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.

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 — and yes, it includes a will.

Value

What’s Included

  • Will

  • Financial & Healthcare POAs

  • HIPAA Release

  • After I'm Gone Guide

  • Planning Call

  • Signing Ceremony

  • 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

    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 — and yes, it includes a will.

    WHAT'S INCLUDED

    • Will
    • Financial & Healthcare POAs
    • HIPAA Release
    • After I'm Gone Guide
    • Planning Call
    • Signing Ceremony

  • 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.

    WHAT'S INCLUDED

    • Will with Minor’s Trust Language
    • Guardianship & Conservator Designations
    • POAs & HIPAA
    • Kid Kit
    • After I'm Gone Guide
    • Planning Call & Signing

  • Brand Identity
    Illustration of a branding kit stationary

    SERVICES

    Brand Identity

    A great brand is one that looks good both online and off, I’ll work with you to create a look that is both professional and friendly.