Estate Administration & Retirement Planning provides the key information needed to manage your estate efficiently and preserve your long-term financial security.
 
This section includes details about your retirement plans, such as pension funds, retirement annuities, and preservation accounts—along with policy numbers, fund managers, and designated beneficiaries.
 
It also captures essential estate administration information, including the names and contact details of your executor, legal advisor, and financial planner, as well as instructions to guide them through the process.
 
Together, this section ensures that both your retirement benefits and estate are administered smoothly, in accordance with your wishes.