pricing

Product 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.

Our Pricing

Products & Services

$119

Estate Legacy Planner

Choose Plan

$14.99

Legacy Journal

Choose Plan

Book

Guest Speaker

choose plan

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.