CLEAR Kit Concierge Service

Want a full overview of how the CLEAR Kit works and how it compares to other estate organization options?

Explore the CLEAR Kit overview.

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The CLEAR Kit Concierge Service is designed for people who want expert guidance, not just materials.

This premium option includes the full CLEAR Kit plus personalized one on one support to help you organize your personal, financial, and end of life information accurately and completely. You work directly with a trained professional who helps you think through decisions, identify gaps, and ensure the information your loved ones or executor will need is clear and usable.

The Concierge experience combines the CLEAR Kit’s comprehensive system with hands on guidance, giving you confidence that nothing important is missed and peace of mind that your plan is organized in a way others can actually follow.