Estate Preparedness Services Package – $1195 *

This price is for all three on-site services: Estate Planning Documentation, Personal Property Inventory and Disaster Preparedness Assessment and Procurement and also includes the first year of your website hosting for free. This is over $540 savings on individual service pricing.

Individual Service Prices
  • Estate Planning Documentation – $419
  • Personal Property Inventory – $579
  • Disaster Preparedness – $649

Typical Engagement

Our comprehensive services jumpstart your journey into Estate Preparedness. Depending on where you are in your preparedness journey, the process can take multiple calls/visits for us to be thorough. The following outlines a typical engagement:

Oboarding Call
  • Gather information about your estate for us to proceed
  • Walkthrough Readiness Assessments
    • Estate Planning
    • Disaster Preparedness
    • Emergency Planning
  • Review Services, Processes and Prep Work for you to do
  • Schedule Initial Visit

Initial Visit
  • Review of Estate Planning Checklist and Forms
  • Review Disaster Preparedness Checklist and create list of immediate needs for procurement
  • Set goals and define an action plan
  • Schedule Services

Property Inventory and Document Archiving Visit
  • Perform Property Inventory – Videos and Pictures
  • Scan and Copy Estate Planning Documents

Follow Up Visit
  • Delivery of printed reports and USB drive
  • Disaster Preparedness Next Steps

Contact us today to schedule your on-site services.

*This price is for the Richmond Virginia area but we are willing to travel. If you are outside of our local area please contact us to discuss fees. Service price does not include needed supplies and equipment that we procure for you.