Our Services

The Living Legacy Toolkit

At Concierge Care, we believe your legacy is a living, breathing testament to your journey.

That's why we've created The Living Legacy Toolkit—a compassionate, comprehensive guide to preserving your or your loved one’s life story and wishes. This toolkit doesn't just plan for the future; it celebrates the life you've lived and the wisdom you've gained.

This is where your journey begins! All planning starts with a good foundation. This first step is the cornerstone of your Living Legacy Toolkit & includes the following:

Estate Document Audit & Organization: Your Legacy’s Foundation

    • In-depth discussion about your current estate situation

    • Identification of key areas for improvement or update

    • Personalized to-do list based on our discussion

    • Tasks prioritized by urgency and importance

    • Curated list of trusted professionals (attorneys, financial advisors, etc.)

    • Helpful tools and templates for DIY tasks

    • Scheduled check-in meetings to review progress (2)

    • Ongoing access to our team for questions

Foundational Add-Ons:

After completing the Estate Document Audit & Organization, you’ll be provided with the tools to complete your journey. If you are not a do-it-yourself enthusiast and would rather have some guided support, the Foundational Add-Ons will help you finish that Living Legacy Toolkit so you can have peace of mind for you and your loved ones.

Let’s work together to create a clear path forward, one that honors your life’s journey & wishes.

    • Personal property inventory template

    • Memorial service preference guide

    • Digital estate organization checklist

    • Aging care preferences documentation

    • Family traditions and stories recording template

    • Genealogy and heritage tracking tool

    • Beloved recipe collection system

    • Guidance on assembling your team of trusted representatives

    • Contact management for estate attorneys, financial advisors, CPAs, and more

    • Personalized estate documentation notebook (physical copy)

    • Secure online archive of all documents

    • Easy access instructions for family members

    • Checklist of crucial documents (medical, legal, and financial)

    • Secure storage solutions for sensitive information  (both physical & digital)

    • Family access guide for emergency situations