Organized Legacy's Life, Legacy, and Continuity Plan™
Ensure Your Affairs Are in Order for Peace of Mind
Secure your future and preserve your legacy with Organized Legacy’s Life, Legacy, and Continuity Plan™. This is more than just a service—it’s a partnership. We work together to organize your essential documents, clarify your wishes, and develop a comprehensive plan that provides peace of mind for you and your loved ones. Unlike tasks that linger on your to-do list, this collaborative process ensures that everything gets done, giving you the reassurance that your affairs are in order.
What’s Included:
LLCP Overview:
- Life: Review and organize personal documents, financial accounts, and property records.
- Legacy: Document end-of-life wishes, organize family treasures, and preserve personal stories.
- Continuity: Develop household operations plans, organize digital assets, and prepare for emergencies.
- Plan: Create a comprehensive, personalized action plan to ensure all aspects of your affairs are managed.
Session Breakdown:
- Initial Consultation (90 minutes): Comprehensive review and action plan development.
- Session 1: Financial Accounts and Important Documents (90 minutes): Detailed review, organization, automation setup.
- Session 2: Legacy Planning (90 minutes): Documenting wishes, organizing family treasures, personal stories.
- Session 3: Household Operations and Emergency Preparedness (90 minutes): Developing schedules, service provider lists, emergency plans.
- Session 4: Digital Assets (90 minutes): Organizing digital assets, setting up Legacy Accounts.
- Follow-Up Session (90 minute): Progress review, adjustments, additional support.
Professional Guidance and Referrals:
- Professional Guidance: Recommendations for digital and physical document storage systems, such as Trustworthy’s Family Operating System®, or WYNKfile™.
- Referrals to Trusted Professionals: Connecting you with legal and financial advisors, real estate professionals, and other experts as needed.
Benefits:
- Personalized Service: Tailored to meet your specific needs.
- Regular Check-Ins: Ensure tasks are completed and progress is made.
- Expert Guidance: Access to professional advice and recommendations.
- Peace of Mind: Comprehensive organization and preparedness for the future.
Who This Package is For:
- Individuals looking to organize their estate and important documents
- Families preparing for future transitions or disaster preparedness
- Anyone seeking a streamlined approach to getting their affairs in order for the “someday”
Cost:
- $1,200
- $150/per 90-minute session for additional support, billed monthly
Available in-person in the Hampton Roads area of Virginia, and virtually, anywhere.
Comprehensive After-Loss Support Packages
Navigating the aftermath of a loved one’s passing can be overwhelming. Our tailored After-Loss Support Packages are designed to offer the help and guidance you need during this challenging time. From initial assessments and action plans to ongoing administrative support and professional referrals, our packages provide flexible solutions to manage and organize your loved one’s affairs.
Essential Support Package: $500
Ideal for handling smaller tasks or initial assistance with organizing and managing affairs. Provides a comprehensive assessment and action plan, along with targeted administrative support and professional referrals.
Includes:
- 1.5-2 hour intake assessment
- Written action plan
- Two hours of administrative support
- Two 30-minute follow-up check-ins
- Professional Referrals
Extended Support Package: $825
Designed for more extensive needs, this package offers additional administrative support and follow-up sessions to ensure thorough management of your loved one’s affairs, along with professional referrals to trusted advisors.
Includes:
- 1.5-2 hour intake assessment
- Written action plan
- 5 hours of administrative support
- Four 30-minute follow-up check-ins
- Professional referrals as needed
Concierge Support Package: $1,300
Best for comprehensive and ongoing support, covering multiple aspects of after-loss services.
Includes:
- 1.5-2 hour intake assessment
- Written action plan
- 10 hours of administrative support
- Six 30-minute follow-up check-ins
- Professional referrals as needed