Most people deal with old photos and paperwork only when they're forced to — a move, a loss, a downsizing deadline. The Pre-Planning Program is for people who'd rather not wait. Working through your photos, videos, and important documents while you have the time and the memory to do it right means your family inherits an organized story, not a storage unit.

We have 2 options to choose from

Option 1 — Big Bang

One focused engagement. We work through everything at once — photos, videos, legal and financial documents, family documents (family records, recipes, etc.) — and build it all directly into your Family Vault. Best if you want it done and off your plate.

• Flat project fee, quoted based on volume

• Typically completed in a single intensive session - length depending on scope

Option 2 — Guided Build-Out

A paced, multi-month program. We tackle each category one at a time — photos, then videos, then legal and financial documents, then family documents (family records, recipes, etc.) — with the final month spent reviewing everything and setting up family sharing. Best if you'd rather spread out both the cost and the work.

• Simple monthly payment, no large upfront cost

• A completed category to show for it every single month

Who this is for

• Anyone thinking seriously about getting their affairs in order

• Couples who want their family history handed down clearly, not left as a guessing game

• Clients of financial advisors, elder law attorneys, and preneed funeral professionals already having this conversation