Legacy & estate readiness
Everything your family will need, in one place
We organize your accounts, assets, wishes and instructions into one clear record, so your family knows where things are and your estate attorney's work goes faster.
At a glance
- What you get
- An organized family record, a beneficiary checklist, a digital-accounts plan, your wishes and a letter of instruction
- The app
- Family Records Binder, set up for you
- Price
- $950 for the package; $250 for a yearly review
- Built with you by
- William Spargur, EA, MBA, an Enrolled Agent in Bonita Springs
What's included
Accounts and assets
One organized record of bank and investment accounts, retirement plans, insurance, property, vehicles and debts: where each one is and whom to call. Account numbers are kept to the last 4 digits.
Beneficiary review checklist
Every account and policy that names a beneficiary, with who is named today, so you can confirm each one is still what you want.
Digital accounts and a password handoff plan
Email, phones, photos, online banking and social media: what should happen to each, and how the person you choose gets in. We never see or store your passwords.
Funeral wishes
Your wishes written down: the arrangements, the service, and anything already prepaid.
A letter of instruction
A plain letter to your family: whom to call first, where things are, and what you want done. It sits alongside your will; it does not replace it.
Family Records Binder, set up for you
Our free Family Records Binder app, filled in with your records, with a read-only copy for the people you choose and a printed PDF.
Ready for your estate attorney
Everything in one organized file to hand to your attorney, so their work goes faster.
What it costs
- Legacy & estate readiness
- Everything above, set up with you
- $950
- Yearly review
- Once a year: accounts, beneficiaries and wishes brought up to date
- $250 a year
Working with your estate attorney
We don't draft wills or trusts; in Florida that's for an attorney. We organize everything so your attorney's work is faster and your family knows where things are.
- Not legal, investment or insurance advice. We organize and document. Decisions about your estate stay with you and your attorney.
- Your passwords stay yours. We never ask for them, see them or keep them. The plan says where they are and who gets them.
Get started
Request the package
A few questions so we know where to start. We reply by email, usually within one business day.
Questions first? Email info@swflbusinesssolutions.com.
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