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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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