A Special HUM Concierge Offering
If there were an emergency, could you quickly and easily put your hands on your most vital legal documents, account information, insurance policies, etc.? Could your family members?
You’ve always meant to gather everything in one place, but every time you start, it feels overwhelming or another priority needs your attention. So your critical information remains scattered across folders, notepads, online records, attorneys, accountants and your own memory.
Our Life & Legacy Package is specifically designed to help you create and maintain a central, safe and secure location that houses all of your most critical information in an organized way.
OUR SOLUTION
Life & Legacy is a complete fireproof folder system - organized and stored securely so that a family can access it when they need it most.
With this package, you not only receive the entire organization system, you get custom templates only available from HUM as well as HUM’s Life & Legacy expert to assist you in it’s completion.
Life & Legacy Folder Categories::
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Legal & Estate
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Financial Access
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Property & Home
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Insurance & Benefits
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Digital Life
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Personal Wishes
THIS PACKAGE INCLUDES:
1. Your Life & Legacy box, hand-delivered.
HUM personally delivers your Life & Legacy Fireproof system along with a personalized welcome packet and curated resource guides tailored to your life — covering digital accounts, valuables documentation, and more.
2. Exclusive customized forms and templates.
As a HUM client, you’ll have access to our custom Life & Legacy forms and templates designed to streamline and simplify the process. These are only available through HUM.
3. Ten hours of expert guidance & assistance.
Our resident Life & Legacy expert will guide you through the process of completing each section and manage time consuming aspects such as document retrieval, appraisals, safe storage logistics, etc.
4. We keep it current.
As your life evolves, so should your box. HUM clients can request an update at any time, and we can proactively flag when significant life changes warrant a review.
YOUR INVESTMENT BEGINS AT $1750
HUM's Life & Legacy Package gives you the structure and the expert assistance that simplifies an often an overwhelming task.
WHY HUM?
An Experienced, Professional Team: Our people set HUM apart. More than just task-doers, we are like having a professional consultant, experienced problem-solver and talented best friend at your finger tips.
Less Stress & Overwhelm: You'll have expert assistance gathering documents, getting appraisals, and recording critical details.
Time Protected: Doing this alone can consume so much of your time that it's often easier not to do it. With HUM by your side, you'll save precious time and check this critical task off your list.
Tailored Solutions: Every person and every family is different. We customize this package to meet your specific needs.
More Than a Service Provider: You need more than someone who uses a cookie-cutter approach to getting your most important documents in order. You need someone who has walked this path countless times and knows how to simplify it while still ensuring that it is done correctly.
HUM Concierge is licensed and insured. Every client relationship is protected by a non-disclosure agreement — ensuring complete discretion and professionalism at every level.