Services
Foundation Establishing Session
Begin here if:
You do not have an estate plan yet
Something in your life has changed ( new child, relocation, relationship shift, loss of a loved one)
You are not sure where to begin and you want to talk it out
You want guidance before committing to a full plan
By the end of our time together, you will:
Which estate planning documents apply to you
Identify any gaps, risks, or outdated assumptions
Clarify who you want involved in your plan (decision-makers and beneficiaries)
Receive clear, prioritized next steps
Duration: 60 min Investment: $125 Deposit: $50
Review and Strategy Session
A focused review of your existing estate plan to ensure it still reflects your current life, relationships, and, intentions
Begin here if:
If you already have a will, trust, or plan in place
Your life has changed since creating your plan
You want clarity before making updates
By the end of our time together, you will:
Understand what your current documents do
Identify outdated or misaligned elements
Know what needs to be updated and why
Have a clear path forward
Duration: 60min Investment: $175 Deposit: $75
Emergency and Essential Information System
A guided session to organize essential documents and information for you and trusted confidants to access what’s needed - whether for day-to-day ease or in an emergency.
Begin here if:
You want your important documents accessible to you and others
You support family members or dependents
You want to reduce confusion in urgent or unexpected situations
You’re tired of information living in too many places.
By the end of our time together, you will:
Know exactly what information should be included
Have a clear, practical structure for organizing it
Decide who should have access and how
Begin building a system that works for both everyday use and emergencies
Duration: 60 min
Investment: $95
Deposit: $50
Beneficiary Designation Audit
A targeted review of your account and policy beneficiaries to ensure they align with your intentions and overall plan.
Begin here if:
You have life insurance, retirement, or financial accounts
You are unsure who is currently named
You want to avoid unintended outcomes
By the end of our time together, you will:
Know how your assets are currently assigned
Identify conflicts or risks
Understand what needs to be updated
Have clear instructions for making changes
Duration: 60 min
Investment: $125
Deposit: $50
Probate Guidance Session
Our focus for this session is to help you understand and navigate the probate process with clarity and direction.
Begin here if:
You’ve recently lost someone
You’ve been named executor or administrator
You’re supporting a family member through probate
You need to understand what to do next
By the end of our time together, you will:
Understand how probate applies to your situation
Know the key steps, deadlines, and responsibilities
Identify immediate actions
Feel more grounded in the process
Duration: 60 min
Investment: $175
Deposit: $75