Later Life Planning › Inheritance Advance
Access Your Inheritance Early
Managing finances during estate administration can be challenging, especially when inheritance distribution is delayed. Through our partnership with Level, Aetas Partners offers an Inheritance Advance service, allowing beneficiaries to access their inheritance early, providing financial relief and flexibility when it’s needed most.
Why Consider Inheritance Advance?
The administration of an estate can take months or even years, delaying the distribution of inheritance to beneficiaries. Meanwhile, beneficiaries may face financial pressures such as:
- Paying off personal debts
- Meeting ongoing living expenses
- Covering education or medical costs
- Seizing time-sensitive investment opportunities
Waiting for the estate administration process to conclude shouldn’t mean putting your financial plans on hold.
How Inheritance Advance Works
With Inheritance Advance, beneficiaries can access up to 60% of their anticipated inheritance before the estate is fully administered. Here’s how it works:
Key Features
- No personal liability: Secure your advance with your inheritance, not your personal assets. Loans are non-recourse if you keep to your agreement, the loan is repaid from the estate, never by you personally.
- Based on your inheritance, not your circumstances: We assess loan affordability based on your inheritance, not your personal income or assets.
- No monthly payments: Interest is rolled up throughout the term of the loan. You don’t have to make any monthly payments. The professional administrator repays your loan in full, before distributing any residual inheritance to you.
Support When You Need It Most
Inheritance Advance is designed to provide beneficiaries with peace of mind, removing financial uncertainty during the often-lengthy probate administration process. By working with Level, Aetas Partners ensures that beneficiaries receive financial support with fairness, efficiency, and professionalism.
Inheritance Advance
Ready to unlock your inheritance early? Contact us to learn more about how Inheritance Advance can help you navigate estate administration with confidence. Let’s provide you with the financial freedom you deserve.