Estate Planning Support Plan
Our estate planning support plan is powered by our dedicated site zumo health. It is designed for existing customers of Strategic Asset Protection who have subscribed to the Support Plan following the creation of your Will.
Zumo Health is a comprehensive digital platform designed to empower individuals to take control of their health and well-being and finances.
A digital platform that provides you and your family with around the clock GP and mental health access, anytime, anywhere and the peace of mind knowing that you have additional support from an estate planning consultant who is on hand to answer questions and keep you protected and up to date with changes in legislation so your needs are always up to date.
Why are we offering this?
We understand that planning for the future involves more than just safeguarding your assets, it’s about ensuring your well-being of that of your loved ones and the knowledge that have help at hand from friendly and knowledgeable advisors.
By securing your will with us, you not only ensure that your important documents are protected, but you also gain access to a powerful tool that supports your health and well-being every day.
How to get started?
It’s simple! As a valued client, you’ll receive access to Zumo Health when you store your Will with us or subscribe to the Support Plan.
Click Here to See the Service of the Support Plan - More Info
Here’s how:
- Secure Your Will: Continue or begin storing your will with us – a secure and trustworthy choice
- Receive Access: We’ll send you a personalised link to activate your Zumo Health account or you subscribe here yourself and register
- Enjoy the Benefits: Explore all that Zumo Health has to offer and take control of your health journey.
Strategic Asset Protection will provide your estate planning support plan for a fixed fee Annually of £300 Including VAT
Key features:
- Secure Will Storage
- Annual Reviews of Estate Planning
- Updates on existing Documentation Only produced by Strategic Asset Protection included in the Plan Free
- Access to a Bespoke Dashboard Signposting Services
- Advice Line for Support on your Estate Planning Questions
- Family access(household) to a fully qualified GP 24/7
- Video or phone call appointments available
- Access to mental health counsellors
- Private Prescription service available
- Access to Financial Support
- Access to Legal Support
At Zumo Health, your privacy and security are a priority. We do not store your personal health details. Any information stored is with advanced encryption technology, ensuring that your data remains confidential and safe.
