Break the Glass™ Plan
With a Break the Glass™ you can make sure you are ready for life’s unexpected moments and keep your legacy, your wishes, and your loved ones protected.
What is a Break the Glass Plan™ Plan?
Be Ready for When Life Changes
A First Western Trust Break the Glass™ Plan protects everything else, your values, your wishes, and your family’s peace of mind. In moments of uncertainty, your loved ones shouldn’t be left searching for answers. Our Break the Glass Plan™ empowers you to organize, protect, and share the information that matters most, so the right people have the right guidance at the right time.
With our Break the Glass Plan™, you gain access to:
• One secure digital vault for legal documents, financial records, insurance policies, medical directives, and more.
• Step-by-step guidance to ensure nothing is overlooked.
• Controlled access so only the right people can see the right information at the right time.
• Peace of mind knowing your wishes, plans, and records are ready when needed.
Secure Your Legacy
Organize What Matters Today
From health records and financial accounts to family documents, personal wishes, and even pet care instructions, our platform brings everything together in one secure place. By centralizing these personal details, you ensure that in moments of uncertainty, nothing is overlooked and your loved ones have clear direction.
Estate Planning Documents
Ensure your legacy is carried out exactly as you intend. With wills, trusts, deeds, and succession plans securely stored and accessible, you can protect your assets, provide clarity to your heirs, and give your advisors the tools they need to execute your plans seamlessly.
End-of-Life Planning
Prepare for the moments that matter most with guidance for funeral arrangements, personal wishes, charitable intentions, and final instructions. By organizing these details in advance, you give your family the gift of clarity, allowing them to focus on honoring your life rather than searching for answers.
Protect What Matters Most
Talk to a First Western Trust advisor today to learn how our Break the Glass™ Plan can safeguard your future and give your loved ones clarity when they need it most.
Break the Glass planning is supported by Everplans.