Montane Introduces Estate Ready — A Convenient, One-Stop Legacy Package.
BRISBANE, Queensland — January 18, 2016 — Montane today unveiled Estate Ready, a convenient, one-stop package that gives customers all the legacy planning tools they need.
Montane’s Estate Ready covers the gamut of personal legacy planning needs. An Estate Ready package includes:
- Will
- Enduring Power of Attorney
- Life Trust
- Living Will (Advanced Health Directives)
- Asset ownership structures
- Guardianship wishes
- Mediated family meetings to discuss legacy distribution
- Executor and beneficiary preparation and education.
Craig O’Hara, CEO of Montane Legal says legacy planning is not just something people do when they feel they’re nearing the end of their lives. Legacy planning also accounts for times when individuals are incapacitated or temporarily unable to make decisions for other reasons.
Importantly, O’Hara also sees legacy planning as, what he calls, “value-making and value-declaring”.
Montane has reinvented the way customers think about estate planning. “I prefer to think about estate planning as part of a larger and more meaningful process of legacy planning,“ O’Hara says. “It’s about creating and leaving behind an expression of values and individual social impacts, as well as passing on of what you own.”
That’s why Montane emphasises the importance of intellectual as well as material property. Intellectual capital includes assets and creations that come from the mind.
According to O’Hara, many people do not value the importance of their intellectual capital. Therefore, they don’t think about it in their planning. Take writers; many published and unpublished authors don’t consider their works valuable, but when they die, the works might become cult hits and their ownership rights become worth having. The author of the Madeline series of story books, Ludwig Bemelmans, is a pertinent example of this.
“Family tensions often come to the fore when a traumatic event occurs. It’s best to have everything organised so as not to cause extra stress to people already suffering,” O’Hara says.
Estate Ready ensures that everything is in place to build and protect legacies. Legacy can then be handled smoothly and efficiently. For creative people, it may also mean the legacy yields assets and capital for generations to come.
Montane Legal has reinvented the delivery of legal services with its MLS system to harness cloud-based technologies. Montane is at the fore of the digital legacy revolution with TitleSafe, Montane Will Trust and the Montane Online Store. Montane Legal is a part of Montane Global, a company that gives customers the tools to create, manage, monitor and monetise their branded lifestyle across multi-channel customer experiences.
Estate Ready provides customers a convenient and one-stop package for legacy planning and creation. For more information, visit www.montanestore.com/estateready.
Press contact:
Naomi Stekelenburg
Montane Legal
naomi@montanelegal.com.au
+61 7 3067 7550
+61 7 3067 7550
admin@montanelegal.com.au