Simplifying Legacy Planning with the 1Legacy App

Introduction

Legacy and financial planning is all about making sure your future is as you want it to be, without making it feel like a chore.

The 1Legacy app is here to take the mystery out of the process, offering a straightforward way to get your Will and finances in shape, ensuring those important to you are looked after.

Wills & Probate

Navigating the future starts with a clear plan today. Our Wills & Probate solutions empower you to craft a Will that not only outlines your final wishes but also simplifies the probate process for your loved ones.

With our guidance, you’ll ensure your legacy is preserved exactly as you envision, providing peace of mind for both you and your family.

And don’t worry, you won’t get caught up in complex terms and lengthy processes, our app focuses on clear, easy steps to help you outline your wishes and get your estate organised. You’ll have the tools you need, minus the headache.

Effortless Will Creation & Management

The app demystifies the process of creating and updating your Will. Through a user-friendly interface, you’re guided to articulate and document your final wishes clearly. This feature is vital for ensuring that your will is not only legally sound but also a true reflection of your intentions, accommodating life’s inevitable changes without hassle.

Probate Process Simplified

Navigating the probate process is streamlined with 1Legacy. All necessary documents are organised within the app, making them easily retrievable.

This efficiency is crucial for executors, who can access everything from Wills to specific instructions, ensuring your estate is managed according to your wishes.

Financial Planning

A solid financial foundation is key to a lasting legacy. In the Financial Planning section of our app, we offer comprehensive tools to manage your finances, from tracking daily spending to managing long-term investments.

Gain insights, set goals, and watch your financial health strengthen over time, ensuring your financial legacy is as healthy as possible.

Real-time Financial Dashboard

This central feature offers a panoramic view of your financial health, aggregating data across accounts for a comprehensive overview.

It allows for immediate insights into assets, liabilities, and investments, supporting you to make in smart decisions for the future.

Spending & Income Analysis

With detailed tracking and analysis, understand your financial flow at a glance.

This tool helps identify spending patterns, assess income stability, and adjust your financial plans accordingly. It’s about taking control of your finances today to secure your legacy tomorrow.

Investment Analysis

Enhance your investment strategy with in-depth analysis features.
The 1Legacy app evaluates your portfolio’s performance, providing actionable insights to maximise returns.

Planning for the Future

Advanced planning tools, including budgeting, savings goals, and retirement modelling, offer a roadmap to a more secure financial future.

Whether it’s setting aside for your child’s education or ensuring comfortable retirement years, these features keep your objectives in focus and achievable.

LifeFile

The cornerstone of effective legacy planning is organisation. The LifeFile provides a secure and accessible home for all your essential documents.

From personal identification to financial records and beyond, everything you need your loved ones to access is stored safely here.
It’s about keeping your life’s work protected and ready, ensuring your legacy lives on without complication.

Centralised Document Storage

Our LifeFile acts as a vault for all critical documents. From Wills to personal identification and financial records, it ensures that your most important information is securely stored yet readily accessible  both digitally and physically.

This accessibility is paramount for those you designate, simplifying tasks during challenging times.

Flexibility and Peace of Mind

Updating your legacy documents is straightforward with the LifeFile. It allows for real-time modifications, ensuring your estate planning documents remain accurate and reflective of current wishes.

The assurance that comes from knowing your legacy is securely documented and managed is unparalleled.

Conclusion

The 1Legacy app is a comprehensive solution tailored to simplify the intricacies of creating a meaningful life and legacy. By offering detailed tools and resources across Wills & Probate, Financial Planning, and the LifeFile–with more features coming– 1Legacy empowers you to make informed decisions, secure your future, and ensure your legacy endures.

Embrace the journey with 1Legacy, where every feature is designed with your legacy in mind.