No matter what season of life you're in right now, planning for the future is always a good idea.  Our Advance Planning serves as an "End-of-Life Audit" to help you and your family get organized for whatever the future holds.

This package includes: 

• a 2-3 hour comprehensive review of your estate and end of life goals including:

  • Real Property

  • Personal Property

  • Bank Accounts

  • Credit Cards

  • Investments, Annuities, Retirement Funds

  • Household Operations

  • Non-Medical End of Life Wishes and Funeral Planning

• a 1 hour follow-up call with tailored recommendations and clear next steps to ensure your affairs are in the best shape possible

• recommendations and referrals to other experts including attorneys, financial advisors, and real estate professionals

Cost:  $500/package due at initial review;  $125/hour for additional post-package support billed monthly.

When somebody we love has died, alongside the grief and mourning there is a lot to do.  We review your loved one's accounts, memberships, and other belongings and provide a game-plan and coaching to wrap up their affairs.

This package includes: 

• a 2-3 hour comprehensive review of your loved one's estate and affairs including:

  • Real Property

  • Personal Property

  • Bank Accounts

  • Credit Cards

  • Investments, Annuities, Retirement Funds

  • Household Operations

  • Ways to preserve their legacy now and in the future

• a 1 hour follow-up call with tailored recommendations and clear next steps to ensure your loved one's affairs are wrapped up in the most efficient way possible

• Two additional 30-minute coaching calls to keep you accountable through the process (within 90 days of initial review)

Cost:  $600/package due at time of initial review.;  $125/hour for additional post-package support billed monthly.

Most of our clients start with an Advance Planning or After Loss package and add on additional post-package support as needed...but every situation is unique!  If your needs don't align with our packages, we can provide customized flexible support on an hourly basis.  Custom Projects may include:

• Coordination and supervision of estate cleanouts (within North Carolina;  additional travel costs may apply depending on location)

• Planning and event coordination for funerals and celebrations of life

• Legacy Projects including oral history, transcription, and digital asset organization

Cost:  $125/hour, billed monthly, with regular updates on estimated budget.  An upfront payment of $500 is required, to be applied to the first 4 hours of work