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PLANS & PRICING
Life Organization
Designed Around You.
Every family story and legacy is different. We offer flexible packages so you can chose the level of organization that fits your life today - and the protection you want for tomorrow.
PACKAGE DETAILS
A Closer Look at What's Included
Essential Package
995$Your Foundation for Preparedness Designed for individuals and families who want their most important information collected, organized, and easy to access.- ✓ Personal LifeDocs consultation
- ✓ Guided document collection process
- ✓ Customized LifeDocs organization system
- ✓ Trust & will document organization
- ✓ Insurance information summary
- ✓ Financial account inventory
- ✓ Important contacts directory
- ✓ Property & asset information
- ✓ Medical information section
- ✓ LifeDocs binder
- ✓ Secure digital document organization
- Best Value
Signature Package
1,995$Our Complete White-Glove Experience Our most popular option. Designed for families who want a complete roadmap of their assets and important information. Everything included in Essential, plus:- ✓ Expanded family information planning
- ✓ Detailed asset organization
- ✓ Business ownership information
- ✓ Home & property documentation
- ✓ Vehicle and personal property records
- ✓ Subscription/account inventory
- ✓ Legacy letter guidance
- ✓ Emergency preparedness information
- ✓ Beneficiary review checklist
- ✓ Family transition roadmap
- ✓ Premium LifeDocs Binder
Legacy Package
2,995$Private Concierge Organization For families, executives, entrepreneurs, and individuals with more complex personal, financial, or business information. Everything included in Signature, plus:- ✓ Multiple family member planning
- ✓ Business continuity organization
- ✓ Multiple property organization
- ✓ Advanced estate document coordination
- ✓ Professional advisor directory
- ✓ Family walkthrough meeting
- ✓ Additional customized binders
- ✓ Dedicated senior LifeDocs specialist
Annual Update Plan
199$Every yearOne Comprehensive Annual Review Perfect for individuals and families who want the confidence of knowing their LifeDocs portfolio stays current as life evolves.- ✓ One scheduled portfolio review each year
- ✓ Review of all LifeDocs sections
- ✓ Updates to account information
- ✓ Insurance policy updates
- ✓ Real estate updates
- ✓ Family information updates
- ✓ Estate planning document updates
- ✓ Digital account inventory updates
- ✓ Secure document review with your Legacy Consultant
Semi-Annual Update Plan
399$Every yearTwo Comprehensive Reviews Each Year Designed for clients with more active financial lives, multiple properties, or changing businesses. With two reviews your LifeDocs aligns with life's changes.- Includes Everything in the Annual Plan, Plus
- ✓ Two comprehensive portfolio reviews each year
- ✓ Priority scheduling
- ✓ Unlimited minor information updates between scheduled revi
- ✓ Additional replacement pages as needed
- ✓ Business document updates (Executive clients)
- ✓ Ongoing portfolio accuracy review
- ✓ Dedicated Legacy Consultant
YOUR LEGACY MATTERS
Someday, Your Family May Need Answers.
Give Them a Place to Find Them.
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