WE OFFER A COMPLETE SOLUTION TO SECURE YOUR LEGACY
WHAT IS THE INDEMNITY PLAN™
The Indemnity Plan™ effectively indemnifies the costs of the Executor & Trustee services, Conveyance Attorney fees as well as Non-executable Estate Assets that are necessary to wind-up the deceased Estate.
WHY THE INDEMNITY PLAN™
By having a dedicated provision for the necessary professional fees to administrator a deceased Estate, your beneficiaries will save tremendously both in time and money, ensuring your legacy is delivered as you intended it.
Every plan type offers the following minimum Legacy Services™:
- A Last Will & Testament
- Trustee Appointments
- Secure Custody
- Deceased Estate Administration
- Executor Appointments
- Testamentary Trust Administration
- Other Assets Administration
- Estate Property Transfers
The cost of these legacy services are then provided for or covered through our unique Maximum Indemnity Benefit™ (MIB™). Therefore with the right plan type selection, your loved ones will not have the bills to pay but will have the professional services they need to benefit from your legacy.
In other words, depending on the plan type selection, one can get between 25% – 100% effective discount on their Estate fees. The value of fees saved versus the nominal monthly premium is unheralded, starting with no charge for our starter or CorePlan™.
To ensure comprehensiveness, certain additional benefits have been integrated into the Indemnity Plans. These benefits include the provision of immediate liquidity for final expenses; a cash benefit in the event of the simultaneous passing of you and your Spouse as well as funds to cover the cash costs necessary for the Estate.
The Indemnity Plan™ is the complete solution to securing ones legacy and reaches far beyond any current solution involving the simple provision of a Will.
Legacy Protection Plan™:
Indemnity Plan™ Explainer
The World’s first solution to help you protect your legacy by indemnifying you against the professional fees associated with the cost of dying.
A world class solution to help you protect your legacy by indemnifying the professional fees associated with the cost of dying.
THE INDEMINTY PLAN™