Our Services
Three straightforward options, organized around how much you want us involved. Every engagement begins with The Foundation — because a well-organized life is the prerequisite for everything else.
Our services are not legal advice. We are life administrators with legal training: we know what to look for, what questions to ask, and who to connect you with when something needs professional attention.
THE FOUNDATION
Build your Records Ledger — know where everything is
Investment: $1,500 – $2,500 Timeline: 2 – 3 sessions
BEST FOR
People who want everything documented, organized, and accessible, in one place, for the first time.
WHAT IS INCLUDED
Complete Life Audit session: we learn exactly what you have and what is missing
Full Records Ledger build: documents, accounts, insurance, digital life, medical, property, subscriptions, and emergency contacts
Physical and digital document inventory
Password manager setup and documentation
Emergency binder or digital summary for trusted persons