Re-Intermediating

The Intermediary

Re-Intermediating

The Intermediary


Drawing up a will puts you in control of determining how your estate will be wound up. But have you thought about the financial consequences that will accompany the winding up of your estate? The Estate Preservation Plan can provide the following:

1. Cash to your heirs immediately upon your death Your heirs won’t have to wait for your estate to be wound up before they have access to the cash they need as the Estate Preservation Plan provides funds to cover funeral costs and monthly living expenses while your estate is being wound up.

2. Cash to pay for the costs of winding up of your estate Your heirs won’t have the burden of coming up with the cash or being forced to sell the hard-earned assets you leave them to cover the costs related to the winding up your estate. The Estate Preservation Plan makes sure that these costs are catered for.

3. Cash for the executor’s fees Paying for the executor’s fees won’t have to come out of your heirs’ pockets because the Estate Preservation Plan provides for this cost. What’s more, the Estate Preservation Plan also offer a Lifetime Will Benefit that includes:

a. Keeping your will current You’ll have the opportunity once a year to ensure that as your circumstances change your will is updated to cater for the changes.

b. Keeping your will safe You can rest assured that your will is securely stored in a fireproof, waterproof and theftproof vault. So, get a  quote and contact us today to put your cover in place for immediate protection and complete peace of mind.

Estate preservation plan

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