Pre-Planning
Leave your family a map, not a mystery.
For individuals and families who want to get organized before the situation becomes urgent — while a loved one can still guide the decisions.
What we build together
One 60-minute onboarding call, then we guide you through your own Pre-Planning Organizational Binder — so you can always find:
- 01Vital records and funeral pre-arrangements
- 02Financial accounts, policies, and safe deposit boxes
- 03Vehicle titles and home or property information
- 04A roster of key contacts and professional advisors
- 05A password and digital account inventory
- 06Credit lock-down instructions
- 07A monthly bill and subscription inventory
- 08Family emergency information worksheets
- 09Digital legacy instructions for social media and email
- 10Documented final wishes for burial and memorial service
Risk free
Planning ahead should not feel like paying twice.
When the time comes for your executor to step in, 100% of your $350 Pre-Planning fee is credited back toward Tier 2 or Tier 3 post-loss support.
An organized roadmap today — and $350 off hands-on guidance when your family needs it most.
The credit, in plain English
- ·Non-transferable: it applies to the estate of the person named in the pre-planning document.
- ·No cash value: it cannot be redeemed for cash or refunded if Tier 2 or Tier 3 is not used.
- ·Contract initiation: it must be applied when a Tier 2 or Tier 3 contract is signed.
Your credit never expires, and it cannot be combined with the Tier 1 starter package.
Pre-Planning is $350
One organized roadmap today — and the full $350 credited toward Tier 2 or Tier 3 post-loss support when your family needs it.