Every service is available individually. Most clients combine services or start with a bundle. Use the filters to explore by category.
Educational consultation reviewing estate readiness, executor prep, and document organization.
Structured analysis identifying probate exposure, missing documents, and beneficiary conflicts.
Review of beneficiary designations on insurance, retirement, and financial accounts.
Planning session addressing second marriages, prior-relationship children, and asset distribution.
Post-divorce beneficiary and document overhaul planning session.
Independent review of existing estate planning documents to identify gaps or improvements.
Guardian designation and basic estate setup trigger session for new parents.
15–20 minute diagnostic session. Low-barrier entry point and seminar conversion tool.
Written recommendations summary, priority next steps, and action plan.
Will, Financial POA, Healthcare POA, and Living Will — all four core documents.
Facilitated preparation of last will and testament using licensed legal platforms.
Facilitated preparation of financial POA document.
Facilitated preparation of healthcare POA document.
Facilitated preparation of living will and advance directive.
Review of existing documents to determine whether updates are recommended.
Guidance assisting clients with updating previously prepared estate documents.
Facilitated preparation for unmarried couples using licensed legal templates.
Facilitated preparation using licensed legal document platforms.
Practical document covering contacts, accounts, and family instructions.
Facilitated preparation of HIPAA authorization for medical information access.
Attachment to will for documenting specific personal property bequests.
Educational consultation on how trusts function within estate planning.
Complete package: trust document, pour-over will, certificate of trust, funding checklist, 90-day support.
Facilitated preparation of revocable living trust. Document only.
Facilitated preparation of pour-over will to accompany a living trust.
Facilitated preparation of certificate of trust for asset titling purposes.
Complete package: irrevocable trust document, assignment agreement, certificate of trust, 90-day support.
Educational consultation on special needs planning and benefit preservation.
Planning discussion covering guardianship and asset protection for minor children.
Guidance on aligning assets with trust structures through titling and beneficiary updates.
Facilitated preparation of trust amendment for revocable living trusts.
Full trust restatement guidance when amendment is insufficient.
All four inventory deliverables bundled — financial, insurance, property, and key contacts.
Structured documentation of all financial accounts and institutions.
Structured documentation of all insurance policies and coverage.
Structured documentation of real estate, vehicles, and physical assets.
Structured documentation of advisors, attorneys, and emergency contacts.
Comprehensive documentation of accounts, policies, real estate, and liabilities.
Organization of legal and financial documents into a secure estate portfolio.
Digital folder setup, structure, organization, and sharing configuration.
Documentation and planning for digital accounts, logins, email, and subscriptions.
Guidance for managing digital accounts after death or incapacity.
Standalone directive for social media account management after death.
Personal written message to loved ones conveying values, guidance, and reflections.
Document capturing personal values, life lessons, and family history for future generations.
Clear guidance on contacts, document locations, and family responsibilities.
Facilitated family conversation regarding estate awareness and planning expectations.
Guidance for families immediately after a death — what to do first, next steps.
Document organization, asset inventory, executor support session, and administration checklist.
30-day follow-up to help families stay organized and complete outstanding estate steps.
Planning discussion covering beneficiary giving and structured charitable giving strategies.
Comprehensive review of how wills, trusts, beneficiary designations, and account titles work together.
Annual review of estate plan alignment, beneficiary designations, and life changes.
Flexible advisory time for complex questions and custom planning situations.