@extends('layouts.portal') @section('title', 'Select Will Type') @section('page_title', 'Step 6: Will Type') @section('page_subtitle', 'Choose between Individual Will or Trust Will') @section('sidebar') @include('client.partials.onboarding-sidebar', ['step' => 6, 'client' => $client]) @endsection @section('content')

Personal

Family

KYC

Assets

Liabilities

6

Will

Current step

Select Your Will Type

Choose the type of will that best suits your needs. You can select either a standard Individual Will or a Trust Will for more complex estate planning.

Individual Will

A standard will for straightforward asset distribution to your beneficiaries.

  • Simple and straightforward
  • Direct beneficiary distribution
  • Executor appointment
  • Guardian for minors
  • Best for simple estates

Trust Will

A comprehensive will with trust provisions for complex estate planning.

  • Professional trustee management
  • Asset protection for beneficiaries
  • Controlled distribution over time
  • Tax planning benefits
  • Best for complex estates
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@endsection