Are you looking for a modern approach to estate planning? An Estate Preservation Plan offers a fresh approach that makes securing your legacy straightforward and stress-free.
With just a few steps, you can:
- Set up your will
- Ensure your loved ones are financially secure during estate execution
- Avoid rising costs
This innovative method combines advanced technology with a life insurance product to simplify the process, making it accessible and affordable.
Ready to get started? Let’s dive in!
Unique Features of an Estate Preservation Plan should include:
A Professionally Drafted Will: Your wishes should be documented in a professionally drafted Will, which you can update as circumstances change, ensuring it always reflects your current intentions.
Safe custody: Once signed, your will should be stored securely, protecting it from loss or damage and ensuring it is readily accessible when needed.
Funeral Costs: It should provide an immediate cash benefit to cover funeral costs and any additional immediate cash needs, offering financial relief during a difficult time.
Estate Funding: A cash benefit is needed to pay the late estate account, to cover executor fees and other expenses associated with winding up the estate, such as master’s fees, conveyance costs, and settling short-term liabilities like cell phone contracts.
Executor Fee Discount: Ideally this should also enable you to enjoy a discount on the executor fee related to your personal estate, reducing the overall cost of estate execution.
Monthly Income Benefit: It should provide a monthly income benefit to cover day-to-day household expenses while the estate is being wound up, ensuring your loved ones are financially supported.
Fixed Executor Fees: The plan could ensure that there are no increases in executor fees, providing financial predictability and peace of mind.
Sustainability: Such a plan should ideally be available with “Level” premium options, ensuring the long-term sustainability of the cost of such a product.
Conclusion
Embrace this modern approach to estate planning with an Estate Preservation Plan. Simplify the process, reduce costs, and ensure your loved ones are cared for with ease and confidence. Take control of your future today and secure your legacy for tomorrow.
Don’t wait — start planning now and give yourself and your family the peace of mind you deserve. For more information and guidance on this approach, speak to one of our well-informed advisors.