Services
Workbook
Use our DIY Workbooks if you want a self-guided option that you can do on your own time and at your own pace. Available workbooks include:
Estate Planning Workbook
If you are ready to take the plunge and start your own estate plans, use this workbook to guide, support, and organize your plans.
Estate Administration Workbook
If you have recently lost a loved one and are the executor for their estate, use this workbook to guide, support, and organize your work as you manage their estate.
$20 per workbook
First Step
Receive five hours of dedicated support from our team to jump start your progress with logistics after the death of a loved one. This service helps during the first month and you receive:
- Audit of Pre-Planning and Current Progress
- Detailed Asset Inventory
- Personalized Checklist
- Payment and Deadline Calendar
- Account and Login Organization
$700 flat rate
CONCIERGE
Receive one-on-one support with a member of our consulting team to guide and assist with the details that arise after death. Tasks are customized to meet your needs but may include:
- Audit of Pre-Planning and Current Progress
- Detailed Asset Inventory
- Personalized Checklist
- Payment and Deadline Calendar
- Account and Login Organization
- Notify Organizations of Death
- Help Canceling Accounts and Services
- Email Reminders for Important Deadlines
- Regular or Ad-Hoc Meetings
- Professional Service Provider Recommendations in your Area
- Coordination with Existing Service Providers
- Source and Hire Vendors
- Personalized Research based on Client Needs
- Ongoing Emotional Support
$200 per hour
