Schedule a Conversation
Choose the service that best fits your needs.
If you're unsure where to begin, start with a 30-minute consultation. We'll answer your questions and help you understand the next step.
Choose Your Appointment
Consultation
30 Minutes
Not sure where to begin? We’ll discuss your needs, explain our services, and help you determine which Huddle may be the best fit.
The Starter Huddle
1 Hour · $150
Best for individuals or small households (1–2 participants) who want a simple starting point for getting organized.
The Family Huddle
90 Minutes · $250
Most Popular
Best for families of up to 4 participants who want to prepare together and discuss important wishes, responsibilities, and documents.
The Legacy Huddle
2 Hours · $400
Best for families who want more time, personalized organization, and follow-up support.