One conversation while you're here to answer every question. Everything your family needs — organized, clear, and ready when they need it most.
One comprehensive session with Christian produces four deliverables that your executor will rely on from day one.
A comprehensive, organized record of every asset, account, policy, and property in your estate — exactly what your executor needs to know what exists and where to find it.
A plain-English guide written specifically for your executor — covering your specific assets, your specific wishes, and the specific steps they need to take when the time comes.
Every professional your executor will need — organized, introduced, and briefed. No scrambling to find an estate attorney or figure out who managed your investments.
Digital copies of every critical document organized in a secure, accessible vault. When your executor needs the Will at midnight, they know exactly where to find it.
We leave nothing undocumented. Here's a sample of what the inventory covers.
Every dollar you invest in your Estate Readiness Plan is credited in full toward any Estate Compass service when the time comes. You're not spending money — you're pre-paying for something your family will need.
This is not a discount. It is a credit — your full Playbook fee applied in its entirety toward any Estate Compass service if your family ever needs it. You are not spending $1,500. You are pre-investing in something your family will need — and getting the planning session for free in the process.
Schedule a 2-hour deep dive with Christian. We send you a pre-session questionnaire to make sure we use the time efficiently.
We walk through every aspect of your estate together — assets, accounts, wishes, complications, and people. Nothing is left undocumented.
Within 2 weeks we deliver your complete estate inventory, executor briefing document, professional network file, and document vault.
Your executor has everything they need from day one. When the time comes, we're already briefed and ready to support them immediately.
We strongly recommend having a Will before completing the Playbook — the Will is the foundation of the executor briefing document. If you don't have one yet, we can refer you to an estate attorney to get it done first. The session takes about 90 minutes.
If and when your family ever engages Estate Compass, your executor contacts Estate Compass. We confirm your Playbook on file and apply your full $1,500 as a credit immediately — no paperwork, no process. If your estate requires only the Essentials package ($500), there's nothing additional to pay. If it requires Guided or Full Support, only the balance above $1,500 is due.
That's exactly what the Annual Stewardship is for. For a one-time session, we recommend booking an update whenever you experience a major life change — new property, new accounts, change in beneficiaries, divorce, or significant asset change. Updates are available at $350 per session outside of the annual retainer.
No — and we're clear about that. Estate Compass organizes and documents. Your estate attorney drafts the legal documents. Your CPA handles the tax filings. We sit between all of them — making sure your executor knows who they are, what they do, and how to work with them effectively.
Absolutely — and this is one of the most common requests we receive. Adult children who know they'll be executor often engage Estate Compass on behalf of aging parents to get the estate organized while their parents can still participate. The session works best when the estate owner is present, but we can work with whatever access is available.
All client information is treated with complete confidentiality. Document vault access is protected and only shared with individuals you explicitly authorize. We do not share any estate information with third parties without your written consent. At your direction, vault access can be transferred to your executor when the time comes.
Your executor will face 570 hours of work. Give them what they need to do it well — without the guesswork, the panic, and the family conflict that comes from not knowing where to start.