Recovery & Inheritance Planning – Concierge Assisted

$1,995.00 for each 1 year

Choose this option if you want the red-carpet treatment and wish to have one of our digital asset experts assist with the creation and maintenance of your plan, and you want the security of knowing a trusted advisor will be there to assist your loved ones when they most need it.

Category:

Description

$1,995 (Billed Annually)

  • All Essential features plus
  • Concierge assisted Quarterly Plan Updates
  • Bradshaw Knox as Trusted Advisor (optional)
  • Discovery of Assets (optional)
  • Concierge assisted Plan creation
  • Will Storage Service Included
  • 10% Discount on Deceased Estate Advisory Services if Required