EndWise Solutions

Three Tiers of Support. One Goal: Peace of Mind.

Essentials Package – “We give you the tools. What you do with them is on you.”

Legacy Concierge Package – “We don’t just plan it. We execute it with you — completely.”

Legacy System Package – “We build the blueprint. You still have to make the moves.”

$1,500

For families who want the foundational legal documents to avoid probate and protect medical/financial decisions — without ongoing support.

Includes:

Revocable Living Trust
Pour-Over Will
Healthcare & Financial POAs
Advance Directive / HIPAA Release
Final Wishes Worksheet
Notarization & 1-Hour Walkthrough
PDF + Printed Binder

“We equip you. You execute alone.”

Legacy System Package – “We build the blueprint. You still have to make the moves.”

Legacy Concierge Package – “We don’t just plan it. We execute it with you — completely.”

Legacy System Package – “We build the blueprint. You still have to make the moves.”

$3,000 or 3 payments of $1,100

For families who want structure, clarity, and a full legacy system they can confidently manage.

Everything in Essentials, plus:

Asset & Debt Tracker
Password Vault Setup
Executor/Trustee Guide
90-Day Unlimited Updates
Legacy Maintenance Plan option after 90 days

“We guide the process. You carry it out.”

Legacy Concierge Package – “We don’t just plan it. We execute it with you — completely.”

$4,500 or 3 payments of $1,650

For families who want it all handled — asset transfers, family education, and emotional legacy.

Includes everything in Essentials + System, and:

Full Trust Funding Support (we do the transfers with you)
Family Legacy Meeting (Zoom or in-person)
Letters to Loved Ones (written or recorded)
Legacy Maintenance Plan option after 90 days

“We guide and complete it — fully.”

EndWise Solutions™

Plan With Clarity. Protect With Conviction.

Three Tiers of Support. One Goal: Peace of Mind.

Essentials Package – “We give you the tools. What you do with them is on you.”

Legacy Concierge Package – “We don’t just plan it. We execute it with you — completely.”

Legacy System Package – “We build the blueprint. You still have to make the moves.”

Legacy System Package – “We build the blueprint. You still have to make the moves.”

Legacy Concierge Package – “We don’t just plan it. We execute it with you — completely.”

Legacy System Package – “We build the blueprint. You still have to make the moves.”

Legacy Concierge Package – “We don’t just plan it. We execute it with you — completely.”

Legacy Concierge Package – “We don’t just plan it. We execute it with you — completely.”

Legacy Concierge Package – “We don’t just plan it. We execute it with you — completely.”

Optional: Legacy Maintenance Plan

EndWise Solutions™

Plan With Clarity. Protect With Conviction.

Three Tiers of Support. One Goal: Peace of Mind.

Essentials Package – “We give you the tools. What you do with them is on you.”

Legacy Concierge Package – “We don’t just plan it. We execute it with you — completely.”

Legacy System Package – “We build the blueprint. You still have to make the moves.”

Legacy System Package – “We build the blueprint. You still have to make the moves.”

Legacy Concierge Package – “We don’t just plan it. We execute it with you — completely.”

Legacy System Package – “We build the blueprint. You still have to make the moves.”

Legacy Concierge Package – “We don’t just plan it. We execute it with you — completely.”

Legacy Concierge Package – “We don’t just plan it. We execute it with you — completely.”

Legacy Concierge Package – “We don’t just plan it. We execute it with you — completely.”

Optional: Legacy Maintenance Plan

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