Bev* treasured the fine China tea set her mother had passed down to her, a set that had been in the family for generations. Every Sunday, Bev would host a special tea for her daughter, Emma, and her granddaughter, Charlie, continuing the tradition of bonding over tea and stories.

After seeing how disputes over sentimental items had strained relationships within a friend’s family, Bev understood the importance of making her wishes clear. She didn’t want her cherished tea set to become a source of conflict. Bev documented her wishes in a Will, ensuring that the tea set would be passed on to Charlie, along with the stories and memories it held.

By planning ahead, Bev ensured that her family could continue to enjoy the tea set and the tradition it represented, without the worry of who would inherit it. Her thoughtful planning allowed her family to focus on what truly mattered – the memories they shared.

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*Names have been changed to protect the client’s privacy.