Pricing

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 A guided session to organize your most important information into one clear, easy-to-follow system that leaves you with a complete paperwork playbook. Typically 4-5 hours.  Includes:

• Simple checklist to gather information 
• 1:1 guided working session 
• Custom Life & Legacy binder & all supplies
• Clear structure your family can follow

👉 Perfect for getting started and creating a solid foundation. 

A more comprehensive, hands-on experience to ensure everything is organized, accurate, and easy for your family to navigate.  Includes everything in Simple Start, plus:

• Bill & statement review / audit for accuracy
• Assistance with Customer Service phone calls to make changes
• Family walkthrough session

 ⭐ Most clients choose this for added clarity and confidence. 

Includes everything in "Complete Peace of Mind" plus belongings decluttering and organization (rooms, garage, attic, basement, storage unit.)  An on-site consultation is required to provide an accurate quote.

• Life & Legacy Binder 
• Statement audit / review
• Digital organization
• Home declutter

  👉 Ideal for people looking to downsize, move into assisted living, or just want to simplify and maximize space. 

Review bills and statements to audit accuracy and assist with phone calls or emails to address issues or make updates as needed.

Includes assistance with passwords, email clean up, social media, digital phone, computer, pictures and documents. Price includes up to 4 hours. Additional hours can be added. 

Sort through memorabilia or belongings in rooms, attics, garages or storage units to help determine next steps. We can help research value of items, set up online sales, or schedule donations. 

Call to set up a FREE on-site consultation and estimate. 

A one-hour in-person or virtual session to walk family members through the Life & Legacy binder, highlighting key points and  

important call-outs.  Can also use this to discuss findings from any service with family members.