Concierge Legacy Admin Service

Hands-on, done-for-you organization with premium support.

2 hr

499 US dollars

Service Description

Includes: -In-home or extended virtual sessions - Full document sorting & categorization - Scanning & secure digital vault creation - Comprehensive Asset Inventory Creation - Beneficiary alignment checklist - Digital password management - Family Access Plan - Estate Attorney coordination & prep checklist - 30 day follow up support Ideal for: - Business owners - High-income households - Families with complex assets - Clients who want full completion

Contact Details

443-379-4259

legacynecessary@gmail.com