General
For all those questions that invariably arise.
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5 Most Recent Posts
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By Jaco_W · Posted
Hi all We decided to redo our wills here in BC (current wills are from SA). We will go to a notary or lawyer, but I'm just doing some homework before the time and thought I would ask members of this forum what they did or learned. I know that it is recommended to have a will for each country where you have assets. I assume pension funds /RAs don't count because beneficiaries are nominated for them and I think that this then bypasses one's estate. Am I correct? This is really the main assets we have left in SA. We also have bank accounts in SA and UK. Also, the scenario that is probably a bit more complicated is should both my wife and I pass away leaving underage children. I wonder how others have dealt with this. We would want to appoint my sister that lives in the UK as their guardian (kids have UK passports). Can a Canadian/BC will do this? And because they are underage their inheritance will have to go into a trust. Can a Canadian/BC will create a trust in another country like the UK? I would also appreciate some ideas about what you did about executor in this scenario as I believe that we cannot appoint my sister for example as executor if she does not live in BC. (If only one of us passes away then the other one will be appointed executor) -
By Amy G · Posted
@Sal oh interesting! I can’t remember but will look on my WES profile this eve to see if it sparks my memory... -
By Amy G · Posted
Last week we had someone phone RBC and successfully change my hubby’s details (address, contact number, email address). Even changed his email address to one ending in .co.za. But physical address given as USA. We went into a branch to correct his details and RBC would not tell us how this happened (as in what details this person provided that verified his identity in order to be allowed to change personal information). All they said was that we would no longer be able to do anything telephonically due to this incident, which we were happy with. Today my hubby received an automatic email notification stating that his online banking username had been changed. He called the bank, apparently someone had just called in and changed his username and reset his password. He corrected it and added a 3 digit pin. How this was allowed again is confusing. In SA you would never be able to change these details without going in to a branch with proof of residence and ID. Am freaked out, not really sure what to do about it -
By Sal · Posted
@Amy GPlease can you tell me when you registered with WES for your diploma to be assessed, did you choose for it to be evaluated course-by-course or document-by-document? I am thinking perhaps here could lie the difference in evaluations? -
By Gabriel Israel · Posted
Congratulations and all the best going forward!!
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