Estate Organization Services
Planning and Organization “Just In Case”
If something were to happen to you, would your family know where to find your important documents and information?
With the estate organization services from Compass Coordinators, we can help make sure that you have everything you need in case you become incapacitated or die—and the people who need it know how to find it.
“My husband and I completed all the legal work around our estate planning and end-of-life wishes; but I KNEW I hadn’t gotten information organized well enough for family members to easily take charge of our affairs. I just never seemed to get around to that final step. When I heard about Compass Coordinators, I immediately set up an appointment. Jasmine walked me through an assessment and helped me come up with a thorough plan of action. It gave me such peace of mind.”
Beyond the Will
This is no “one size fits all” service! We meet you where you are, whether you already have some things in place or are starting from scratch. Every engagement includes:
Assessment to find out what documents and organization you have in place and if your trusted contact* knows how to access it when needed
Referrals to attorneys and financial professionals as needed to complete key documents
Physical document organization & recommendations for storage
Digital document & password organization recommendations
Follow-up to hold you accountable
Price: $450
*Engagement includes main client or couple and one trusted contact.