Concierge Consulting - Family Affairs

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Included with the Gold and Platinum Plans, we:

• Coach our Clients to thoughtfully review the most critical elements of their personal affairs (legal planning, life insurance, digital footprint, liquidity and funeral planning)
• Assist with the Construction of the Digital Binder, given advice on the the way in which they create the story/map around the critical items
• Train those that will be involved in putting the personal affairs back in order, as they are the real beneficiaries of this service and that familiarity will be invaluable
• Once complete, we Monitor your plan interaction, and reach out from time to time to make sure that you are periodically updating, and then work with you at a minimum on an annual basis to make sure your plan is fresh in the event it is needed

NOTE:  The Family DIY Plan does not include the Coaching or the Assistance with Construction.  It does include the Training and the Monitoring.

Once a family agrees to move forward to create a Legacy Plan, we provide a questionnaire to complete and a list of critical items to begin to consider.  We schedule the Initial Planning session, which is an estimated 75 minutes, where we discuss:

• The process to complete the Legacy Plan
• The benefits and features of the software we use to create the Digital Binder
• The critical items that require primary focus and data population in the software
• Set up subsequent meetings to review progress toward populating the Plan

Over the course of the following weeks, we schedule check-in calls to review progress against milestones that were set at the end of the initial planning session.  We take responsibility for building a multi-page Legacy Plan overview (the "Quick Navigation Guide") which outlines the story and map of your affairs for your loved ones and your Executor.

Once the data population and the story have been completed, we schedule a final review and training for those members of the family and the Executor/Trustee, so they are familiar with the Legacy Plan.  We will discuss the access, the content, and ensure they are familiar enough with the software to navigate within it (though it is very intuitively designed).

All of our lives change, and as such, the contents of the Legacy Plan will need to change as well. We will keep track of time, and schedule periodic maintenance refresh sessions to make sure that your Plan is up to date for the benefit of your loved ones and Executor/Trustee.

* Note under Plans and Pricing, you will find information on the various plans and what is covered.