Blueprint Essentials — Individual
Discovery meeting, Essentials PDF, review and finalization, Essentials folders and fire-resistant bag.
$375.00
SERVICES & PRICING
Create a Blueprint to help keep essential information, instructions, and records organized for the moments that matter.
Blueprint Essentials
Blueprint Essentials includes all discovery and review meetings, compilation of the Blueprint Essentials PDF, delivery of completed documents, and guidance on assembling your physical package. Blueprint Essentials pricing is based on three hours of consulting time for individuals and five hours for couples. Each additional hour will be billed at $125 per hour, with advance notice of estimated additional hours.
Blueprint Essentials — Couples
Discovery meetings, Essentials PDFs, review and finalization, Essentials folders and fire-resistant bag.
$500.00
Blueprint Supplements
Supplements are optional add-ons that capture important detail beyond the Essentials. You may add Supplements at your initial engagement or during an annual update. Assistance with completing Supplements is billed at $125 per hour.
Supplement PDFs + folders
One price includes fillable PDFs for ALL applicable Supplements and folders. Select one or all to complete on your own.
$25.00
Available Supplements
Digital Accounts & Subscriptions
Online accounts, streaming services, recurring memberships, and autopay details.
Credit Cards
Major and store credit cards, autopay, rewards programs, and issuing banks.
Medical Information
Conditions, medications, allergies, providers, preferred hospital, and pharmacy.
Housing Information
Utility providers, home services, lawn care, solar, and property tax.
Pet Details
Veterinarian, groomer, food, medications, and emergency guardian.
Personal Property
Jewelry, art, collectibles, and heirlooms with description, location, and notes.
Safe Deposit Box Contents
An itemized contents list for each safe deposit box.
Business Interests
Business details, key contacts, financial information, and succession planning.
Annual Update
As life changes, your Blueprint should too. An annual update session helps ensure your documents remain accurate and complete. Updates are recommended once per year.
Annual Update — Essentials only
Review and update Blueprint Essentials; revised PDF provided.
$125.00 individual / $175 couples
Annual Update — Essentials + Supplements
Review and update Blueprint Essentials and active Supplements.
$175.00 individual / $225 couples
Ready to create your Blueprint?
Start with a conversation about the information your family needs to be organized and protected.