Want to provide for your loved ones… for life?
Having a legal professional draft or update your will or power of attorney (POA) is the perfect way to protect your family’s financial future.
As a Serenia Life member*, you are eligible to apply for reimbursement of up to $150 every five years – a good motivation to keep these important documents up to date.
How Do I Apply?
Hire a legal professional.
Make sure you’ve hired the right person to write or update your personal will or POA. (Note that will kits do not apply for this benefit**.)
Submit an application.
Complete the online application form within 12 months of drafting your will or power of attorney, and be sure to include the required supporting documentation.
Provide proof of payment.
Be sure to attach a copy of your paid invoice with a balance of $0. If it indicates a balance is owing, please submit the paid receipt with your invoice.
Hire a legal professional.
Make sure you’ve hired the right person to write or update your personal will or POA. (Note that will kits do not apply for this benefit**.)
Submit an application.
Complete the online application form within 12 months of drafting your will or power of attorney, and be sure to include the required supporting documentation.
Provide proof of payment.
Be sure to attach a copy of your paid invoice with a balance of $0. If it indicates a balance is owing, please submit the paid receipt with your invoice.
Frequently Asked Questions
The Wills & Power of Attorney Benefit provides members with a reimbursement of up to $150 to help cover the costs of having a legal professional draft or update their will and/or power of attorney.
Save time, money, and stress for your loved ones by creating a Will & Power of Attorney. This benefit helps members cover the costs associated with drafting or updating a complex will. (For simple wills, please check out our Online Will & Power of Attorneys Benefit which offers a free Willful code.)
Members can receive up to a maximum of $150. The exact amount depends on the paid invoice.
Once every 5 years.
The eligibility requirements for this benefit include:
- will or POA must be drafted by a legal professional
- members must provide a copy of proof of payment (paid invoice with a balance of $0)
- members must complete the online application form within 12 months of drafting their will or power of attorney, and be sure to include the required supporting documentation
- will kits do not apply to this benefit
Got a question?
We’re happy to help. Reach out to our Member Benefits team to learn more.
*If you: (1) own a Serenia Life Financial annuity product, (2) are insured under one of Serenia Life Financial’s products, and/or (3) became a policyowner after February 23, 2021, you are indeed a member.
**Serenia Life Financial’s member benefits and programs are not contractual. They are subject to change and maximum funding limits.