Life & Legacy Planning Menu
Tier 1: The Will Call Plan
Witty, minimalist, gets the job done. For people who just want the basics — a will, powers of attorney, and peace of mind.
Value
Do you just want to make sure someone can speak for you in a crisis and your stuff goes to the right people? This plan handles the basics.
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Tier 2: Tiny Human Protection Plan
Relatable, real-life parenting energy. For families with minor kids who need guardianship + trust provisions, but don’t need a full trust yet.
Value
Need to make sure your kids are covered? This plan builds in a will with trust provisions, guardianship designations, and a Kid Kit for emergencies.
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Tier 3: The Trust Me, It’s Worth It Plan
Smart, strategic, probate-avoidant. For people who don’t want their families tangled in court but aren’t ready to go full legacy mode.
Value
Not quite ready for the full legacy setup, but want to avoid probate? This plan gives you a revocable trust, pour-over will, and everything you need to protect your people.
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Tier 4: The Control Freak’s Dream Plan
High-functioning chaos organizer. For the spreadsheet lovers, the Type A planners, and those who never want to leave their family guessing.
Value
Our most comprehensive plan. If you're a details person who wants every asset tracked, trust funded, business succession covered, and a beautifully tabbed binder for your family, this is it.
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