Services Packages
Each of the packages include:
- status analysis(done using our Resilience Test tool), safeguarding and strategic planning sessions (please see the services page for details),
- a free copy of the Unstranded Workbook
- several virtual meetings,
- a personalized portal,
- pace tracking system,
- calendar reminders, and
- referral to other professionals as needed.
Please note that the duration stated in each package applies only to services we provide and excludes the time required for services provided by other professionals which you might be connected with. This applies to services like drafting a Trust/Will.
Our packages differ on pace to accomodate how fast you intend on achieving your goals.
Accelerated Package
This package allows for the most work to be done in the shortest time.
This is the option to select if you have a situation that requires that you organize your information and implement an estate plan as soon as possible.
This runs for 2 months with weekly meetings (each 1hr.30mins long).
Easy Package
This package runs at the medium pace.
It is the option to select if you wish to get your information organized with an estate plan in place, within a timely manner.
This lasts for 4 months and includes bi-weekly 1hr meetings
Comfort Package
This package runs at the slowest pace and is the option to select if you prefer the least sense of urgency.
This usually takes about 6 months with monthly 1hr meetings for the first 5 months, and weekly meetings in the last month.
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We look forward to helping you better understand what we do.