Estate Planning Concierge
Wills. Trusts. Deeds.
Handled with grace.
Meet Stephanie — she finds the right attorneys, notaries, and financial planners for your family, and stays with you until every document is signed and recorded.
Stephanie is not an attorney and does not provide legal advice. She coordinates vetted professionals licensed in your state.
What Stephanie handles
Every piece of your legacy
Wills
$499 starter
Simple will, power of attorney, and healthcare directive coordinated with a vetted attorney in your state.
Revocable Living Trust
$1,500 + attorney
Avoid probate. Protect the family. Stephanie coordinates setup end-to-end.
Deed Transfers
$299 per deed
Quitclaim, warranty, transfer-on-death — routed to a licensed notary and recorder.
Probate Navigation
$2,500 + attorney
When someone passes, Stephanie walks the family through probate step by step.
Family Estate Meeting
$350/session
Facilitated conversation with siblings, spouses, and heirs. She keeps it calm and productive.
Discovery Consult
Free · 60 min
No pressure intake. She listens, maps the situation, recommends next steps.
How Stephanie works
Three steps. No guesswork.
01
Discovery
Free 60-minute chat. She learns the family situation, the assets in play, and what you actually want protected.
02
Match & coordinate
She routes you to a vetted estate attorney, notary, and financial planner licensed in your state.
03
Sign & record
Documents drafted, signed, notarized, and recorded. She stays on the case until it's done.
Protect what you built. Talk to Stephanie.
The average American family loses months and thousands of dollars to probate confusion. It doesn't have to be that way.