J & J Financial
Services
WILLS AND TRUSTS
With regards to having a Will activated, it is advised that you take time to understand the process and the options you will have:
- Will drafted and finalised free of charge.
- Capital Legacy Indemnity Plan which caters for costs upon your death (as per below) attracts a charge per estate value.
You are not compelled to consider the Indemnity plan however please take note that costs will be payable by your family.
Your estate will not be finalised until payment is made.
The advantage of having your will with Capital Legacy is that the standard cost of 4.025% inclusive is reduced to 3.02% inclusive, regardless of whether an indemnity plan is activated or not.
Capital Legacy Application and Blueprint form attached. Please peruse and view videos via the link below in order to understand the product and its benefits.
You may document bequests and wishes at the bottom of your Blueprint Form.
INDEMNITY PLAN Benefits:
Have you catered for Estate costs and Charges?
In the event of your untimely death?
Executor Fees?
Conveyancing Fees?
Testamentary Trust Fees?
If Not, This plan should be considered.
We will calculate approximate charges upon death and advise on a suitable plan to cater for costs.
Please click on the buttons below to follow the links and watch an informative YouTube Video on the Real Cost of Dying and the Overview of the Legacy protection Plan offered by Capital Legacy