly created documents but are now divorced?
- Is an online Estate Plan suitable for all individuals?
- Is having a Will necessary?
- Is it permissible to generate documents on behalf of another individual?
- Is it possible to revise an existing Trust using Cross-Border Worldwide?
- Is legal representation mandatory?
- Is telephone support available for assistance?
- What are the reasons for having an Estate Plan?
- What constitutes an Estate Plan?
- What constitutes Separate Property?
- What defines Community Property?
- What details are required to prepare a Will?
- What information is necessary for preparing a Trust?
- What is the estimated duration for this process?
- What is the pricing structure for an Estate Plan?
- What is the significance of Transfer on Death?
- What steps should I take if I am recently married but have previously prepared documents for myself?
- Which individuals should possess an Estate Plan?
- Who bears responsibility for maintaining the documents?
Estate Planning Getting Started-Types of Documents 7
- How do Separate and Joint Trusts vary for married couples?
- How do Trusts and Wills differ from each other?
- What does a Joint Trust involve?
- What does a Last Will entail?
- What does a Living Will encompass?
- What does an Advance Healthcare Directive involve?
- What is the significance of Power of Attorney?
Estate Planning How-To's-Account 6
- What method can I use to incorporate a Trust into my Estate Plan?
- What procedure should I follow to add a promo code?
- What procedure should I follow to delete my account?
- What steps are involved in applying a discount from a referral link?
- What steps are involved in changing Estate Plans?
- What steps are involved in resetting my password?
Estate Planning How-To's-Documents 9
- How can I locate the Certification of Trust document?
- Is it possible to alter the language in the PDF version of my documents?
- What is the process for uploading additional documents to my account?
- What method can I use to distribute my documents?
- What method can I use to share my documents with my Financial Advisor?
- What procedure should I follow to download and print my documents?
- What process should I follow to share final words or add instructions?
- What steps are involved in downloading my asset information?
- What steps should I take to access my documents?
Estate Planning How-To's-Edit Your Estate Plan 9
- What method can I use to make changes to my documents?
- What procedure should I follow to save my progress?
- How can I locate the Save & Continue button?
- What is the method for changing my email address?
- What methods can I use to designate gifts in my Estate Plan?
- What procedures can I follow to omit someone from my Estate Plan?
- What process should I follow to amend my current address in my documents?
- What steps are involved in adding Beneficiaries to my Estate Plan?
- What steps are necessary to fill out my Power of Attorney document?
How-To's Account 5
How-To's Documents 9
- How can I download my asset information?
- How can I provide my documents to my Financial Advisor?
- How can I share additional instructions or final words?
- How can I share my documents with others?
- How do I access my stored documents?
- How do I redeem a discount using a referral link?
- What are the steps for downloading and printing my documents?
- What is the procedure for uploading additional documents?
- Where is the Certification of Trust document located?
How-To's Edit Your Estate Plan 9
- Can I adjust the language in the PDF version of my documents?
- How can I change my email address associated with the account?
- How can I save my progress on the platform?
- How do I exclude someone from my Estate Plan?
- How do I update my current address in my documents?
- What is the process for making edits to my documents?
- What methods are available to arrange gifts within my Estate Plan?
- What steps are involved in completing my Power of Attorney document?
- Where can I locate the Save & Continue button?
Probate FAQ 17
- Can a Will be challenged during Probate?
- How can I access a Safety Deposit Box?
- How can I locate a Will?
- How does the Probate process work through Cross-Border Worldwide?
- Is a court appearance required during Probate?
- What happens if an Estate has debt?
- What happens if someone dies without an Estate Plan?
- What if a Solicitor refuses to provide the Will to the Executor/Administrator?
- What is Probate?
- What rights do Beneficiaries or Heirs have?
- What should I do if assets have been wrongfully distributed?
- What validates a Will?
- When is Probate necessary?
- Where should I file Probate?
- Which assets need to go through Probate?
- Who inherits assets?
- Who is the Petitioner and who should be the Personal Representative?
Estate Planning Finalizing Your Estate Plan-Next Steps
- Are my documents required to be filed with the state?
- How does having children after creating an Estate Plan impact the plan?
- Is it possible to modify my Estate Plan once it has been executed?
- What actions should I take subsequent to signing my documents?
- What are the consequences of not updating my documents after marriage or divorce?
- What are the implications if I relocate to another state?
- What are the implications of being nominated as a Guardian?
- What is the fee for reshipping my documents?
- What is the procedure for funding my Trust?
- What responsibilities accompany being named an Executor in a Will?