Storage Plans - Comparison Matrix
We offer three storage and aftercare plans: Storage & Updates, Legacy Management Plan, and the Estate Management Plan+. Each offers different levels of protection and support.
Comparison table
| Features | SU |
PW (for reference only) |
LMP |
EMP+ |
| Secure document storage | ✅ (will not included) | ✅ (will not included) | ✅ (will included) | ✅ (will included) |
| Unlimted will updates | ✅ | ✅ | ✅ | ✅ (includes unlimited trust updates) |
| Regular will reviews | ✅ | ✅ | ✅ | ✅ |
| Personal digital vault | ✅ | ✅ | ✅ | ✅ |
| Executor support | ❌ | ✅ | ✅ | ✅ |
| Reduced fees on full estate administration, if necessary | ❌ | ✅ | ✅ | ✅ |
| Reduced fees on full estate administration if the client ever has to act as an executor | ❌ | ✅ | ✅ | ✅ |
| FLIT to protect residue | ❌ | ❌ | ✅ | ❌ |
| Lifetime discretionary trust for primary residence | ❌ | ❌ | ❌ | ✅ |
| Bare trust to maximise tax thresholds and manage periodic charges | ❌ | ❌ | ❌ | ✅ (old emp clients do not have a bare trust) |
| Lasting power of attorney for property and financial affairs | ❌ | ❌ | ✅ | ✅ |
The Perpetual Will is no longer available to new clients. Any clients who already have one will continue to receive all the benefits they were promised.