One policy, even more protection: life insurance + estate planning
$0 Included at no extra cost* $898
Complimentary estate planning tools now available with every policy (a $898 value)
Maximize protection for your loved ones
H o w does it w or k ?
1
Purchase an eligible life insurance policy with Ethos.
Our simple estate planning tools are available with your Perks benefit at no additional cost with every eligible policy purchased through Ethos. These tools allow you to create important planning documents in minutes.
Once your policy is active, you have access to all estate planning tools through your Ethos dashboard.
2
What tools are available?
S imply log in and follow the guided process to choose which documents you want to create.
3
Legal will Determines how assets are distributed, who will care for dependents, and who will manage the logistics of those decisions Power of attorney Hands temporary financial decision-making authority to a trusted person if someone becomes incapacitated Living trust Distributes money over time and allocates funds to specific needs, like education and housing Medical consent Provides instructions to a caregiver for a dependent ’ s medical emergencies 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
Who needs estate plannin g services?
A nyone reaching a life milestone likely needs to make estate planning decisions to protect their loved ones.
Parents need to determine who will care for their children if the unthinkable happens.
Homeowners should make a plan for financing the mortgage, should one of the owners pass away une x pectedly.
Student loan holde rs can use a trust to reserve their assets for loved ones.
N e w l yw eds and u n m a rr ied p a r tne r s can ensure their loved ones are cared for financially, especially if their state ’ s inheritance laws don ’ t apply to unmarried partners living together.
* Estate planning tools are available under the Perks benefit issued with eligible policies sold through Ethos. Policies issued in S C, S D , and W A are not eligible to receive the Ethos Estate Planning perk. Estate planning documents may not be available in all states . © 2024 Ethos Technologies Inc. Ethos operates in some states as Ethos Life Insurance Services. CA license #0L28949; AR license #100164629. Ethos offers policies issued by the carriers listed at www.ethoslife.com/carriers. Products and their features may not be available in all states.
T al k to your a g ent for details .
Q uestions?
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