pricing

Pricing strategies for estate legacy

We provide our clients with a simple, no fuss and enjoyable process to organize their vital documents to access NOW while creating an intentional plan to provide for your legacy in the FUTURE. We have 3 different options to make it affordable and accessible to everyone.

Our Pricing

Pricing Plans

$109

Estate Legacy Planner

Choose Plan

$169

Masterclass

Choose Plan

Contact

Personal Consultation

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our process

How will this work?

Gather Your Essentials

Start by collecting all your important documents like financial records, property deeds, and insurance policies to create a solid foundation for your estate plan.

Define Your Wishes

Decide how you want your assets distributed and who will care for any dependents; record your choices in a will or trust.

Make It Official

Work with us to create your Legacy Planner to legally document your wishes so that your plans are enforceable and clearly understood.