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A Little About Me… Part 1

Hi I’m Vikki the founder of Legacy Guardians, and this is my Dad Kevin.

Back in the summer of 2015 aged just 56 My Dad passed away suddenly. Being the centre of our family as a loving Husband, Dad and Granda it was such a shock, the last thing any of us felt like doing was sorting out his financial affairs, but as most people will learn you simply don’t have any other option.

Although my Dad had a will and all his documents organised we still found the process a very disjoined and drawn out process. On top of this we discovered that one of my Dad’s pension’s wasn’t protected on the event of death, meaning a proportion of his hard earned savings was lost.

18 months later my Uncle passed away and I offered to help my Aunty with the financial administration there too. Without a Will we processed Probate and although not complicated I could see there was a real need for support and care around financial items especially during a time of stress and grief.

And the seed of an idea was sown…

(1/4) Join the waitlist at legacyguardians.co – Financial Peace of Mind?

Legacy Planning can be complicated… time to stop researching and start doing!

Vikki Baptie

NRLA Accredited Landlord and IPW Professional Will Writer

I’m Vikki, the founder of Legacy Guardians. I hope this article was helpful, but I can probably guess that it’s about time that you stopped researching and got on with getting everything in order.

I know how it can be hard juggling everything with 15 properties, 3 kids, 1 dog, 1 Property Business and another couple of trading businesses things like succession and legacy planning usually go on the backburner. (thank goodness for my business & life partner Shaun!)

Take back your time, and gain that all important financial peace of mind by working through my Landlord Legacy Framework.