DOWNSIZING IN AUSTRALIA
knew nothing about her and Frank ’ s entire property portfolio and legal documentation .
All her life , her father had provided her with everything she needed and then , when she met and married Frank , Frank had become her protector .
During the presentation I had discussed , wills , powers of attorney , and other types of documentation relating to an estate . It was when I mentioned titles to houses , life insurance policies etc . that she started to be really concerned .
Mary basically said to me , ‘ Dean I know we own property , shares , insurance policies , and a large distribution business . But I don ’ t know where to start .’
She told me that the solicitor who had handled Frank ’ s affairs when he died was very unhelpful , so she didn ’ t want to go to him
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