
Legacy Protect Platinum
Protecting your Estate Planning Information
Protecting your Family
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Ensure that your family has access to the documents and information they need on your passing.
What’s included:
Secure Digital Vault
protecting your estate planning information for release to those of your choosing after you pass
Executors Guide and Checklist - so your executor will know how to administer your estate
Estate Planning Checklist - Making sure that you have all the estate planning documents that yu need, while there is still time for you to prepare them
Testamentary Trust Guide - the ultimate asset protection mechanism
Guided Notes on why you wrote your Will in the way that you did to minimise disputes
10% Discount of any further required Documents
Annual Review of your Estate Planning
10% Discount on Probate application
Guided Notes on why you wrote your Will in the way that you did to minimise disputes
Your Funeral Wishes compiled
Directions to your Power of Attorney
Directions for your sentimental possessions
Guided template for Information on your Assets
Guided Template of information of your Liabilities including tax information
Letter template to a potential step parent to your child
Letter template of what to say to a Loved One
Letter template seeking forgiveness
Vital Information on those you Support and care for, including pets.
Professional Advisors Template
Executor Checklist
Get anytime access to our growing collection of classes, workshops, and exclusive content. New items added every month.
Want more, check out our other packages.
Offering more complete protection
Get access for period of your membership to our Secure Digital Vault; an Annual review of your Estate Planning Documents; A Personalized checklist and Guide to your Executors; 10% Discount on new Estate Planning Documents as needed after your annual review and 10% Discount on Probate.
Protect your assets and your Loved Ones by uploading all the documents and information that they will need once you pass away. Information is only released to your nominated recipients on confirmation of your passing