Your Life. Your Wishes. Your Legacy.
Legacy planning isn’t only about what happens after you’re gone. It’s about making life easier for the people you love by ensuring the information they may need is organized, accessible and thoughtfully prepared.
Please note: Curated Planning Group provides organizational and concierge-based legacy planning services. We do not provide legal, financial, tax or estate-planning advice. When specialized professional services are needed, we can help connect you with the appropriate provider.
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Legacy Essentials
Starting at $199
A simple first step toward getting your affairs organized.
Perfect for individuals who want to make sure their loved ones know where to find the information that matters most.
Includes:
Initial Legacy Planning consultation
Personalized legacy checklist
Important contacts & emergency information
Insurance & account inventory
Important document locator
Digital account inventory
Final wishes & personal preferences guide
Personalized action list for anything still needed
Best for: Getting the essentials organized and creating a clear starting point.
Starting at $399 | Most Popular
A comprehensive roadmap for the people you love.
Your Legacy Blueprint brings the important details of your life together in one organized plan, helping your loved ones know what you have, where to find it, and what you want.
Includes everything in Legacy Essentials, plus:
Comprehensive financial & insurance inventory
Property & vehicle information
Household information & responsibilities
Medical & provider contacts
Digital life, subscriptions & online accounts
Funeral, memorial & celebration-of-life preferences
Personal belongings & special instructions
Pet and dependent information, if applicable
Personalized instructions for loved ones
One follow-up review session
Completed personalized Legacy Blueprint
Best for: Individuals and families who want a comprehensive plan that makes life easier for the people they leave behind.
The Legacy Blueprint
The Complete Blueprint
Starting at $699
Personalized, hands-on support from start to finish.
For clients who don’t just want a plan—they want help getting it done. We’ll work alongside you to gather, organize and document the important details of your life.
Includes everything in the Legacy Blueprint, plus:
Multiple one-on-one planning sessions
Hands-on assistance gathering & organizing information
Document organization support
Digital and/or physical legacy organization system
Identification of missing information or planning gaps
Customized instructions for family or trusted contacts
Coordination and referrals to outside professionals when needed
Final Legacy Planning review
Notary services for eligible documents, when applicable
Best for: Anyone who wants a more personal, concierge-level experience with guidance throughout the entire process.