Whether it’s your personal affairs or your business, the need is the same: clear, organized information that someone else can rely on if you’re not the one handling things.
ESTATE INFORMATION FRAMEWORK
Core Service
Core Service
Estate Information Portfolio
Many people have the right documents in place.
The problem is that the information surrounding these documents - accounts, contacts, and critical details - is often scattered or unclear, making it difficult for someone else to move things forward when it matters.
The Estate Information Portfolio brings together the essential information someone would need if you were unable to manage things yourself. It's organized so someone else can step in, understand what exists, and take the right next steps without having to piece things together.
This is not just a collection of documents.
It's a working resource designed to help a trusted person navigate what needs to be done without unnecessary confusion or delay.
What’s included:
- Guided information gathering and document review
- Organization of key contacts, accounts, and critical details
- Clear, structured documentation of instructions and reference information
- Preparation of your Estate Information Portfolio
- Final review meeting to walk through the completed portfolio
Investment: $2,200 per household
ESTATE INFORMATION FRAMEWORK
Core Service
Core Service
Estate Information Portfolio
Many people have the right documents in place.
The problem is that the information surrounding these documents - accounts, contacts, and critical details - is often scattered or unclear, making it difficult for someone else to move things forward when it matters.
The Estate Information Portfolio brings together the essential information someone would need if you were unable to manage things yourself. It's organized so someone else can step in, understand what exists, and take the right next steps without having to piece things together.
This is not just a collection of documents.
It's a working resource designed to help a trusted person navigate what needs to be done without unnecessary confusion or delay.
What’s included:
- Guided information gathering and document review
- Organization of key contacts, accounts, and critical details
- Clear, structured documentation of instructions and reference information
- Preparation of your Estate Information Portfolio
- Final review meeting to walk through the completed portfolio
Investment: $2,200 per household
Additional Services
Estate Information Audit
A guided review designed to identify what information, documents, and account details are already organized — and where gaps or areas of concern may exist.
This session helps create clarity around what someone else would realistically need access to if they had to step in and manage things on your behalf.
Ideal for individuals who want an outside perspective before committing to a full Estate Information Portfolio.
Investment: $400 (Ready? Click here)
Digital Vault
A structured digital companion to your physical portfolio, designed to ensure key documents are accessible when needed.
Includes secure organization of electronic files, support in preparing a usable digital reference system, and optional setup of a password manager for centralized, secure access.
A standard volume of document scanning and organization comes with this service. Additional volume may be quoted separately.
Particularly helpful when your personal representative doesn't live close by.
Additional Investment: $750
Annual Review & Update
A dedicated session to review and update your Estate Information Portfolio as life changes.
Helps ensure your information remains current, accurate, and usable over time.
Annual Investment: $250
Business Continuity Framework
For clients who own a business or manage ongoing professional responsibilities.
This process organizes the information someone would need to step in, maintain operations, or transition responsibilities if you were unavailable.
May include:
- Key contacts and professional advisors
- Client relationships and active commitments
- Access points, systems, and operational details
- Immediate action guidance for continuity or transition
Investment: $1,200+ based on scope
Additional Services
Estate Information Audit
A guided review designed to identify what information, documents, and account details are already organized — and where gaps or areas of concern may exist.
This session helps create clarity around what someone else would realistically need access to if they had to step in and manage things on your behalf.
Ideal for individuals who want an outside perspective before committing to a full Estate Information Portfolio.
Investment: $400 (Ready? Click here)
Digital Vault
A structured digital companion to your physical portfolio, designed to ensure key documents are accessible when needed.
Includes secure organization of electronic files, support in preparing a usable digital reference system, and optional setup of a password manager for centralized, secure access.
A standard volume of document scanning and organization comes with this service. Additional volume may be quoted separately.
Particularly helpful when your personal representative doesn't live close by.
Additional Investment: $750
Annual Review & Update
A dedicated session to review and update your Estate Information Portfolio as life changes.
Helps ensure your information remains current, accurate, and usable over time.
Annual Investment: $250
Business Continuity Framework
For clients who own a business or manage ongoing professional responsibilities.
This process organizes the information someone would need to step in, maintain operations, or transition responsibilities if you were unavailable.
May include:
- Key contacts and professional advisors
- Client relationships and active commitments
- Access points, systems, and operational details
- Immediate action guidance for continuity or transition
Investment: $1,200+ based on scope
BUSINESS CONTINUITY
CLARITY SESSION
CLARITY SESSION
A 90-minute, guided session to help you think through what would happen if you couldn’t run your business.
We’ll walk through key areas, identify gaps, and make decisions about what needs to be in place—so you’re not leaving things to chance.
You’ll leave with a clear path forward, along with a written summary of our discussion and working templates to help you start putting a plan in place.
This includes a partially completed Business Emergency Plan, based on what we cover in the session.
This is not a full business continuity strategy—but it gives you the structure and direction to start putting one in place.
Investment: $350
BUSINESS CONTINUITY
CLARITY SESSION
CLARITY SESSION
A 90-minute, guided session to help you think through what would happen if you couldn’t run your business.
We’ll walk through key areas, identify gaps, and make decisions about what needs to be in place—so you’re not leaving things to chance.
You’ll leave with a clear path forward, along with a written summary of our discussion and working templates to help you start putting a plan in place.
This includes a partially completed Business Emergency Plan, based on what we cover in the session.
This is not a full business continuity strategy—but it gives you the structure and direction to start putting one in place.
Investment: $350