Packages

Life, Legacy, and Continuity Plan™

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. Throughout our sessions, we guide you in creating a comprehensive 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:

LLCP Overview:

Life: Review and organize personal documents, financial accounts, and property records.
Legacy: Document end-of-life wishes, organize family treasures, and preserve personal stories.
Continuity: Develop household operations plans, organize digital assets, and prepare for emergencies.
Plan: Create a comprehensive, personalized action plan that empowers you to take control of your affairs, ensuring all aspects are well-organized and easily managed.

Session Breakdown:

Initial Consultation (90 minutes): Comprehensive review and action plan development.
Session 1: Financial Accounts and Important Documents (90 minutes): Detailed review, organization, automation setup.
Session 2: Legacy Planning (90 minutes): Documenting wishes, organizing family treasures, personal stories.
Session 3: Household Operations and Emergency Preparedness (90 minutes): Developing schedules, service provider lists, emergency plans.
Session 4: Digital Assets (90 minutes): Organizing digital assets, setting up Legacy Accounts.
Follow-Up Session (90 minute): Progress review, adjustments, additional support.

Professional Referrals & Guidance:

Document Storage Guidance: Recommendations for digital and physical document storage systems, such as Trustworthy’s Family Operating System®, Nokbox, or WYNKfile™.
Referrals to Trusted Professionals: Connecting you with legal and financial advisors, real estate professionals, and other experts as needed.

Benefits:

Personalized Service: Tailored to meet your specific needs.
Regular Check-Ins: Keep you on track and ensure progress.
Expert Recommendations: Access to professional advice and trusted referrals.
Peace of Mind: Comprehensive organization, providing security for the future.

Who This Package is For:

Individuals seeking to organize their affairs and important documents.
Families preparing for future transitions or emergencies.
Anyone looking for a streamlined approach to getting their affairs in order for the “someday”.

Cost:

$1,200
$150/per 90-minute session for additional support, billed monthly

Available in-person in the Hampton Roads area, including Chesapeake, Norfolk, and Virginia Beach, and virtually, anywhere.

Comprehensive After-Loss Support Packages

Navigating the aftermath of a loved one’s passing can be overwhelming. Our tailored After-Loss Support Packages are designed to offer the help and guidance you need during this challenging time. From initial assessments and action plans to ongoing administrative support and professional referrals, our packages provide flexible solutions to manage and organize your loved one’s affairs.

Essential Support Package

$500

Ideal for handling smaller tasks or initial assistance with organizing and managing affairs. Provides a comprehensive assessment and action plan, along with targeted administrative support and professional referrals.

Includes:

1.5-2 hour intake assessment
Written action plan
Two hours of administrative support
Two 30-minute follow-up check-ins
Professional Referrals

Extended Support Package

$825

Designed for more extensive needs, this package offers additional administrative support and follow-up sessions to ensure thorough management of your loved one's affairs, along with professional referrals to trusted advisors.

Includes:

1.5-2 hour intake assessment
Written action plan
5 hours of administrative support
Four 30-minute follow-up check-ins
Professional referrals as needed

Concierge Support Package

$1,300

Best for comprehensive and ongoing support, covering multiple aspects of after-loss services.

Includes:

1.5-2 hour intake assessment
Written action plan
10 hours of administrative support
Six 30-minute follow-up check-ins
Professional referrals as needed

Need More Support?

If you’re facing a more extensive project, such as an estate clearout or other complex tasks, additional support is available. We understand that some situations require more time and resources, and we’re here to help. Customized packages and ongoing support can be tailored to your specific needs. Let’s set up a Complimentary Discovery Call to discuss how we can best assist you in managing every detail, ensuring a smooth and stress-free process.

LEGACY ORGANIZING & AFTER-LOSS PACKAGES

Life, Legacy, and Continuity Plan™

What’s Included:

Session Breakdown:

Professional Referrals & Guidance:

Benefits:

Who This Package is For:

Comprehensive After-Loss Support Packages

Essential Support Package

Extended Support Package

Concierge Support Package

Need More Support?

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