Our Signature Estate Organizing Package

Our Life, Legacy, and Continuity Plan™ is designed to help you systematically gather, organize, and document your essential information, ensuring that everything is well-structured and easily accessible.  After a comprehensive intake session, we guide you through four additional sessions, to create a personalized framework for your personal, financial, and emergency details, tailored to your family's needs. This approach empowers you to take control of your legacy, ensuring that the tasks often left undone actually get completed, providing peace of mind for you and your loved ones.  

What’s Included:
 

• Life: Review and organize personal documents, financial accounts, and property records to simplify access and ensure everything is accounted for.
• Legacy: Document end-of-life wishes, organize family treasures, and preserve personal stories, leaving a meaningful legacy for loved ones.
• Continuity: Develop household operations plans, organize digital assets, and prepare for emergencies to ensure a smooth transition in any situation.
• Plan: Collaborate to create a comprehensive framework that empowers you to take control of your affairs, ensuring all aspects are well-structured and manageable.

• Initial Consultation:
  Begin with a comprehensive review of your current organization and develop a personalized action plan tailored to your goals.
• Session 1: Financial Accounts and Important Documents:
  Organize and review financial records, automate processes where possible, and ensure everything is clearly documented for future use.
• Session 2: Legacy Planning:
  Capture end-of-life wishes, organize family treasures, and document personal stories to preserve your legacy.
• Session 3: Household Operations and Emergency Preparedness:
  Establish a plan for household management, including service provider lists, schedules, and emergency response plans.
• Session 4: Digital Assets:
  Review and organize digital accounts, set up legacy access, and ensure key information is secure but accessible when needed.
• Follow-Up Session:
  Evaluate progress, make any necessary adjustments, and provide ongoing support to ensure your plan is completed successfully.

• Document Storage Solutions:
  Explore recommendations for both digital and physical document storage systems, including trusted tools like Trustworthy’s Family Operating System®, Nokbox, or WYNKfile™.
• Expert Connections:
  Receive referrals to trusted legal, financial, and real estate professionals who can address specialized needs and ensure your plans are robust and comprehensive.