Investment

Choose Your Tier

Continuity planning tailored to your level of responsibility.

Founding Families

Founding Families

4 SEATS REMAINING

You receive your first annual review at no cost, priority scheduling, premier pricing, and early access to every future expansion of the platform.

The Vault

Vault

$950

For the individual who carries more than others realize.

Annual review available upon request.

Annual Review: $400

  • Core Document Inventory
  • Secure Access Framework
  • Critical Contact Directory
The Legacy

Legacy

$3,000 Starting

For the business owner whose operations cannot afford to pause.

Annual review available upon request.

Annual Review: $1,200

  • Everything in The Archive
  • Business Succession Integration
  • Long-Term Stewardship Plan

50% retainer upfront and 50% prior to delivery

OR

Pay in full at the time of agreement

Upgrades depend on the price difference between tiers.

Ready to Begin?

Start with a private, no-obligation conversation about your situation.

Schedule a Private Conversation