Legacy Concierge

$2,500 / year (add‑on to any active package) Proactive, ongoing legacy stewardship — so nothing important gets lost in the busy years.

For families who want someone thinking ahead for them. We monitor your family’s timeline, anticipate moments worth capturing, and handle the logistics before you even realize you need them.

What's Included:

· Annual family story strategy session (60 min, in‑person or virtual)
· Milestone event documentation: graduations, weddings, reunions, new births (up to 3 events/year)
· Proactive story preservation alerts —
  we notify you when an aging relative, upcoming reunion, or life transition suggests it’s time to record.
· Unlimited story planning consultations (virtual)
· Dedicated story coordinator — one person who knows your entire archive.

· A documented legacy roadmap updated each year
· Priority booking — you skip the waitlist
· Extended support hours (including evenings and weekends)
· One “urgent capture” session per year (48‑hour notice)
· Annual “Legacy Health Check” report (what’s captured, what’s missing)