Doula Access Plans
Plan A
$1000/month for 2 months
$
1250
Retainer
-
24 month digital access
-
Workbook included
Plan B
$1000/month for 5 months
$
1500
Retainer
-
24 month digital access
-
Workbook included
-
Host & mediate family meetings
Plan C
$1000/month to completion
$
2500
Retainer
-
24 month digital access
-
Workbook included
-
Host & mediate family meetings
-
Other options negotiable
- The Guardian’s Gift (TGG) provides Legacy Coaching related to TGG’s expertise in working with legacy estate planning. The Doula proposal contains “Touchpoints” listed singularly.
- The Guardians Gift Legacy Estate Plan contains information and documentation that is personalized per individual.
- Beyond Legacy Coaching services, any specific deliverables will need to be agreed upon in advance by both parties and confirmed via email and/or signed contract.
- Additional hours and services requested beyond initial contract will be billed at $300/hour.
| Touchpoints (this is not a comprehensive list) | Plan A | Plan B | Plan C |
|---|---|---|---|
| Assess physical, mental, emotional, spiritual, financial needs and goals | |||
| Strategize how to meet identified needs and goals | |||
| Advise, recommend appropriate options for professional advisors | |||
| The Guardian’s Gift Workbook (hard copy) | |||
| Assist with collecting, collating, copying, and curating, personal information and important documents in one easily accessible format | |||
| 4 “Basic” legal documents included • Last Will & Testament: • HIPAA Authorization: • Advance Healthcare Directive (Living Will): • Power of Attorney: (All 4 “Basic” documents) through Trust & Will) | |||
| Inventory and photograph personal items (Jewelry, Furniture, Recipes, etc.) | |||
| Addition of Trust Package (as Needed) • Revocable Living Trust: A flexible document that outlines how your assets will be managed and distributed during your lifetime and after death. • Schedule of Assets: Helps track the assets included in your trust. • Last Will & Testament (Pour-Over Will): Ensures any assets outside the trust at your passing are added to it. • HIPAA Authorization, Advance Healthcare Directive, and Power of Attorney. • Trust Funding Guide: A step-by-step guide to transferring assets into your trust. • Certification of Trust: Summarizes key trust details for institutions that require documentation. All Trust package documents provided (through Trust & Will) | |||
| Consult with professional advisors (as needed) | |||
| 13 Weeks – I hour per week coaching | |||
| 26 Weeks – variable scheduling as needed Not to exceed 1 hour per week | |||
| Weekly Coaching - variable scheduling as needed Not to exceed 1 hour per week |
