Estate Planning Prep Services
Organized. Thoughtful. Peace of mind starts here. Before meeting with a lawyer, many families need help simply gathering and organizing the essential documents for estate planning.
What’s Included:
- Help gather all necessary documents (Property titles & deeds, Identification, Bank and financial statements, Insurance policies, Beneficiary designations).
- Organize and label all items clearly in physical or digital format.
- Create a simple Legacy Binder for heirs to reference later.
- Optional: scan and store digital copies securely for backup.
- Optional: help schedule and prepare for legal consultation.
what To Bring for Fingerprinting
Saves time and legal fees by being prepared ahead of time.
Helps seniors and families feel confident and in control.
Creates a clear, easy-to-understand resource for loved ones.
Encourages planning before a crisis occurs.
Pricing
Estate Planning Prep
Service | Price |
Legacy Binder Organization | Starting at $125 |
Full Paper-to-Digital Estate Prep | $150 – $275 (based on volume) |