top of page

Fair Pricing, Exceptional Service

Free

What is included:

  • Clear explanations of the Executor process

  • Step-by-step guide to organizing the Estate

  • Looking ahead

  • Introduction to our planning and execution partners 

Executor Services

$500.00 p.a.

  • All of the Free services, plus:

  • Participant uploads and filing

  • Automatic family Tree propagation

  • "Family Jewels" Asset, liability input and analysis

  • Photo upload and storage of Assets

  • Budgeting tool

  • Automatic Document feeding and auto-fill

  • Asset and Liability dispersal and accounting

  • Calendar Function

  • Encrypted Family chat function

Data Storage

$200 p.a.

Encrypted storage of:

  • Family contact information

  • Family Jewels Asset and Liability files

  • Photo images of Family and Assets

  • Calendar History

  • Chat history

bottom of page