Ethos estate planning tools Are available at no additional cost to eligible policyholders (a $898 value)*
Clients will get complimentary access to:
Legal Will
Living trust
Power of attorney Hands temporary financial decision-making authority to a trusted person if someone becomes incapacitated
Determines how assets are distributed, who will care for dependents, and who will manage the logistics of those decisions
Distributes money over time and allocates funds to specific needs, like education and housing
Medical consent
Healthcare directive
Specifies what medical actions should be taken in the event someone is no longer able to make decisions due to illness or incapacity
Provides instructions to a caregiver for a dependentʼs medical emergencies
*Estate planning tools are available under the Perks benefit issued with eligible policies sold through Ethos. Policies issued in SC, SD, and WA are not eligible to receive the Ethos Estate Planning perk. Estate planning documents may not be available in all states.
ethos.com
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