Exit Planning
If something happens unexpectedly to you, the stress of coordinating your affairs falls to your loved ones.
Cancelling direct payments, subscriptions and memberships, bank accounts and utilities, redirecting mail,
taking care of your precious pet - all this will need to be actioned by those you care about.
And often without the information available of how to do this and who to call.
Our concept is to collate all of the important details of your daily life into one comprehensive document NOW -
making it so much easier for your loved ones to take care of when the time comes.
You have the option of working with our guide yourself or you can choose for us to support you through this process.
Take a look at our packages below.
Package Options
BRONZE - Do It Yourself Option $49
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Own your own editable version of our Exit Planning document to be completed yourself in the comfort of your own home, in your own time and/or with family to assist
SILVER - Personalised Service From $199
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At home 2 hour consult to collect all required data and collate into one organised and complete document *
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Customised final Exit Planning document provided for you and your loved ones to keep somewhere safe
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FREE Preparing a Will checklist
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Annual reminders sent out to update passwords and check in
*further consults may be required at an additional cost
GOLD- Ultimate Service From $399
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Initial 2 hour consult to collect all required data and collate into one organised and complete document
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Subsequent follow up consults as required
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Customised final Exit Planning document provided for you and your loved ones to keep somewhere safe
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FREE Preparing a Will checklist
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FREE comprehensive Step-By-Step Deceased Estate Admin Guide
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Annual reminders sent out to update passwords and check in
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Unlimited phone and email support throughout process
Inclusions | BRONZE | SILVER | GOLD |
|---|---|---|---|
Exit Planning template doc to edit and keep | ✔ | ||
Initial 2 hour at-home consultation | ✔ | ✔ | |
Additional consults as required | Available at additional cost | ✔ | |
Customised Finalised Exit Planning doc | ✔ | ✔ | |
Secure storage of your personal information | ✔ | ✔ | |
Annual reminders to update passwords | ✔ | ✔ | |
FREE Preparing a Will checklist | ✔ | ✔ | |
FREE comprehensive Step-By-Step Deceased Estate guide | ✔ |