DIY Insurance Profile Kit
$39
Simple form & checklist to map your current policies (life, health, disability, etc.) with guidance on spotting gaps.
Estate Readiness: Insurance Profile
You’ve protected your family with a Will. The next step is securing their future financially.
Choose how you want to proceed
Start simple with a checklist, or let us review everything for you.
Done‑for‑You Insurance Profile
$149
Submit your details, and we’ll review policies, flag missing coverage, and deliver an easy‑to‑follow summary.
Benefits
Clarity
All policies listed in one place.
Preparedness
Your family knows exactly what exists—no lost documents.
Gap Analysis
Spot where coverage may be missing.
Two ways to execute
Start fast (checklist/template)
Quick to launch. Capture policies, beneficiaries, and premiums in minutes.
Upgrade to a service
We (or a partner advisor) review your info and deliver a clear, prioritized action summary.
Stay estate‑ready
Keep your Insurance Profile with your Will so loved ones can act without stress.
Next: Estate Planning Pack
Bundle later with Will + Power of Attorney + Insurance Profile when you’re ready.
Keep momentum: add your Insurance Profile now.