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CLEAR Kit: Concierge Edition

Take your estate planning and legacy organization to the next level with the CLEAR Kit Concierge.

This premium package includes the full CLEAR Kit Deluxe and offers personal 1:1 guidance to ensure every aspect of your personal, financial, and end-of-life information is meticulously organized.

The Concierge edition combines comprehensive resources with personalized expertise, giving you the ultimate peace of mind for the future.

$4,000.00 USD

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Package Type One Adult Two Adults

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Includes

Comprehensive 69-Section Planning System

A complete organization system that helps you organize your legal documents, accounts, assets, insurance, end-of-life wishes, digital life, and more.

Four Premium Binders & Tabs

The Deluxe Physical CLEAR Kit Includes four Binders with color coded tabs:

Binder 1 (Blue): Personal Information, Heritage, & Pets
Binder 2 (Green): Technology, Assets, Liabilities, & Tax
Binder 3 (Orange): Medical, Final Affairs, & Legal
Binder 4 (Black): Water & Fire Resistant Document Storage Binder

Digital Companion Files & USB Drive

Includes print optimized and digital PDFs as well as an Excel sheet for tracking account information.

Key Organizer System

Includes nine color-coded keychains to help you label and organize spare keys for vehicles, safes, storage units, homes, and more.

Notification Templates

Pre-written letters to let family members, executors, or trusted contacts know where to find your kit and how to use it.

Free Executor's Summary Report (A $49 Value)

TheExecutor’s Summary Report provides your executor and loved ones a clear, organized starting point to confidently manage your estate and end-of-life affairs.

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CLEAR Kit: Concierge Edition