TUTELA DOMUS SERVICES

Getting organized is rarely just about motivation.

For most people, the challenge is finding the time, structure, and guidance to consolidate years of scattered information into a single maintainable system.

Tutela Domus works directly with clients to create personalized organizational frameworks for the records, accounts, policies, digital access details, and life information that keep a household functioning over time.

Every new client engagement begins with a complimentary 30-minute consultation. We learn about your situation, priorities, and level of complexity, then recommend an approach tailored to your needs.

STEP 1 - Get everything in order

RECORDS LEDGER SETUP

A professionally guided engagement that organizes the essential records, accounts, policies, and life details your household depends on into one secure, structured system.

  • Your Records Ledger Setup includes:

    • Free 30-minute consultation to understand your household, complexity, and goals

    • Structured Life Audit to inventory what you have and identify gaps

    • Complete Records Ledger covering legal documents, financial accounts, insurance policies, property records, digital accounts, medical information, emergency contacts, subscriptions, and business records

    • Digital life preparation including guidance on setting up emergency access for password managers, Google, Apple, Facebook, and other key accounts

    • Emergency Access Summary prepared and delivered to your designated trusted person

    • Gap analysis with written summary of missing, outdated, or incomplete information

    • Recommended next steps and referrals to estate attorneys, financial advisors, or insurance professionals when needed

    • Final review and walkthrough of your completed system

    • Delivery through a private encrypted client portal accessible from any device

    Important: We do not collect, store, or have access to your original documents, passwords, or sensitive files at any time. Your information stays with you. We organize and maintain a structured record of what you have and where it is.

  • YYour Records Ledger is built over several guided working sessions conducted remotely. Each session is focused on a specific area of your life so the process never feels overwhelming.

    Most engagements are completed over three to six hours of working time, typically spread across two to four sessions depending on complexity and your availability.

    You do not need to gather documents in advance. We will guide you through what to look for and work through it together in real time.

    At the end of the process you will have a complete, organized system that reflects your life as it exists today, with a clear picture of what needs follow-up attention and who the right professionals are to address it.

  • This service is right for you if:

    • You know you need to get organized but have never found the time or the right starting point

    • Your documents are scattered across files, folders, email accounts, and memory

    • You want your family to know where everything is if something happens to you

    • You are approaching retirement and want everything in order

    • You want a professional to guide you through the process rather than doing it alone

  • How long does the setup process take?

    Most Records Ledger setups are completed over two to four sessions totaling three to six hours of working time. The timeline depends on the complexity of your household and your availability. We work at your pace.

    Do I need to prepare anything before we start?

    No. You do not need to gather or organize anything in advance. We will guide you through the process step by step and work through it together in real time.

    What happens after setup is complete?

    After your Records Ledger is complete, you will have access to your private encrypted portal through a Continuity Membership. You choose the level of ongoing support that fits how you want to manage your records going forward.

    What happens to my records if I do not enroll in a Continuity Membership after setup?

    Your portal remains active for sixty (60) days following the completion of your Records Ledger Setup. After sixty days, portal access will be suspended and your records will be retained for twelve (12) months from your engagement completion date. You will receive written notice thirty (30) days before permanent deletion. You may request immediate deletion at any time in writing.

    If more than twelve months have passed since your last active term, your records will have been permanently deleted and a new Records Ledger Setup will be required before enrolling in any Continuity Membership.

    Who can access my portal?

    Only you and anyone you specifically authorize. We do not share your information with third parties. Your portal is private, encrypted, and accessible only to you and your designated trusted person if you choose to grant them access.

    What kinds of records does the Records Ledger cover?

    Your Records Ledger covers legal documents, financial accounts, insurance policies, property records, digital accounts, medical information, emergency contacts, subscriptions, and business records. Think of it as a complete map of your life's most important information.

  • Records Ledger Setup, One-Time Engagement

    Starting at $1,850

    Final pricing is determined following your free consultation based on household complexity, number of accounts and properties, and overall scope.

    • Standard: $1,850 to $2,200

    • Moderate Complexity: $2,400 to $3,200

    • High Complexity: $3,500 to $4,800

    • Complex / Custom: Pricing provided following your consultation

    Following your Records Ledger Setup, you will have access to your portal through a Continuity Membership. See Continuity Membership below for pricing.

STEP 2 - Keep it current and accessible

CONTINUITY MEMBERSHIP

An ongoing membership that keeps your Records Ledger active, current, and accessible long after setup is complete, with flexible levels of professional support designed to fit your life and the way you want to manage it.

Self-Managed Continuity

  • Your Self-Managed Continuity membership includes:

    • Continued access to your private encrypted Records Ledger portal

    • Full Records Ledger access with edit rights. You update and maintain your own records

    • Ability to update, print, and share your Emergency Access Summary with your trusted person at any time

    • Ability to upgrade to Concierge Continuity at any time

  • Your Self-Managed Continuity membership renews each year on the anniversary of your Records Ledger completion. You will receive a renewal notice 30 days in advance.

    Your portal remains active and accessible from any device. You are responsible for keeping your own records current, including updating accounts, adding new policies, and reflecting life changes as they happen.

    If your membership is not renewed, portal access will be suspended. Your Records Ledger is never deleted unless requested in writing. Access can be reinstated at any time. See Investment below for reinstatement details.

  • Self-Managed Continuity is right for you if:

    • You completed your Records Ledger and want continued access to maintain it yourself

    • You are organized and comfortable keeping your own records current as your life changes

    • You want your portal active and accessible without ongoing professional involvement

    • You prefer a lower annual commitment with the flexibility to upgrade to Concierge Continuity at any time

  • Can I update my own records in the portal?

    Yes. Self-Managed Continuity gives you full edit access to your Records Ledger. You can update accounts, add new policies, change contact information, and reflect life changes as they happen at any time.

    What if I need more support?

    You can upgrade to Concierge Continuity at any time. Concierge gives you two guided review sessions per year, proactive monitoring, and hands-on records management so you are not managing the administrative complexity alone.

    What happens if I let my membership lapse?

    If your Self-Managed Continuity membership is not renewed, your portal access will be suspended.

    Your Records Ledger will be retained for twelve (12) months following the end of your last active term. You will receive written notice thirty (30) days before permanent deletion. You may request immediate deletion at any time in writing

    To reinstate, you pay a reinstatement fee of $59 which covers portal reactivation. The annual membership fee of $49 then applies for the new year.

    If more than twelve months have passed since your last active term, your records will have been permanently deleted and a new Records Ledger Setup will be required before enrolling in any Continuity Membership.

  • $49 per year

    Renews annually on the anniversary of your Records Ledger completion. Available to clients who have completed their Records Ledger Setup through Tutela Domus.

    Reinstatement fee for lapsed memberships:

    $59 Covers portal reactivation only. No session included. The annual membership fee of $49 then applies for the new year.

    Upgrade to Concierge Continuity available at any time.

    Move to Concierge Continuity whenever your needs change.

Concierge Continuity

  • With Concierge Continuity, you do not have to manage anything yourself. You notify us when something changes, and we take care of the rest.

    Your Concierge Continuity membership includes:

    • Continued access to your private encrypted Records Ledger portal

    • Two guided review sessions per year, approximately every six months, each one hour with a written post-session summary

    • Full Records Ledger maintenance by Tutela Domus. We keep your records current based on the information you provide

    • Record updates handled by Tutela Domus throughout the year. You notify us when something changes, we update your ledger promptly

    • Proactive alerts on key dates including insurance renewals, document expirations, and important deadlines

    • Emergency Access Summary maintained and kept current by Tutela Domus, ready to share with your trusted person at any time

    • Ongoing gap tracking and recommendations updated after each session

    • Ability to downgrade to Self-Managed Continuity at renewal if your needs change

  • Your Concierge Continuity membership renews each year on the anniversary of your Records Ledger completion. You will receive a renewal notice 30 days in advance.

    You have two guided review sessions per year, one approximately every six months. Before each session we review your Records Ledger and note anything that looks outdated or incomplete. During the session we go through your ledger together, cover what has changed in your life, and update your records in real time. After each session you receive a written summary of everything reviewed, updated, and still outstanding.

    Between sessions you will receive proactive alerts on upcoming renewals, expirations, and key dates so nothing slips through unnoticed.

    Sessions are conducted remotely by video or phone at a time that works for you.

    If your membership is not renewed, portal access will be suspended. Your Records Ledger is never deleted unless requested in writing. Access can be reinstated at any time. See Investment below for reinstatement details.

  • Concierge Continuity is right for you if:

    • You completed your Records Ledger and want someone else to keep it current with no self-management required

    • You have a complex household with multiple accounts, properties, or policies that change regularly

    • You want someone watching over your system so nothing expires or falls out of date

    • You value the peace of mind of knowing your records are organized, maintained, and ready when needed

    • You prefer a fully managed professional relationship rather than self-service access

    • You want proactive outreach when something in your records needs attention, not just an annual reminder

  • How are record updates handled between sessions?

    Any change to your Records Ledger outside of your two scheduled sessions, such as a new account, a policy change, a beneficiary update, or a new property, is included in your Concierge Continuity membership at no additional charge. Simply notify us and we handle it.

    Who can access my portal?

    Only you and anyone you specifically authorize. We do not share your information with third parties. Your portal is private, encrypted, and accessible only to you and your designated trusted person if you choose to grant them access. Tutela Domus does not collect, store, or have access to your original documents, passwords, or sensitive files at any time.

    What happens if I let my membership lapse?

    If your Concierge Continuity membership is not renewed, your portal access will be suspended.

    Your Records Ledger will be retained for twelve (12) months following the end of your last active term. You will receive written notice thirty (30) days before permanent deletion. You may request immediate deletion at any time in writing.

    To reinstate, you pay a reinstatement fee of $249 which covers portal reactivation and a catch-up session to bring your records current. The annual membership fee of $749 then applies for the new year.

    If more than twelve months have passed since your last active term, your records will have been permanently deleted and a new Records Ledger Setup will be required before enrolling in any Continuity Membership.

    Can I downgrade to Self-Managed Continuity?

    Yes. At your annual renewal you can switch to Self-Managed Continuity at $49 per year. Contact us before your renewal date to make the change.

  • $749 per year

    Renews annually on the anniversary of your Records Ledger completion. Available to clients who have completed their Records Ledger Setup through Tutela Domus.

    Reinstatement fee for lapsed memberships:

    $249 Covers portal reactivation and one catch-up session to bring your records current since your last active term. The annual membership fee of $749 then applies for the new year.

    Downgrade to Self-Managed Continuity available at renewal.

    Switch to Self-Managed Continuity at $49 per year at any annual renewal. Contact us before your renewal date.

All Tutela Domus services are organizational and administrative in nature. We do not provide legal, financial, insurance, or tax advice, and we do not store original documents. If you need professional expertise, we will let you know and help connect you with the right resource. Pricing is based on the scope and complexity of your engagement and is confirmed in writing following your initial consultation.

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