FIDUCIARY-BASED ESTATE & HERITAGE PLANNING




myPRO1 & myPRO2

Foundation services for singles and couples

If you're starting out and want to plan your life properly, then this option is great for those of you who need to be certain that your affairs are all neatly prepared and officially designed to meet your wishes.


FOUNDATION SERVICES
myPRO1 - SINGLE
R220
monthly (Services)
myPRO2 - COUPLE
R260
monthly (Services)






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What's included in the Foundation Services?





LEGALTECH HOSTING PLATFORM
 
LegalTech Services
 
PRIVATE LEGALTECH VAULT
The modern family requires modern solutions to their planning needs. Myprotector was built a secure and professional repository that you can access when planning all your affairs. This vault and its services are linked to all your key contacts.



PLANNING SERVICES
 
Legal Services
 
MODERN LEGAL DOCUMENT DRAFTING
Our attorneys will assist you with your basic legal documentation and will advise you about what issues you need to look out for when planning for your legal whishes.

Basic legal planning consultations ** Principal member ** Principal member & spouse INCLUDED (1 free Consultation per annum)
Basic SINGLE Legal Will drafting ** Principal member N/A INCLUDED
Basic JOINT Legal Will drafting N/A ** Principal member & spouse INCLUDED
Advanced SINGLE Legal Will drafting by Myprotector ** Principal member ** Principal member & spouse * 20% of network provider fees (max of R500)
Advanced JOINT Legal Will drafting by Myprotector ** Principal member ** Principal member & spouse * 20% of network provider fees (max of R500)
Existing Legal Will update by Myprotector legal team ** Principal member ** Principal member & spouse INCLUDED
Basic Power of Attorney document drafting ** Principal member ** Principal member & spouse INCLUDED
Basic Living Will document drafting ** Principal member ** Principal member & spouse INCLUDED

 
Financial Services
 
MODERN FINANCIAL ACTION PLANS
Myprotector guides you through the maze of planning your financial matters. You will have unique access to our education hub and our designed action plan that steers you along the way to your financial goals.

Basic financial planning assessment ** Principal member ** Principal member & spouse INCLUDED
Personal goals and aspirations hub ** Principal member ** Principal member & spouse INCLUDED
Advanced financial needs analysis ** Principal member ** Principal member & spouse * 20% of network provider fees (max of R400)
Personal bad debt strategy ** Principal member ** Principal member & spouse INCLUDED
Personal savings strategy ** Principal member ** Principal member & spouse INCLUDED
Passive income opportunity ** Principal member ** Principal member & spouse INCLUDED
Online financial education articles and support ** Principal member ** Principal member & spouse INCLUDED

 
Estate Services
 
MODERN SOLUTIONS FOR ASSETS
Our attorneys will show you where you need to plan and protect your estate from unnecessary costs. Your action plan will highlight areas of risk so that you have a good sense of what to learn about and where to access support.

Basic estate planning consultations ** Principal member ** Principal member & spouse INCLUDED (1 free Consultation per annum)
Basic estate planning assessment ** Principal member ** Principal member & spouse INCLUDED
Estate education and support ** Principal member ** Principal member & spouse INCLUDED
Advanced estate liability needs analysis ** Principal member ** Principal member & spouse * 20% of network provider fees (max of R450)
Legal will storage ** Principal member ** Principal member & spouse INCLUDED
Testamentary trust storage ** Principal member ** Principal member & spouse INCLUDED

 
Heritage Services
 
MODERN FAMILY HISTORY
The Heritage Archive was established as a private and exclusive portal, dedicated to families who have a LegalTech vault with the Myprotector Group (Pty) Ltd, to preserve their family's history and heritage.

Heritage planning strategy ** Principal member ** Principal member & spouse INCLUDED
Heritage education and support ** Principal member ** Principal member & spouse INCLUDED
Family Heritage Archive ** Principal member ** Principal member & spouse INCLUDED
Additional Family Trust assessment Subject to independent assessment Subject to independent assessment QUOTED
Trust protector services for your own trust Subject to independent assessment Subject to independent assessment QUOTED
Produce a physical life story Book for your family Subject to independent assessment Subject to independent assessment QUOTED



MYPROTECTOR ADMINISTRATION PLATFORM
 
Deceased Estate Administration Services
 
FAMILY SUPPORT SERVICES
When tragedy strikes, your family will have to manage all your affairs alongside your executor and other professionals. Myprotector will provide them with unique services and support, so they don't have to worry about what to do and how to manage everything.

24/7 family support centre service ** Principal member ** Principal member & spouse INCLUDED
Case manager gets assigned to your family when you pass away ** Principal member ** Principal member & spouse INCLUDED
Notification to your listed personal contacts about your passing away ** Principal member ** Principal member & spouse INCLUDED
dossier of completed tasks gets handed to your family ** Principal member ** Principal member & spouse INCLUDED
Your financial advisor gets access to ALL your policy information ** Principal member ** Principal member & spouse INCLUDED
Your estate executor gets access to ALL your LegalTech information ** Principal member ** Principal member & spouse INCLUDED
Notification to your listed employer about your passing away ** Principal member ** Principal member & spouse INCLUDED
Link your Heritage work to your family archive ** Principal member ** Principal member & spouse INCLUDED




NOTES:

* Network provider fees - The firm of attorneys who are networked to Myprotector and who offer our subscribers specialist services over and above the fundamental services that are offered by Myprotector. Myprotector will subsidise the cost of services offered by our network providers up to certain maximums.
** Principal member - The person who first signs-up to Myprotector and/or distributes the free LegalTech's to other family members. Free LegalTech vaults apply to family members (Max 6 users per subscription).
INCLUDED - The services marked with 'INCLUDED' are provided by Myprotector's inhouse attorneys and consultants OR by our network of attorneys ONLY.
Payer - The person or organisation who makes the monthly contributions to Myprotector on behalf of a family. If the payer skips the monthly contributions, then the result will cause some of the benefits to be closed for all family members.








MUCH MORE INCLUDED!


INCLUDED SERVICES
SPECIALIST ATTORNEY SERVICES
For member co-payment fee for services, we offer a network of attorneys who can provide you with the right specialists to solve the more complicated problems you may face.


Who is eligible to become a member?
We built the platform and added specialist services to cater to people who either don't want or can't afford life cover but need to protect their plans and their family from the inevitable costs of their passing.


- No medicals required
- Minimum entry age 18, max entry age 70
- No waiting periods






IN PURSUIT OF LIFE-LONG APPLIED LEARNING




Need immediate guidance?




If you need to discuss any of the below services, then complete our contact form and we will get back to you asap.




Advanced single and joint legal will services


   
Conveyancing attorney services
   
Trust administrative services
   
Financial planning services
   
Estate planning services
   
Executor services
   
Tax services
   
Other legal drafting services
   
Any other...