Which one works best for you?
All the Details (starts at $1550): This package is designed for clients who want their family to have access to all the important details of their single residence estate. This is the most popular package chosen by families.
The Double Details (starts at $1875): This package is designed for clients who have two residences. This package contains the same level of information as the All the Details Package and is provided for two residences. Custom pricing is available for estates with more than two residences. Please contact me directly to discuss your individual needs.
The Mini Details (starts at $525): This package is designed for clients who only need help with a few sections of the information system. Typical requests include Everything Financial, Documents and Personal Information, Medical/Insurance, Possessions/How to Run the Residence and All About the Business. Any combination of sections is possible.
This package works very well for families who have already begun organizing their estate or want to start off the process slowly and build it up over time. It is also helpful for adults downsizing to an independent or assistant living community. This option costs significantly less than the full details packages. Please contact me directly for custom pricing for this option depending on your individual needs.
Information Consultation ($275): If you prefer to use your own system for organizing your estate I am happy to meet and discuss all of the priority information areas that you should consider including. You will learn about the key life documents and details that are important for family members to access. The discussion is very helpful to identify gaps in missing information and empower you with an estate organization roadmap to follow.
Information Updates ($80/hr): An annual review of your binder is recommended. You can easily make any changes yourself on your electronic flash drive or in the binder itself. If you need assistance, I am happy to help you update your information at any time if something significant has changed to your estate.
All packages include an heirloom and beneficiary folder. This will provide families with a useful hardcopy tool to record the stories of sentimental and valuable items for posterity and will provide a system to note “who gets what” in the estate.
If you own a business, pricing may need to be adjusted to account for the extra time spent organizing that important area of your life. Discussing and documenting the details of your business is an essential part of the process. We can review the scope of your business during your initial consultation to determine if it will add a significant amount of time. If needed, I can create a binder specifically for your business organization.
If you live outside the service area, I am happy to work with you virtually through teleconferencing. Several estate organization sessions can be arranged over the phone at your convenience. I can also provide you with a two hour consultation overviewing the key estate organization priority areas, This will empower you with a roadmap if you would like to take on the organization yourself.
I am also available to assist with any miscellaneous estate organization needs that you may have. For example, I can help you document your family heirloom stories, digitize life records or work with you to fill out your beneficiary list that includes a photographic item inventory. Please contact me directly to discuss, we can develop a creative solution together.