EndWise Solutions™

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  $1,500

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

Perfect for the self-starter who wants it set up clean and clear.

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 prep the paperwork. You figure out the processes.

 $3,000 or 3 payments of $1,100

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

This tier includes critical planning tools and team guidance — but you remain in the driver’s seat.

Includes 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 map the processes. You carry them out.

 $4,500 or 3 payments of $1,650

For families who want it all handled — from asset transfers and legacy conversations to emotional preparation and family meetings.

This is the full-service tier where nothing is left unsaid or undone.

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)

• 90-Day Unlimited Updates
   
• Legacy Maintenance Plan option after 90 days
   

We lead the processes — and complete them for you.