Signature Legacy Package

Service Description

Structured, guided support with accountability. Includes: - 90 minute intake consultation - Customized document checklist - Guided document categorization session (virtual or in-person) - Asset & Liability Master Inventory Creation - Insurance Summary & Beneficiary Review Checklist - "If Something Happens to Me" instruction guide - Emergency Readiness Binder OR encrypted digital vault setup - 30-day follow-up session Ideal for: - Families with multiple accounts/ assets - Couples with children - Individuals caring for aging parents - Professionals who want it done right