Legacy Protect Program

Choose one of 3 Legacy Protect packages:

Now that you have created your Will and Estate Planning documents it is time to protect your legacy by preparing and leaving the right information for your family and Executors and storing that information in our Secure Digital Vault, which will release that information to those of your choosing only after you have passed away or become incapacitated, so that they can make the right decisions for your care, or for the proper administration of your Estate. If you love your family, this will make your passing easier for them.

DIGITAL VAULT ONLY.

Ensure that your family has access to the documents and information they need on your passing.

What’s included:

  1. Digital Vault.

  2. Executor’s Guide and Checklist.

  3. Estate Planning Checklist.

  4. Testamentary Trust Guide.

Digital Vault
A$4.99
Every month
A$49.99
Every year

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

✓ Asset Protection
✓ Minimise the risks of a challenge to your Estate
✓ Protect your Family
✓ Have messages, documents & information sent to your family
✓ Ease of Estate administration

LEGACY PROTECT - GOLD

Get the Essentials.

What’s included:

  1. Digital Vault.

  2. Estate Planning Checklist.

  3. Testamentary Trusts Guide.

  4. Customised Guide and Checklist for your Executor.

  5. 10% Discount of any further required Documents.

  6. Annual Review of your Estate Planning.

  7. 10% Discount on Probate application.

Legacy Protect Gold
A$99.00
Every year

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.

✓ Digital Vault Access
✓ Annual Review of Estate Planning Documents
✓ Personalised Executors Checklist and Guide
✓ 10% discount off New Documents required after a Review
✓ 10% Off Probate Application

LEGACY PROTECT - PLATINUM

For those who really care about their family and want to protect them.

What’s included:

  1. Digital Vault.

  2. Estate Planning Checklist.

  3. Testamentary Trusts Guide.

  4. Customised Guide and Checklist for your Executor.

  5. 10% Discount of any further required Documents.

  6. Annual Review of your Estate Planning.

  7. 10% Discount on Probate application.

  8. Guided Notes on why you wrote your Will in the way that you did to minimise disputes.

  9. Your Funeral Wishes compiled.

  10. Directions to your Power of Attorney.

  11. Directions for your sentimental possessions.

  12. Guided template for Information on your Assets.

  13. Guided Template of information of your Liabilities including tax information.

  14. Letter template to a potential step parent to your child.

  15. Letter template of what to say to a Loved One.

  16. Letter template seeking forgiveness.

  17. Vital Information on those you Support and care for, including pets.

  18. Professional Advisors Template.

  19. Executor’s Checklist.

Legacy Protect Platinum
A$149.00
Every year

Get anytime access to our growing collection of classes, workshops, and exclusive content. New items added every month.

✓ All the benefits of Legacy Protect Gold
✓ Your Funeral Wishes
✓ Directions to your Power of Attorney
✓ All the Estate planning resources to inform your Executor
✓ Estate Challenge minimisation strategies