Goodbye
Guardian.

We take care of your loved ones when you are no longer with us. Let your legacy live on.

Goodbye
Guardian.

We take care of your loved ones when you are no longer with us. Let your legacy live on.

  • Who does your spouse call when you pass on – where do they start?
  • Who arranges the funeral and with what cash?
  • Does your spouse have enough cash until the life policy pays out?
  • Perhaps one needs to keep cash in a separate bank account?
  • Do you have access to bank accounts?
  • Do you know banking passwords?
  • Is the Will up to date and where is it stored?
  • Is there a Life policy in place? If so, is there enough to pay for:
    • Mortgage Bond?
    • Enough to pay family expenses?
    • Enough for children’s education?
  • Do you have access to all passwords – Banks, Phone, Social Media Accounts, Email?
  • Do you have work contact details?
  • Do you want to be Buried or Cremated?  Ashes to be thrown where?
  • Note to family as a last Goodbye?
  • Song to play at the funeral?
  • We used a nifty digital tool to quickly interact with you and then store all important information and documentation pertaining to the loved one that has passed, including insurance policies and passwords.
  • We ensure that your final wishes are executed accordingly.
  • We facilitate with the local funeral parlour to engage in helping with arrangements.
  • We can arrange with event planners to give your loved one a proper send-off.
  • Scott-Rodger Private Client Advisory becomes a co-executor of your estate and will thus be involved with the entire winding-up process.
  • Our contracted partners will also offer you a policy to cover all costs to wind up the estate as well as make available a fair bit of cash within 48 hours of your loved one passing.
  • We hold your original Will for safekeeping.
  • We are available 24/7 to help your spouse and children to navigate these tough times.
  • We take away the burden so that your family can spend more time celebrating you!

Navigate life's final chapter with peace and dignity.

Ensuring you have a Great Goodbye