Comparing Inheritance Solutions

This article will outline the different inheritance solutions.

Inheritance options are available to members across various tiers, including Standard, Premium, and Private Client members. Each tier offers unique benefits tailored to meet the diverse needs of our members.

The Basic Inheritance option stands out as a KYC (Know Your Customer) free solution, allowing for seamless access and utilization worldwide. This feature enables members to set up inheritance plans without the need for extensive verification processes, making it an easy setup that is accessible worldwide. 

For our Private Client members residing in the USA, there is Inheritance Classic, a grandfathered inheritance solution designed to provide enhanced benefits such as a secondary beneficiary. This option ensures that our long-standing Private Client members can continue to enjoy a tailored inheritance experience that meets their specific requirements.

Additionally, we provide Inheritance with Enhanced Verification, which is exclusively available to our US Private Client members. This option includes advanced verification measures, ensuring a higher level of security and compliance while managing inheritance plans. This is particularly beneficial for members who desire extra protection for their assets and want to ensure that their inheritance arrangements are handled with the utmost care and diligence.

Our inheritance offerings cater to a wide range of member needs, providing accessible, secure, and customized solutions to ensure a smooth transition of assets.