Up-front pricing
Every price is posted. Nothing is hidden.
Start with a planning call at $0, up to 30 minutes. Then choose the plan that fits your family. We will talk through the options with you, with no pressure.
Start here
Planning call
Planning call
$0up to 30 minutes
We listen, answer questions, and help you choose the right plan. There is no pressure and no rush.
Plans
Planning packages
Legacy Contacts Setup
$195one time
Apple, Google, and Facebook legacy contacts, printed access keys, and a one-page summary.
Estate Essentials
$395one person
Couple $595
One visit, up to 3 hours: an account list, a password manager or printed password book, device passcodes, legacy contacts, and a written plan for the trusted person.
Complete Estate Plan
$795one person
Couple $1,095
Everything on the site, over two visits, up to 6 hours: a bills and renewals review, a photo and email backup check, a family member joining by phone, a printed plan binder, a copy for the attorney if wanted, and a 30-day follow-up call.
Stay current
Yearly Plan Review
Yearly Plan Review
$195a year
Couple $275 a year
An in-home review up to 1 hour, an updated plan, legacy contacts rechecked, and a 15-minute check-in call at 6 months.
For families after a loss
When the Time Comes
When the Time Comes
$995flat
$795 if the family already has our plan
Up to 20 everyday accounts closed or memorialized, a written checklist and updates, and up to 3 hours of calls with the executor to banks, insurance, and investments.
- Each account past 20Added to When the Time Comes.$40per account
- Account search when there is no planWhen the family does not already have our plan and we need to find the accounts first.$120an hour
Other costs
Hourly help and mileage
- First hour, in-homeWhen you need help outside a package.$120first hour
- Extra in-home timeAfter the first hour.$50per 30 minutes
- Phone or remoteHelp by phone or a remote session.$35per 15 minutes
- Long drivesMileage on long drives.70 centsa mile
Password manager. If you use a password manager, you pay that company directly. We add nothing.