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How We Work
Choose the level of support that fits your season
Both packages start with a complimentary discovery call and lead to a thoughtful legacy plan. The difference is how deep we go and how the final step is completed.
Signature Package
Our most supported experience: deeper review, full guidance, and a meaningful close.
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Complimentary Discovery Call
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Legacy Evaluation (review of your current documents + family/financial picture)
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Legacy Plan Design
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Signing Ceremony (guided signing + final walkthrough)
Best for: families and individuals who want deeper support, a full review, and a guided signing experience.
Standard Package
A simple, guided path to a personalized legacy plan.
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Complimentary Discovery Call
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Legacy Plan Design
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Design Review Call (Q&A + refinements)
Best for: families and individuals who want deeper support, a full review, and a guided signing experience.