Page 4 - Estate Preservation Plan

Where there’s a preservation plan there’s a way…

to alleviate financial burden It’s all about your choice. We engage
with specialist service providers to draw
Building a legacy can take a lifetime. But without the right planning, this legacy can up your will and act as your executor.
easily be diminished. What you ultimately intend to leave to your heirs can be drastically We don’t stipulate who these service
providers have to be.
reduced because of the costs involved in winding up your estate and what’s more,
the burden of paying these costs falls to your heirs. This is why you need the Estate It’s your
Preservation Plan.
choice.
It’s a solution that makes sure funds are available to pay expenses, and immediately
caters for your heirs so that they aren’t forced to sell any assets and lose the value of
your legacy, nor are they obliged to put in any cash.

By providing cash for the
executor’s fees
Your heirs won’t have to find the cash to
pay the executor’s fees. We make sure
that this is catered for. By providing cash to pay for the winding up of
your estate
Your heirs won’t have the burden of coming up with the cash to cover
the costs related to the winding up of your estate. We make sure that
you can cater for these costs.
How the Estate
Preservation
Plan takes care
of your finances By providing 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. We make sure that they’ll have
enough cash to tide them over while the winding up is underway by
providing funds to cover the costs of funeral arrangements as well as
living expenses.

< 30% of people have enough cash in their estates to

cover the winding-up costs when they die.

4 Estate Preservation Plan Terms & Conditions apply E&OE