Our services
Everything you need, thoughtfully handled.
Each service is offered in flexible packages so you can choose the level of support that feels right for where you are right now.
Capture your story. Protect what matters.
Legacy Planning
We help you document your wishes, values, and life story so the people you love have clarity and comfort when they need it most.
Essential
$350
- Personal values and wishes document
- Key contacts and accounts summary
- Secure document storage guide
- One 60-minute planning session
Complete
$750
- Everything in Essential
- Life story narrative (written with you)
- Letters to loved ones (up to 3)
- Memorial preferences document
- Two follow-up sessions
Legacy
$1,400
- Everything in Complete
- Full ethical will or legacy letter
- Photo and memory curation
- Family communication plan
- Ongoing annual review
Bring order to your digital life.
Digital Organization
From passwords to social accounts to cloud storage, we help you organize, secure, and document your entire digital footprint.
Essential
$275
- Password manager setup and guide
- Digital accounts inventory
- Email and subscription audit
- One 60-minute session
Complete
$600
- Everything in Essential
- Social media and legacy contact setup
- Cloud storage organization
- Digital asset instructions for family
- Two follow-up sessions
Legacy
$1,100
- Everything in Complete
- Full digital estate plan document
- Device and data handoff guide
- Ongoing account monitoring setup
- Annual review session
Simplify your space. Ease the burden.
Home Organization
We help you sort, document, and thoughtfully plan what happens to your belongings — reducing stress for you and your family.
Essential
$300
- Room-by-room inventory guide
- Sentimental items documentation
- Donation and disposal plan
- One 90-minute in-home session
Complete
$650
- Everything in Essential
- Heirloom and valuables record
- Family distribution wishes document
- Declutter action plan
- Two follow-up sessions
Legacy
$1,200
- Everything in Complete
- Full home contents estate plan
- Coordination with estate attorney (referral)
- Photo documentation of key items
- Ongoing annual review
Hands-on help when it matters most.
Execution Support
When the time comes, we step in to help your family carry out the plans you've made — handling logistics so they can focus on each other.
Essential
$500
- Notification checklist and guidance
- Account closure coordination (up to 5)
- Utility and subscription cancellations
- Two support sessions
Complete
$1,100
- Everything in Essential
- Estate sale or donation coordination
- Digital account closure and memorialization
- Family communication support
- Up to 10 hours of hands-on assistance
Legacy
$2,200
- Everything in Complete
- Full estate administration support
- Ongoing family liaison (up to 3 months)
- Legal and financial referral network
- Unlimited support sessions
Not sure where to start?
A free 30-minute consultation helps us understand your situation and recommend the right service and package for you.