Strategize Your Legacy
The concierge partner for everything that matters most. Book one strategy session — we manage wills, trusts, funeral arrangements, aging-parent care, and college-student paperwork, so your family can have peace of mind.
$250 session fee — fully credited toward your custom plan
Whether you have a little or a lot — what you worked for, what you earned, gets protected the same way.
This isn't the version your bank offers, the template your job hands out, or the boilerplate a funeral home slides across the table. It's the private-client treatment — for the everyday family.
You're the priority. Not a policy number.
One session. We take it from there.
Estate Orchestration
Comprehensive drafting of wills and living trusts. We don't just deliver documents — we align your entire asset portfolio with your intentions so nothing slips through probate.
Bereavement Concierge
When the moment comes, we step in alongside your family. We sit with the funeral home, negotiate the arrangements, review every invoice, and coordinate the service — so your people can grieve instead of manage.
Executor Support
White-glove coordination and step-by-step guidance for the person you name to carry out your plan.
Beneficiary Paperwork
Retirement accounts, life insurance, deeds, titles — we handle the tedious administrative filings so every asset transfers cleanly.
Aging Parent Concierge
Raising your own kids while quietly running your parents' lives? We handle powers of attorney, healthcare directives, Medicare paperwork, and the hard logistics of caring for a parent — coordinated so you can stay present as a son or daughter.
Children & Heirs Advocate
Guardianship nominations, special needs trusts, and the paperwork most parents miss when a child turns 18 — HIPAA and FERPA releases, healthcare proxy, durable power of attorney. We advocate for the heirs your legacy is built around.
Special Needs Trust
A third-party special needs trust that protects eligibility for SSI, Medicaid, and means-tested benefits — from a newborn with a diagnosis to an aging parent needing lifelong care. We draft, fund, and coordinate the trustee.
Read the planLegacy Vault
Secure, private, and organized — every document, password, policy, and instruction your family will ever need, in one place. Encrypted digital storage plus a physical archive we maintain on your behalf.
Three steps. That's the whole thing.
Strategy Session
A 60-minute private consultation. $250, fully credited toward your plan. We map your assets, family, and priorities.
Custom Legacy Plan
We build your will, trust, bereavement concierge arrangements, aging-parent and college-student paperwork — engineered to keep your family out of probate and out of chaos.
We Handle It
Signing, notarization, funding the trust, provider coordination, executor onboarding, ongoing reviews. You don't chase paperwork — we do.
The high cost of an unmanaged legacy.
Fame, fortune, and the best advisors money can buy — none of it matters without a plan on paper. Ten real cases, all documented. Tap any card to read the full story.
A strategy is what stands between your family and this list. Book a session — we'll make sure your name never joins it.
Seven questions. A straight answer.
Most families think a legacy plan is for someone wealthier, older, or more complicated. It isn't. One question at a time — we'll show you where you stand before you spend a dollar.
One session. A plan for a lifetime. A calmer future for the people you love.
The $250 strategy session is the minimum we'll accept — and every dollar is credited toward the custom plan we build for you. Nothing here is free, and nothing here is guesswork.