ACTIVATE VOUCHER FAMILY HERITAGE ARCHIVE MEMBER SUPPORT

Life & Legacy plans

Planning

Your Plan Begins Here.

Who actually decides what legally happens to everything you've worked so hard for in your life?

Will you?

Or will you leave it to the law to decide who inherits what you've worked so hard to build?

→ Without a valid plan, you don't get to have a say.


Start A Free Life & Legacy Plan →
myPROVAULT

Nail the basics

You've got a career. A family. A home. Bills, plans and a future you're building. But have you actually got your affairs sorted?

The Life & Legacy Plan helps you:
  • Know where you stand today.
  • See what's missing.
  • Build a clear roadmap.
  • Decide which services, if any, are right for you.
  • Prepare your family for the future.
Building membership

How the Life & Legacy Plan Works

Your MyProtector Life & Legacy Plan guides you through every stage of getting your affairs in order — from building your planning foundation today to protecting your family and preserving your legacy for generations to come.

Let's start by getting the important basics of your life organised, then build from there.



WHILE ALIVE AFTER PASSING H e r i t a g e T r u s t E x e c u t o r A d v i s o r M y P r o t e c t o r Discover Fund Organise Protect Consolidate Preserve START LIFE ASSESSMENT PERSONAL PLAN ROADMAP EXECUTOR SYSTEM • LEGAL WILLS • CRISIS CARE REVENUE & REWARDS BOND • RETIRE • INVEST DISABILITY • LIFE • FUNERAL HOUSEHOLD • MEDICAL • INCOME Product Marketplace DECEASED ESTATE ADMINISTRATION FAMILY HERITAGE ARCHIVE Used to Fund Marketplace Services

Click a level of the pyramid to jump to its details

Start With The Basics

We get it! You're busy building your life. Getting your affairs in order shouldn't feel like another full-time job. Start with the basics, get the foundations right, and build from there as your life changes.

Your journey starts with a free Life & Legacy Plan. Once you have it, the quickest way forward is to take a few minutes to make sure Stages 1 & 2 are in place:

What Happens at Each Stage?

Stage 1: Discover

• Start your free Life & Legacy Plan.
• Follow the instructions on your welcome letter.
• Do the quick Life & Legacy assessment.
• Identify what you already have in place.
• Identify gaps that still need attention.
• Receive your planning roadmap email.

Your Outcome:
"I now understand what I need."

Stage 2: Organise

• Login to your account dashboard.
• Click on the 'Step 2 - Activate My Services' link.
• Activate your Executor Information System (platform).

Your Outcome:
"I've prepared everything properly."

• Click on the assessment result for wills.
• Follow the links to find the wills web page.
• Take a free Legal Will by downloading it.
• Send it to our attorneys and we’ll make sure its legal (free service).
• Store it somewhere safe and make sure to record that in your platform.

Your Outcome:
"I've put my legal instructions in place."

• Look at your assessment email and click on the Crisis Care link.
• Learn about the Crisis Care Plan.
• Subscribe to the Crisis Care Plan option that works for you.
• You will receive your card/s and instructions.
• Follow the set-up instructions with your platform.
• Keep your card with you.

Your Outcome:
"I have an emergency solution ready for a crisis."

Stage 3: Fund

• Join the optional Merchant Partnership (MerchMoni™).
• Introduce people to MyProtector.
• Earn monthly income from qualifying subscriptions.
• Receive rewards as you progress through the levels.
• Use your income to help fund services from the Marketplace.
• Your income can also be left as an inheritance for future generations.

Your Outcome:
"I can now help fund my protection and future purchases."

Stage 4: Protect

• Revisit your assessment results and find the next risk area to tackle.
• Learn about the solutions that address your planning needs.
• Explore the growing range of products and services available to members.
• Activate the services you choose.
• Add further services as your needs change.
• Make sure to record what you have in your platform.

Your Outcome:
"I have access to an expanding marketplace of products and services that work together."

Stage 5: Consolidate

• When required, your nominated executor gains authorised access to your Executor Information System.
• The information prepared during your lifetime becomes available to those responsible for administering your affairs.
• We support your family during the deceased estate administration process.
• Visit the Marketplace for Legal & Estate Plans to protect your assets and their inheritance.

Your Outcome:
"When the time comes, everything I've prepared is brought together to support my family and administer my estate."

Stage 6: Preserve

• Visit the Marketplace to learn about the Family Heritage Plans.
• We prepare your Family Heritage Trust deed.
• Record your family's values, history, guidance and wishes.
• We preserve your family's heritage in your family heritage archive.
• We help build legal structures intended to support future generations.

Your Outcome:
"My family's wealth, values and legacy continue for generations."

How to Start Your Life & Legacy Plan

The Life & Legacy Plan is a guided process that helps you see your personal situation as a structured system. It brings together the key areas of adult life into one clear overview, helping you understand what is already in place, what may be missing, and what may need attention as your life evolves.

Step 1 - Sign-up To Your Plan

Start by completing a simple application form. Once done, you will receive a welcome letter and the instructions needed to begin the Life & Legacy Plan.

Step 2 - See what needs to be in place

Complete a simple guided assessment that gathers the key risk areas needed to build your Plan. This stage helps you understand what you have done right and what still needs your attention, giving you a clear roadmap for your future.

Step 3 - Activate what you need

Once your onboarding is complete, you can choose to take action on the areas that matter most. If you decide to proceed, the system connects you to the relevant solutions that help you put the necessary structures in place over time.

Why MyProtector Is Different

MyProtector is a Family Life Operating System that brings the important parts of your life, your family and your future together in one connected system.

Unlike traditional providers that sell separate products, MyProtector gives you one place to start and one connected journey to follow.

  • Family-Focused Protection —
    MyProtector is designed around protecting and supporting families, not just individuals. Our services recognise that life decisions and responsibilities often affect the entire family.
  • No Premium Increases —
    Unlike many traditional products that increase in cost as you get older, MyProtector memberships are designed to provide stable and predictable pricing.
  • Complete Service Suites —
    Each service includes the full suite of benefits and support associated with that service, helping to avoid unnecessary complexity and multiple add-on costs.
  • Membership-Based Approach —
    MyProtector operates as a membership platform focused on planning, preparedness, support, and protection rather than a traditional insurance-only model.
  • Integrated Planning Foundation —
    MyProtector provides a central foundation for your planning, protection, and preparedness through your secure Vault. By bringing important information, services, and plans together in one coordinated system, everything can work together more effectively when it is needed most. This helps improve organisation, coordination, and support during important life events, emergencies, or times of crisis.
  • Self-Funding Opportunity —
    Members may have the opportunity to offset or cover the cost of their subscriptions through participation in the MyProtector affiliate programme.
  • Built for 30 & 40-Somethings —
    MyProtector is specifically designed for individuals and families who are building careers, raising families, managing responsibilities, and beginning to focus on long-term planning and protection.
  • Flexible Membership Options —
    Life circumstances change, and your protection needs can change with them. Unlike many traditional insurance products that require new applications or underwriting when changing cover, MyProtector allows members to upgrade or downgrade their memberships as their needs evolve.


    • Why Families Choose MyProtector

    MyProtector gives families a structured and connected way to prepare for life's key events, helping bring important plans, information and services together.

Your Plan Works on Autopilot

Your Executor Information System (Vault) keeps your information connected in one place, making it easier to manage life as it changes.

  • Your services are already linked and prepared
  • Your information is structured for legal processes
  • Your emergency support activates when needed

All your information is linked together and ready for your executor when that time comes.

MyProtector is built differently
The Process

How It All Comes Together:

When a major life event occurs, all your planning solutions get triggered by the myICE service immediately:

  • Key contact notifications are handled
  • Emergency services are activated instantly
  • Ensuring legal processes begin immediately
  • Supporting estate administration through your appointed executor

Your plan does not sit idle — it activates automatically when required, supporting your family and your legacy.

One simple idea

The Life & Legacy Plan exists for one reason:

To give you a clear starting point for understanding, organising and getting your affairs in order before deciding what professional help you need.


Start A Free Life & Legacy Plan →