We help you organize, document, and communicate your wishes, financial, personal, and sentimental, so your loved ones have everything they need when it matters most. Think of us as the bridge between your intentions and their peace of mind.

No. We don’t replace legal or financial professionals. Instead, we prepare you for them so when you meet with your attorney or advisor, you already have your details, documents, and decisions in place. This saves time, reduces stress, and often lowers costs.

Every binder is tailored to you, but most include estate checklists, important documents, account logins, insurance details, letters to loved ones, and instructions for both life events and end-of-life arrangements.

Most projects take 4–8 weeks, depending on how quickly you provide your information and how customized your binder or kit will be.

Yes. We work with clients nationwide through secure online systems, video calls, and encrypted document storage.

Perfect. We’ll make sure those documents are included in your Legacy Binder, alongside personal letters, contact lists, and other details that legal paperwork alone can’t capture.