Is Your Hard-Earned Legacy Secure?
Gain Peace of Mind with Our $100 Annual Legacy Audit.
Your Proactive Solution – The $100 Annual Legacy Audit
For just $100, our Annual Legacy Audit offers a comprehensive review of your current preparedness, designed to bring you immediate peace of mind. This isn't just another checklist; it's a strategic tool tailored for busy professionals like you.
What Our Legacy Audit Delivers:
- Clarity on Your Personal Wishes: We help you document preferences for end-of-life care, personal messages, and the distribution of sentimental items.
- Comprehensive Financial Overview:
- Consolidate information on all assets (bank accounts, real estate, investments, insurance) and liabilities.
- Crucial Beneficiary Designation Review: Are your beneficiary designations on retirement accounts (IRAs, 401(k)s), life insurance policies, and other financial accounts current and aligned with your wishes?
- Organization of vital financial documents.
- Funeral Arrangement Preparedness: Outline preferences and pre-planning steps to ease the burden on your family, connecting you to resources like Everest Funeral Concierge.
- Legal Considerations Check-Up: Assess existing wills, trusts, powers of attorney, and advance directives, with pathways to expert legal partners like InheritGuard for robust solutions.
- Digital & Practical Matters: Securely organize digital account information and outline wishes for your online presence.
- Family Support Insights: Lay the groundwork for clear instructions and support for your loved ones.
Benefits for You:
- Reduce Stress & Uncertainty: Know that you've taken proactive steps to protect your family.
- Identify & Address Gaps: Uncover areas in your current planning that need attention.
- Informed Decision-Making: Gain the clarity needed to make important choices about your legacy.
- Affordable Peace of Mind: A small annual investment for significant reassurance.
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The Unspoken Concern of Every Successful Professional
In the midst of demanding careers and a fast-paced life, it's easy to postpone planning for the future. Yet, you understand the importance of foresight. You've likely witnessed the challenges that arise when loved ones are unprepared. Legacy planning isn't just about assets; it's about providing clarity, reducing stress for your family, and ensuring your wishes are honored, especially during those critical first 24 hours after an unexpected event. Your First 24 Plan, we help you translate your life's work into a lasting, secure legacy.
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Beyond the Audit – Your Pathway to Comprehensive Legacy Security
The Annual Legacy Audit is your foundational step. From there, First 24 serves as your trusted navigator, connecting you to a network of premier services and experts to fully implement your legacy plan:
- Everest Funeral Concierge: Access dedicated 24/7 advisors to assist with funeral planning, price negotiation, and relieving your family of logistical burdens during a difficult time.
- Tailored Life Insurance Solutions: Ensure your loved ones are financially secure and can cover immediate expenses without strain.
- Expert Legal & Financial Partnerships: Seamlessly connect with trusted professionals, including services like InheritGuard for creating or updating wills, trusts, and other essential legal documents. Our holistic approach ensures all facets of your legacy are professionally managed.
We provide a coordinated experience, saving you the time and stress of finding and vetting multiple disconnected services.