Preparation isn't
one-size-fits-all
one-size-fits-all
Preparation isn't
one-size-fits-all
one-size-fits-all
Whether you are looking for guidance, prefer to do it yourself, or want someone to walk alongside you from beginning to end, there's an option that meets you where you are. Each is designed to help you prepare the information necessary to prevent your family from having to play detective when you are unable to be present.
Estate Information Framework
Estate Information Assessment - the foundation that everything is built on
Before deciding what to organize or how to organize, you need to know where you stand.
This guided review provides a clearer picture of your current estate information, identifying missing information, overlooked documents, and practical next steps.
It helps create clarity around what someone else would realistically need access to if they had to step in and manage things on your behalf.
Whether you continue on your own or work with me, you'll have a clear understanding of your specific situation and what to consider next.
It's the starting point for getting your ducks in a row.
Investment: $395 (includes one year of Digital Vault access)
DIY Digital Vault - secure and shareable
Rather organize things yourself? This option gives you the structure and tools to do it with confidence.While most people prefer to gain clarity about what should be contained in their portfolio by going through the Estate Information Assessment, you might elect to dive right in.
The digital vault gives you a secure, structured place to organize and store your important information and documents, making them available to the trusted individuals you authorize whenever needed.
Particularly helpful when your personal representative doesn't live close by.
Investment: $109 annually, or $495 lifetime access
Clients who begin with an Estate Information Assessment receive their first year of digital vault access for free.
Concierge Portfolio Creation - more than a collection of documents
If you know that DIY usually means "I'll never get around to it," this option was designed for you.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:
- Estate Information Assessment
- Guided information gathering and document review
- Organization of key contacts, accounts, and critical details
- Clear, structured documentation of instructions and reference information
- Preparation of Estate Information Portfolio in both hardcopy and digital formats
- A standard volume of document scanning and organization comes with this service. Additional volume may be quoted separately.
- Lifetime subscription to digital vault
- Final review meeting to walk through the completed portfolio
Investment: $1,995 per household.
Annual review and update - concierge clients only
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: $195
Estate Information Framework
Estate Information Assessment - the foundation that everything is built on
Before deciding what to organize or how to organize, you need to know where you stand.
This guided review provides a clearer picture of your current estate information, identifying missing information, overlooked documents, and practical next steps.
It helps create clarity around what someone else would realistically need access to if they had to step in and manage things on your behalf.
Whether you continue on your own or work with me, you'll have a clear understanding of your specific situation and what to consider next.
It's the starting point for getting your ducks in a row.
Investment: $395 (Includes 1 year of Digital Vault Access)
DIY Digital Vault - secure and shareable
Rather organize things yourself? This option gives you the structure and tools to do it with confidence.While most people prefer to gain clarity about what should be contained in their portfolio by going through the Estate Information Assessment, you might elect to dive right in.
The digital vault gives you a secure, structured place to organize and store your important information and documents, making them available to the trusted individuals you authorize whenever needed.
Particularly helpful when your personal representative doesn't live close by.
Investment: $109 annually, or $495 lifetime access
Clients who begin with an Estate Information Assessment receive their first year of digital vault access for free.
Concierge Portfolio Creation - more than a collection of documents
If you know that DIY usually means "I'll never get around to it," this option was designed for you.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:
- Estate Information Assessment
- Guided information gathering and document review
- Organization of key contacts, accounts, and critical details
- Clear, structured documentation of instructions and reference information
- Preparation of Estate Information Portfolio in both hardcopy and digital formats
- A standard volume of document scanning and organization comes with this service. Additional volume may be quoted separately.
- Lifetime subscription to digital vault
- Final review meeting to walk through the completed portfolio
Investment: $1,995 per household.
Annual review and update - concierge clients only
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: $195
You'll leave with clarity - and whether you continue on your own or work with me, you'll know exactly where you stand.
You'll leave with clarity - and whether you continue on your own or work with me, you'll know exactly where you stand.