Yes, creating a will can be tedious. And historically, it was an expensive process too. But the good news is, this no longer has to be the case. Plus, as a Serenia Life member*, you’ve got some pretty great options.
Which option is right for me?
Best for Simple Needs
Serenia Life Financial has partnered with Willful® to give members the opportunity to create their will and appoint power of attorneys (POAs) simply, quickly – and at no cost. Willful is a digital estate planning platform whose easy step-by-step process can be done online in less than 20 minutes.
This new one-time benefit is most appropriate for members without complex needs (e.g., property abroad, separated but not divorced, in need of legal advice, etc.), giving them access to Willful’s premium plan (valued at $189). This plan includes:
- a personalized will,
- POA to manage your finances and property, and
- POA to handle your healthcare decisions.
Complete your will and power of attorneys online in less than 20 minutes – at no cost to you.
Best for Complex Needs
Have more complex needs? Enlist a lawyer’s help, and we’ll reimburse you up to $150.
Having a legal professional draft or update your will or power of attorney (POA) is the safest 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.
Get reimbursed when you hire a lawyer to draft or update your will or power of attorney.
Got a question?
We’re happy to help. Reach out to our Member Benefits team to learn more.
*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.