Membership Plans
Essential Plan
$49.99 per month (recurring)
Designed for individuals who want better visibility and organization of their subscriptions and important documents.
Includes:
- Monthly subscription audit and review
- Recurring charge tracking report
- Subscription organization dashboard
- Secure document organization guidance
- Personal document categorization framework
- Estate planning preparation checklist
- Insurance document tracking guidance
- Monthly life administration review
- Email support
Best for individuals who want structured guidance for managing subscriptions and organizing personal records.
Premium Plan
$64.99 per month (recurring)
Designed for individuals who want enhanced support and deeper organization assistance.
Includes everything in the Essential Plan, plus:
- Subscription cancellation assistance guidance
- Personalized subscription cost-reduction recommendations
- Advanced document organization strategy
- Quarterly personal records organization review
- Priority email support
- Expanded life administration planning support
Ideal for individuals who want additional guidance and more hands-on support managing subscriptions and personal records.