Services
Initial Organizational Session
$350 | 3hr 30 min
During our initial planning session we will work together in your home or meet on Zoom. We recommend in-person sessions when possible – it is much more efficient and allows our consultants to answer questions more quickly by looking at your materials directly. Initial sessions typically last 3-3.5 hours. During that time, we will go through lists of critical documents and information to organize and then will work together to set up a system that works for you. We will send you a comprehensive list of what to gather prior to our first meeting. Binder is included.
Follow-Up Session
$130/hr
Follow-up sessions are for individuals who either have a complex situation (multiple businesses, preparation for establishing a trust, etc.) or just need more time to identify and organize documents.
This service is also available in-person or by Zoom. After our initial planning session, we will have a good sense of how much, if any, additional time is needed.
Posthumous Session
$130/hr
We also offer sessions to help address necessary tasks and organization after the death of a loved one. This is often a very emotional and stressful time, so we meet with families or loved ones to walk through the necessary steps to address necessary information and process. Time needed for these sessions varies greatly. We will discuss time estimates together prior to our first session.
