We offer three, inexpensive estate organization solutions to fit your needs.
1. Inspired Estate Organization : $250 per year. This is our “flagship” service.
- Initial estate organizational meeting
- Ongoing professional, financial planning
- Annual reviews
- Document scanning and uploading assistance
- 1 family “Zoom” estate organizational meeting per year
- 1 year, unlimited access to the Vault
- Multiple Vault logins, as needed
2. Vault Access Only : $125 per year.
- 1 year, unlimited access to the Vault
- Multiple Vault logins, as needed
3. Customized
- If you have specific estate organization needs that do not fit either #1 or #2, contact Inspire Capital and we’ll create a specialized bid based upon your situation.
