FIDUCIARY-BASED ESTATE & HERITAGE PLANNING




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Foundation services for couples

If you have a few assets and still no cash to pay for deceased estate costs, then this service is for you. This service protects a spouse who needs to inherit the assets and needs the legal work done without having to find the cash to pay an executor, conveyancing attorney and other fees.


FOUNDATION SERVICES
COUPLES
R110
p/m






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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 has 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.

 
PERSONAL ACTION PLAN
We'll help you build the best plans for your life by providing you with practical services for each stage of your journey.



PLANNING SERVICES
 
Legal Services
 
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.

Description   Myprotector Inhouse Attorney
Basic legal planning consultations ** Principal member & spouse INCLUDED
Basic SINGLE Legal Will drafting ** Principal member & spouse INCLUDED
Basic Living Will document drafting ** Principal member & spouse INCLUDED
 
Financial Services
 
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.

Description   Myprotector Inhouse Attorney
Basic financial planning assessment online ** Principal member & spouse INCLUDED
Personal goals and aspirations hub ** Principal member & spouse INCLUDED
Personal bad debt strategy ** Principal member & spouse INCLUDED
Personal savings strategy ** Principal member & spouse INCLUDED
Online financial education articles and support ** Principal member & spouse INCLUDED
 
Estate Services
 
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.

Description   Myprotector Inhouse Attorney
Estate education and support ** Principal member & spouse INCLUDED
Legal will storage ** Principal member & spouse INCLUDED
Testamentary trust storage ** Principal member & spouse INCLUDED
 
Heritage Services
 
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.

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


DECEASED ESTATE SERVICES

The below services are only provided to members by our network of attorneys:


Deceased Estate Indemnity Services
   
EXECUTOR AND TRUSTEE APPOINTMENT
Myprotector appoints its inhouse attorneys to administer the deceased estate in order that we deliver on the agreement our members receive.
   
DECEASED ESTATE EXECUTOR SERVICES
Myprotector's network attorneys offers FREE executor services for the first R500 000 valuation of your estate, subject to Myprotector being nominated the executor within your Legal Will.
 
TESTAMENTARY TRUST ADMINISTRATION
Myprotector appoints its inhouse trustees to administer the testamentary trust on behalf of the nominated beneficiaries.
   
CONVEYANCING ATTORNEY SERVICES
If your estate is valued up to R500 000, then Myprotector will cover the cost of a property transfer for your family by paying the conveyancing attorney fees as part of our services. (see co-payment threshold values below)
   
MASTER'S OFFICE FEES
If your estate is valued up to R500 000, then Myprotector will pay the fee that is charged by the Master of the high court for deceased estate purposes. (see co-payment threshold values below)
   
ADVERTISING FEES
If your estate is valued up to R500 000, then Myprotector will pay for the 2 adverts that are placed in the local newspaper and the government gazette. (see co-payment threshold values below)
   
DECEASED ESTATE FAMILY SERVICES
If your estate is valued up to R500 000, then Myprotector provides family administration services alongside estate administration services that fall outside the responsibility of an executor. (see co-payment threshold values below)
   
KEY CONTACT NOTIFICATION SERVICE
All your planning is managed via a communication technology that keeps you and your work on the right track. A host of automated communication triggers are embedded within the Myprotector platform to ensure an effective, efficient and seamless flow of pertinent notifications/updates to all relevant parties, your financial advisor, your executor and family.
   
   
Family Risk Services
   
FUNERAL COSTS
If your estate is valued up to R500 000, then Myprotector will subsidise the funeral expenses for any of the bills relating to the funeral as part of our services. We don't pay-out a cash lump sum because we want to make sure the actual costs for the funeral are paid for and the money is not squandered or misused. (see co-payment threshold values below)
   
DAY-TO-DAY LIVING EXPENCES
If your estate is valued up to R500 000, then Myprotector will pay for the day-to-day household running expenses before any inheritance from your estate as part of our services. (see co-payment threshold values below)
   
CO-PAYMENT THRESHOLD LIMITS:
The Threshold services are subsidised by Myprotector up to specified values which then accumulate towards the annual threshold overall limits. When you pass away, your family will have access to these values and Myprotector will pay the bills for certain deceased estate costs. When the threshold limits are reached, your estate will be responsible to pay the outstanding cost of the deceased estate. Each member within your plan will receive the full values when they pass away.



Per couple
1st Year = R10 000 (Each)
2nd Year+R20 000 (Each)


Description   Myprotector Inhouse Attorney
Deceased estate family management system ** Principal member & spouse INCLUDED
Conveyancer fees ** Principal member & spouse Up to 100% of available annual threshold
Master's fees ** Principal member & spouse Up to 100% of available annual threshold
Advertising costs ** Principal member & spouse Up to 100% of available annual threshold
Protection for funeral costs ** Principal member & spouse Up to 100% of available annual threshold
Day-to-day living expenses ** Principal member & spouse Up to 100% of available annual threshold
Deceased estate executor fees for first R500 000 evaluation ** Principal member & spouse INCLUDED

   
Myprotector LegalTech Services
   
DECEASED ESTATE MANAGEMENT SYSTEM
The built-in deceased estate automation technology linked to your LegalTech vault, gives our executors the management tools they need to wind-up your affairs in the most efficient and cost-effective way possible. Regular 360-degree performance audits ensure that executors are giving the best, speediest and most transparent service to your family. The system also has built-in links to the High Court documentation process to speed up the winding-up of your estate by up to 60%.
   
EXECUTOR VAULT
This comprehensive and current set of consolidated documentation including, but not limited to assurances, bonds, bank accounts, real estate, and other policy benefits are invaluable in the winding up of an estate, ensuring that no benefits are left unclaimed and no valuable assets are sacrificed to the costs of processing a deceased estate. A consolidated view also ensures that all segments of your estate fit together seamlessly with no sectors left unattended.
   
PERSONAL PLANNING STRATEGY
Here's a proven strategy for you to use alongside our estate protector services and LegalTech. The guides are designed to help you with whatever life throws at you and our professional service team will be on-hand to walk you through your situation or needs. Each solution we provide you, gets added to your LegalTech platform for your executor.
 
 
Estate Enhancer Services
 
myICE EMERGENCY SERVICES
Myprotector offers a unique service to help individuals when they are in an emergency and are unable to speak for themselves. This service can be linked to a member's LegalTech vault and allows the member to record their critical information so that first responders can access the information they need when seconds count.



MYPROTECTOR ADMINISTRATION PLATFORM
 
Myprotector 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.

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




NOTES:

** 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 covered in your monthly subscriptions and are provided by Myprotector's inhouse attorneys and consultants.
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




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Conveyancing attorney services
   
Trust administrative services
   
Financial planning services
   
Estate planning services
   
Executor services
   
Tax services
   
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