Even more living benefits Ethos Perks, an $898 value 1 , offers complimentary estate planning tools at no additional cost (n/a in WA, SD)
Included templates help your clients create a legally-binding: 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 dependentʼs 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 planning? ● Parents ● Homeowners ● Student loan holders ● Newlyweds and unmarried partners How does it work? Policyowners can access all estate planning tools through their Ethos dashboard.
1 For insured and spouse
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