PaxAnimi® for me

If doing your estate planning keeps ending up in the ‘too-hard basket’, PaxAnimi® is for you.

Where there's a will, there's now a new way.

Have you been putting off your estate planning, leaving your wealth and family unprotected?

If you already have a will, has it been prepared with the opportunity to deliver tax effective outcomes and protections against the risks of passing wealth on death?

PaxAnimi®’s full-service estate planning application delivers:

  • Enduring power of attorney
  • Guardianship appointment
  • A comprehensive will with optional testamentary trusts (that allow for a choice of a flexible and two capital protected trusts)
  • A complete estate planning report outlining what you have done and why
  • A housekeeping outline is included in the report, advising you what you need to do to get your personal and financial circumstances to align with your estate planning in the most effective way
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How it works

01.

Access PaxAnimi®’s online Screening Tool

You access PaxAnimi®’s Screening Tool 24 x 7, where in your own time you will be guided through the step-by-step, easy-to-use full advisory service

02.

If you fit the profile

If you fit the profile in the Screening Tool (and most people do), you will receive your personalised estate planning documents and report, online

03.

You pay for your estate planning

You pay the fee once the process is completed (a husband and wife or partners are charged only the one fee)

Fee structure

Signing up to PaxAnimi®’s online estate planning service is free of charge

You only pay once you complete the process (a husband or wife or partners are charged only the one fee).

Benefits to you

PaxAnimi® can help to plan for the best outcome for you

Full service

Delivering a full effective estate planning service, without compromising on quality

Fast turnaround

Speeding up the delivery of your estate planning using PaxAnimi®’s powerful screening tool

Simple fee

No subscription fees or upfront costs, you only pay once you complete the process

Online access

Online access to all of your historic and current estate planning documents and decisions

Make sure you have the opportunity to deliver your beneficiaries a tax effective outcome and protection against the risks of passing wealth on death. Use PaxAnimi®. Online.

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