›Leather-bound organizer
Engraved gold name plate
Engraved gold name plate
A human way to complete an estate plan.
Estate Plan Execution, Organization & Lifetime Management, handled with document printing, signing coordination, mobile notarization, witness support, secure vault access, return delivery, and annual review.
No loose endsExecution through return delivery
Year 1 includedAnnual Estate Review Service
$999Complete Estate Execution System
$99/yearRenewal after first year
Real organization, real relief.
Every client receives a professionally assembled estate system built for clarity, long-term use, and confident family access.
"Clear sections, secure access, and a system the family can actually use."
Digital VaultLife & Witness Digital Vault™
"Your estate plan is not complete until it is executed, organized, and maintained."
Estate Execution ConciergeFinal-mile estate support
"You send the documents. We execute, organize, and return them complete."
From documents to deliveryPrinting, scheduling, notary, witnesses, binder, vault, packaging
›Acrylic access card
QR-linked vault access
QR-linked vault access
The Estate Execution System
Everything handled. Nothing left incomplete.
We manage the final step of estate planning from start to finish. We receive documents, print and prepare them, coordinate signing, organize everything into a structured system, and return completed documents to the attorney.
- Attorney document intake, printing, and signing coordination
- Mobile notary coordination and witness coordination
- Leather-bound organizer, secure digital vault, and engraved access card
- Document packaging, return delivery, and concierge-level support
- Annual Estate Review, with Year 1 included
This is not just document execution. It is a complete system your family can rely on.
How it works
A simple, complete process.
Your firm prepares the estate plan. We take it from there with a process designed to make execution clear, premium, and complete.
01Attorney uploads documents.
02We print and prepare everything.
03We coordinate signing, notary, and witnesses.
04We assemble binder and digital vault.
05We return executed documents.
06We maintain your estate annually.
For attorneys
Your outsourced estate execution department.
We remove the final administrative burden and help maintain long-term client engagement with printing, signing coordination, binder organization, vault setup, return delivery, and annual follow-up.
Attorney Intake ›
For families
A better way to complete and maintain your estate plan.
Families receive mobile convenience, an organized leather binder, secure digital vault access, an acrylic access card, annual updates, and flexible payment options.
Start Your Intake ›Signature package
Simple, complete estate execution.
$999 complete system
- Document intake and printing
- Signing coordination, notary, and witnesses
- Leather-bound organizer and digital vault
- Acrylic access card and return delivery
- Annual review, Year 1 included
Annual service
Estate plans should stay updated, not forgotten.
$99 /year after first year
Each year, we review family or beneficiary changes, contact updates, address or asset updates, and additional documents. We update your vault so your information stays current and accessible.
Payment options: pay in full or Buy Now, Pay Later, subject to approval.
FAQ
Questions, answered clearly.
Yes. We print and prepare documents provided by the attorney.
Yes. We securely return executed documents to the attorney.
You receive a leather-bound organizer, digital vault access, acrylic card, and full execution support.
Yes. The first year is included. Renewal is $99 per year.
No. Legal advice comes from your attorney.