Estate Planning Innovation

The Beneficiary
Liquidity Plan

Ensure your family has cash in hand within 24 hours — no probate delays, no death certificate waits, no financial burden.

50%+

Families go into debt

$12,616

Avg. loss-related expenses

24 hrs

Funds available

35%

Receive no estate reimbursement

The Problem

Is your family prepared for
immediate expenses after your passing?

Even a well-drafted will and living trust could leave your family without the necessary funds for immediate final expenses. Because death certificates can take days or weeks to be issued, inheritance money is rarely available to cover funeral costs, mortgage payments, legal fees, and more.

“More than 50% of families go into debt following the death of a loved one — and there hasn't been a simple solution. Until now.”

According to Empathy’s 2024 “Cost of Dying” report, families face an average of $12,616 in loss-related expenses. 35% receive no reimbursement from the estate at all, leaving them to cover costs from personal savings, credit cards, or selling assets at distressed prices.

You deserve the peace of mind of knowing your family won’t have to worry. The Beneficiary Liquidity Plan gives you that certainty.

The Solution

The Missing Piece of
Your Estate Plan

The Beneficiary Liquidity Plan (BLP) is a game-changing financial tool designed to ensure your beneficiaries have access to cash within 24–28 hours — without waiting on probate or death certificates.

No Medical Exams

No health questions, no ongoing premium payments. The BLP is straightforward and accessible to everyone.

Guaranteed Coverage

Provides guaranteed whole-life coverage — no surprises, no fine print that leaves your family exposed.

Uses Existing Assets

Funded with your existing assets — no additional funds required. Seamlessly integrates with your current estate plan.

24–28 Hour Access

Funds are available within 24–28 hours through licensed funeral providers — when your family needs it most.

Works Alongside Your Will

The only plan that works alongside estate plans, ensuring your family won't struggle while waiting for settlements.

Zero Financial Burden

Eliminate the need for loved ones to dip into personal savings or go into debt during an already difficult time.

How It Works

Simple. Fast. Certain.

Schedule a Free Consultation

Connect with Michael R. Morera, CMT, to review your current estate plan and identify the liquidity gap your family may face.

Integrate the BLP Into Your Estate Plan

Using your existing assets, we set up the Beneficiary Liquidity Plan — no new premiums, no medical exams, no disruption to your current strategy.

Your Family Receives Funds in 24 Hours

When the time comes, your beneficiaries have access to the cash they need within 24–28 hours — through licensed funeral providers — with zero delay.

Get Started Today

Protect Your Family.
Starting Now.

Request your no-obligation consultation. We’ll review your current estate plan and show you exactly how the BLP closes the liquidity gap — at no additional cost to you.

Request a Free Consultation

We’ll reach out within one business day.

Michael R. Morera, CMT

My Estate Plan Made Easy

Michael specializes in helping families close the financial gaps that even well-drafted estate plans leave behind. With deep expertise in beneficiary planning and estate liquidity, he’s helped hundreds of families ensure their loved ones aren’t left scrambling during the most difficult moments of their lives.

☎ 833.233.4262 ✉ info@myestateplanmadeeasy.com 🌐 myestateplanmadeeasy.com

The BeneficiaryLiquidity Plan