- Structured Wealth Management is now in partnership with Capital Legacy to provide you with a valid, comprehensive Will tailored to your needs.
- Your Last Will and Testament is a vital and It is crucial that you have a valid, up to date Will in place that is kept in safe custody.
- Capital Legacy-our Last Will and Testament specialist provider will make contact with you to make an appointment at your convenience.
- The Will is FREE, with a reduced executor rate from 3.99% to 2.5% for our Structured Wealth Management clients.
- We will insure your will is up to date and you're getting the best possible deal.
DURING THE MEETING THE CAPITAL LEGACY CONSULTANT WILL:
- Draft and conclude your last will and testament.
- Do a calculation for you to illustrate what the Legal fees will be should you pass away, these Legal fees can have a major impact on what you intend on leaving to your beneficiaries.
- They will then explain and offer you their unique, optional Legacy Protection Plan that covers you against these Legal fees and expenses after death at a very nominal premium.