A Last Will and Testament is a vitally important part of your financial planning. Cannin Finance has partnered with Capital Legacy to ensure that you, our Clients have a valid, up-to-date, and signed Will in place. An appointed Teleconsultants will call on you the Customer to book an appointment with a Testamentary Consultant at a time and place convenient for you.
• In the appointment, the Tes
tamentary Consultant will advise
on and draft the Last Will and Testament
• Do a calculation to illustrate costs associated with dying
• Offer the Legacy Protection PlanTM as a solution to costs
associated with dying. THEREAFTER, WE WILL COMPLETE THE FOLLOWING FOR THE CUSTOMER:
• The Last Will and Testament is drafted and sent to the
Customer for signing
• They can send unlimited amendments
• Reference our signing guidelines to ensure the Will is signed
correctly
• Scan and send a copy of the signed Will to be placed in our
vault to [email protected]
• Every Customer gets a Legacy Protection PlanTM
• The policy is loaded and important documentation sent to the
Customer via email
• A Plan Schedule is emailed to the Customer to reflect their
plan type and percentage of fees indemnified through their
plan
As simple and comprehensive as that. With their assistance, our Customers will reach a greater understanding as to the implications of their personal deceased Estate legal fees.
