Page 6 - Estate Preservation Plan

The simplicity of the Estate Shortfall
Benefit
Estate Preservation Plan Monthly Expenses
Benefit
Together, the elements of the Estate Initial Expense
Benefit
Preservation Plan combine to offer you a
+
complete solution to safeguarding your estate
to the benefit of your heirs. And, two more Enhanced
optional extras are available to cater for any Liquidity
additional special needs you may have. Benefit
Executor Fee
Benefit BENEFITS OPTIONAL BENEFITS
ESTATE
Our ActivWill Management + PRESERVATION
Programme takes away the PLAN
worry surrounding your will

• Your will is properly drafted
• It efficiently distributes your estate to your heirs AFTER YOU DIE
• It nominates an executor of your choice BEFORE YOU DIE
• It appoints guardians for minor children
• It’s safely stored
• It’s reviewed every year
• It’s easily accessible whenever you need it

Costs typically payable when winding ActivWill
up an estate:
• Advertising costs
• Conveyancing fees
• Rates and taxes
• Master’s fees
• Taxes
• Debts (e.g. bond, overdraft, credit cards, store cards)
• Medical costs
• Maintenance and accrual claims
• Funeral costs
• Executor’s fees

These costs need to be paid out of your estate, and if there aren’t enough funds in your estate to cover the costs, your executor may have to
sell your assets or ask your heirs to pay the costs directly.

6 Estate Preservation Plan Terms & Conditions apply E&OE