Don’t leave your family’s financial future to guesswork. The Guided Kickstart combines our complete DIY document system with personalized, 1-on-1 consulting to ensure every account, business entity, and property title is handled with total accuracy.

We will walk you through your asset portfolio together, answer your specific questions, and help you customize your transfer directives so you can execute your estate plan with complete confidence. Perfect for individuals and family owners who want professional reassurance every step of the way.

What’s Included:

• Everything in the DIY Legacy Toolkit (All Phase 1–4 templates and checklists).
• 1-on-1 Strategy & Review Call (30 Mins): Direct walkthrough to review your asset structure and pre-fill your templates.
• Document Verification: Pre-execution check to catch common retitling mistakes before you submit them to banks or county clerks.
• 14-Day Email Support: Direct access to get answers to follow-up questions as you complete your transfers.