FIDUCIARY-BASED ESTATE & HERITAGE PLANNING




myPRO3 & myPRO4

Full services suite for singles and couples

If you're moving forward in life and need to be sure that all your estate matters will be handles by professionals when you pass away, then this option is the way to go. Our team will make sure your assets and instructions are handled professionally and legally.


FULL SERVICES SUITE
myPRO3 - SINGLE
R280
monthly (Services)
myPRO4 - COUPLE
R340
monthly (Services)






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What's included in the Full Services Suite?





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 WILL 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 (2 free Consultations 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 (2 free Consultations 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



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 1
Myprotector's network attorneys offers free executor services for the first R1 Million valuation of your estate, subject to Myprotector being nominated the executor within the Modern Legal Will.
 
DECEASED ESTATE EXECUTOR SERVICES 2
Should your estate become valued above R1 Million, then Myprotector offers its executor services at 2% through a network attorney.
 
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 R1 Million, then Myprotector will cover the cost of a property transfer for your family by paying the conveyancing attorney fees as part of our services.
   
MASTER'S OFFICE FEES
If your estate is valued up to R1 Million, then Myprotector will pay the fee that is charged by the Master of the high court for deceased estate purposes.
   
ADVERTISING FEES
If your estate is valued up to R1 Million, then Myprotector will pay for the 2 adverts that are placed in the local newspaper and the government gazette.
   
DECEASED ESTATE FAMILY SERVICES
If your estate is valued up to R1 Million, then Myprotector provides family administration services alongside estate administration services that fall outside the responsibility of an executor.
   
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 for FREE.
   
   
Family Risk Services
   
FUNERAL COSTS
If your estate is valued up to R1 Million, 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 R1 Million, 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 single person Per couple
0 - 6 Months = R0 0 - 6 Months = R0 (each)
7 - 12 Months = R2 500 7 - 12 Months = R5 000 (each)
2nd Year = R5 500 2nd Year = R12 000 (each)
3rd Year+ = R15 000 3rd Year+ = R20 000 (each)

   
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
 
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...