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Wills & Power of Attorney

At Serenia Life Financial, we know that your will and POA are much more than legal documents – instead, they are the lasting acts of stewardship and love.

Want to provide for your loved ones… for life?

Having a legal professional draft or update your will or power of attorney (POA) is the perfect way to protect your family’s financial future.

As a Serenia Life member*, you are eligible to apply for reimbursement of up to $150 every five years – a good motivation to keep these important documents up to date.

How Do I Apply?

Hire a legal professional.

Make sure you’ve hired the right person to write or update your personal will or POA. (Note that will kits do not apply for this benefit**.)

Will-application

Submit an application.

Complete the online application form within 12 months of drafting your will or power of attorney, and be sure to include the required supporting documentation.

 

Will-payment

Provide proof of payment.

Be sure to attach a copy of your paid invoice with a balance of $0. If it indicates a balance is owing, please submit the paid receipt with your invoice.

Hire a legal professional.

Make sure you’ve hired the right person to write or update your personal will or POA. (Note that will kits do not apply for this benefit**.)

Will-application

Submit an application.

Complete the online application form within 12 months of drafting your will or power of attorney, and be sure to include the required supporting documentation.

 

Will-payment

Provide proof of payment.

Be sure to attach a copy of your paid invoice with a balance of $0. If it indicates a balance is owing, please submit the paid receipt with your invoice.

Got a question?

We’re happy to help. Reach out to our Member Benefits team to learn more.

Apply for this benefit today

Ready to protect your loved ones… for life?

5 minutes

 

*If you: (1) own a Serenia Life Financial annuity product, (2) are insured under one of Serenia Life Financial’s products, and/or (3) became a policyowner after February 23, 2021, you are indeed a member.

**Serenia Life Financial’s member benefits and programs are not contractual. They are subject to change and maximum funding limits.