Services* |
List Price |
|
Early Adopter Pricing |
|
|
|
|
Advance Care Dialogue and Documentation |
$700 |
|
$350 |
Access to online Advance Directive Form for up to 2 people |
|
|
|
One Hour Consultation |
|
|
|
Form Distribution for up to 5 people |
|
|
|
One Hour Moderation with Health Care Advocate and Family |
|
|
|
|
|
|
|
Memorial Wish Documentation |
$500 |
|
$250 |
Access to It's Your Loss Post-Death Activities Information(PDAI) Form for up to 2 people |
|
|
|
One Hour Consultation |
|
|
|
Packaging and Mailing for up to 5 people |
|
|
|
|
|
|
|
Relationship Focused Will/Trust Review |
$400 |
|
$200 |
Review of Will/Trust from Relationship Focused Perspective |
|
|
|
One Hour Consultation |
|
|
|
|
|
|
|
Will/Trust Distribution Communication - Basic |
$2,000 |
|
$1,000 |
One Hour Initial Consultation |
|
|
|
Initial Estate Information Summary Letter (EISL) Draft and Distribution |
|
|
|
Two Hour Family Meeting Moderation |
|
|
|
Final EISL Document |
|
|
|
One Hour Follow Up Family Meeting Moderation |
|
|
|
Final Packaging and Mailing for up to 5 people |
|
|
|
|
|
|
|
Will/Trust Distribution Communication - Intermediate |
$3,000 |
|
$1,500 |
Relationship Focused Will/Trust Review |
|
|
|
Two Hour Initial Consultation |
|
|
|
Initial Estate Information Summary Letter (EISL) Draft |
|
|
|
EISL Updates per Client |
|
|
|
EISL Final Draft Distribution |
|
|
|
Two Hour Family Meeting Moderation |
|
|
|
Final EISL Document |
|
|
|
One Hour Follow Up Family Meeting Moderation |
|
|
|
Final Packaging and Mailing for up to 5 people |
|
|
|
|
|
|
|
Will/Trust Distribution Communication - Deluxe |
$4,500 |
|
$2,250 |
Relationship Focused Will/Trust Review |
|
|
|
Two Hour Initial Consultation |
|
|
|
Initial Estate Information Summary Letter (EISL) Draft |
|
|
|
EISL Updates per Client |
|
|
|
EISL Final Draft Distribution |
|
|
|
Two Hour Family Meeting Moderation |
|
|
|
Final EISL Document |
|
|
|
One Hour Follow Up Family Meeting Moderation |
|
|
|
Final Packaging and Mailing for up to 5 people |
|
|
|
10 Additional Consulting/Counseling/Mediation Hours |
|
|
|
|
|
|
|
*All services above include annual check-in and permanent retention of written records. |
|
|
|
|
|
|
|
Physical Asset Disposition Mediation |
$750 |
|
$375 |
One Hour Initial Consultation |
|
|
|
Three Hour Consultant In Home Asset Transferand Mediation |
|
|
|
|
|
|
|
Additional Consultation (per hour) |
$200 |
|
$150 |
Additional Packaging and Mailing |
$25pp |
|
|
|
|
|
|
|
|
|
|
Counseling |
|
|
|
Family Counseling (80-minute sessions) |
$225 |
|
$200 |
Individual Grief Therapy (50-minute sessions) |
$150 |
|
$125 |
|
|
|
|
|
|
|
|
Speaking Engagements/Education Workshops |
Call to discuss |
|
|