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Plans & Pricing

Life Organization Designed Around You.

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Every family, every story, and every legacy is different. LifeDocs was created to provide a personalized experience that organizes your most important information and gives your loved ones a clear path forward when they need it most.

Choose the level of organization that fits your life today — and the protection you want for tomorrow.

  • 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

  • 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

  • Executive Package

    4,995$
     
    Designed for entrepreneurs, executives, and business owners whose personal legacy extends beyond their family and into the companies they've built. Everything Included in the Legacy Package, plus:
     
    • ✓ Business entity documents
    • ✓ Operating Agreements
    • ✓ Partnership Agreements
    • ✓ Buy-Sell Agreements
    • ✓ Shareholder Agreements
    • ✓ Ownership Structure
    • ✓ Business Licenses & Registrations
    • ✓ Employer Identification Numbers (EINs)
    • ✓ Business Banking Information
    • ✓ Merchant & Payment Processing Accounts
    • ✓ Business Insurance Policies
    • ✓ Commercial Property Information
    • ✓ Intellectual Property & Trademarks
    • ✓ Key Vendor & Supplier Contacts
    • ✓ Professional Advisors (Attorney, CPA, Banker, Insurance)
    • ✓ Business Loan Information
    • ✓ Business Succession Instructions
    • ✓ Software & Subscription Inventory
    • ✓ Emergency Business Contacts
    • ✓ Multiple Company Organization (for serial entrepreneurs)

  • Annual Update Plan

    199$
    Every year
    One 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

    499$
    Every year
    Two 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
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