Estate planning – secure your family’s legal affairs with our W360 plan

“We offer our Premium Customers a unique combination of wealth management and legal expertise in one package. Whatever life brings, we are here to support you. Your consultation might focus on the smartest way to structure your estate plan or strategies to mitigate potential risks.

After all, everyone wants to manage their legal affairs wisely and avoid any pitfalls. You shouldn’t leave your future – and that of your loved ones – to chance. As a Premium Customer, you can meet with one of our wealth management legal counsels to discuss your personal situation, wherever you live in Finland. Our legal team operates as a nationwide network, and all services are also available via secure online meetings. 

If any of my tips resonate with your circumstances or simply spark your interest, don’t hesitate to get in touch. My colleagues and I are here to support you.”

Legal counsel Iiro Suomalainen and Head of Centralized Sales Legal, Katri-Maria Aronpää. 

"To understand your unique situation and compare your options, our legal counsel creates a personalised Wealth 360 plan (W360) for you. Think of it as a full 360-degree review: we examine all available information and look at your circumstances from every angle. This tailored plan considers your assets, family situation and any legal implications of your relationship, while helping you prepare for unexpected events.  

We will use your wishes, goals and any concerns you may have as the starting point. During the consultation, our legal counsel will ask clarifying questions such as:

• Whose name is the shared property in? 
• Have you inherited assets through a will? 
• Are you part of an estate that has not yet been settled? 
• Do you or your spouse have previous marriages? 
• How would you like your inheritance to be distributed? 

During the consultation, our legal counsel will outline suitable options and highlight key considerations for your specific circumstances. This thorough review ensures you are fully prepared for the unexpected situations we all face in life. With the Wealth 360 plan, we find the right solution for every customer and prepare the necessary legal documents.

Estate planning can be full of pitfalls. As an example, many believe a surviving spouse automatically inherits something or everything, but that is not always the case. Similarly, the importance of making guardianship arrangements often becomes clear only when it’s too late. And special care is needed when dealing with blended families and entrepreneurs. We will explore these topics in the next articles in this series."

“It’s easy to revisit your Wealth 360 plan later and confirm the reasoning behind earlier decisions. This ensures your plan continues to provide clarity and security even after your meetings.

Estate planning is always tailored to your current circumstances and near-term outlook. The further we look into the future, the more uncertain things become. That’s why legal documents should be updated when needed, and the W360 plan is the perfect tool for this.

Don’t leave your future – and that of your loved ones – to chance. Book a meeting with one of our wealth management legal counsels and put your legal affairs in order. Acting early means you can enjoy life knowing you have taken care of those who matter the most. Our experts will help you plan your estate wisely and prepare for life’s unexpected turns. So take the first step towards peace of mind today.”

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