Private by design • Structured clarity • Not a fiduciary service
Lexi-Life organises structured information and links so the right people are not left guessing.
Policies & Benefits
These do not usually form part of your estate totals, but they are critical for your family and executor to understand.
This is not a once-off setup. It is something you maintain over time.
Capture life cover, funeral policies, retirement funds, disability, critical illness / dread disease and education policies, together with any beneficiary information someone may need.
Your information is private and structured for access
Lexi-Life stores structured information only, not your original documents. Keep original files in your own secure storage and use this record to organise what exists, where it is, and who needs to know.
Think about:
- • Life insurance and risk cover
- • Funeral policies
- • Retirement annuities, pension and provident funds
- • Disability and critical illness / dread disease cover
- • Education policies
Note: Do not include medical aid or GAP cover here. These are healthcare services rather than financial benefits.
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Enter numbers only, for example: 500000 or 1,200,000