Estate Ready
Legacy plan bundling.
Made Simple.
Bring all your legacy planning documents together in one bundle for seamless and cost-saving efficiency. Make your world instantly more organised with Estate Ready, powered by the Montane Legacy Cloud.
Organise
High-performance bundle.
You won’t want anything to get in the way of a legacy with the power to change the world of your loved ones. And nothing will, thanks to Montane’s legacy bundle — Estate Ready. Imagine all the necessary documents for your legacy sorted. Smoothly and easily. And all in one hit that saves money.
Communicate
An all-new way to communicate with loved ones.
If you could look inside a legacy created with Estate Ready, you’d see something remarkable. A legacy plan bundle that communicates with clarity and sophistication and saves you time and money along the way. Start a conversation with your loved ones about your legacy plans so they know and understand all your choices. This way, you minimise the chance of family arguments. Plus you’ll give them – and yourself – the feeling of peace that comes with savvy forward thinking and preparation.
Delegate
Your personal delegation tool.
There are times when you need to delegate financial, health and other personal responsibilities to trusted friends or family. Estate Ready is the cost-saving bundle that appoints someone to make choices for you when you can’t. Plus, with Estate Ready secure storage, get peace of mind knowing all your Life & Legacy documents are in one place — for whenever you need them. This makes delegation smooth and easy.
Design
Play by your own rules.
Whether you’re in a blended family, a traditional family, same-sex partnership, living alone or in group share arrangements, bundle your legacy plans to save time and money. Estate Ready designs your legacy with forethought, innovation and a focus on your unique needs. Montane Legacy Cloud’s time-efficient products are flexible and predictive – which means they keep you ahead of unexpected life events and outcomes, no matter how you arrange your relationships.
