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Wealth > Legacy

Don't Be Unprepared for the Unexpected with Financial Legacy Planning

Create Your Financial Plan
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Issues to Consider:

  • Family lifestyle
  • Current debts
  • Spouse and dependent care issues
  • Existing family resources 

The Legacy Planning Solutions:

  • Establish target family income needs and determine which financial obligations will be satisfied in the event of a premature event 
  • Determine if any assets and existing life insurance will be available to meet ongoing financial obligations
  • Calculate the difference between the family income needs and financial obligations, and the current assets and existing life insurance available to meet those needs; purchase additional life insurance if there is a gap

Watch our myMoneyGuide overview to learn more about this online guided financial planning experience.

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Call 800.706.9991 Now or Fill Out This Form to Request a Local Consultation Regarding Legacy Planning.

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At Seacoast Bank, everything we do is based upon core beliefs summarized in the Four Promises we make to you. When you entrust your banking to us, we promise to:
right team to serve you
Get you comfortable with the right products and the right team to serve you
Make your day-to-day banking simple
Make your day-to-day banking simple
Resolve out-of-the-ordinary items responsively
Resolve out-of-the-ordinary items responsively
Invest in you and your community
Invest in you and your community