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Start Your Legacy Plan
Is there a difference between Estate Planning and Legacy Planning?
Estate planning focuses on the legal and financial documents — such as wills, powers of attorney, and tax considerations.
Legacy planning goes a step further. It brings together your decisions, personal intentions, and important information so those documents truly reflect your life and wishes.
It also helps ensure your executor and family have the clarity they need when the time comes.
Estate planning creates the legal framework.
Legacy planning brings clarity to the details behind it.
Estate Planning
- Legal and financial documents
- Wills and Powers of Attorney
- Tax and Legal Structure
- Completed with a Lawyer
Legacy Planning
- Your decisions and intentions
- Organized information and instructions
- Clarity for your family and Executor
- Preparation before or beyond the legal documents
Which Legacy Plan is the right one for you?
AMETHYST DISCOVERY LEGACY PLAN
Self-guided legacy planning
For individuals who prefer to work through the planning process independently, this option provides a structured way to organize your estate information and reflect on the decisions that shape your legacy.
The guided questionnaire helps you gather important details and prepare the information that will support your estate plan.
WHAT'S INCLUDED
- Structured legacy planning questionnaire
- Prompts to help organize important information
- Guidance to clarify wishes and priorities
- A downloadable planning document for your records
INVESTMENT
$195
AMETHYST INSIGHT LEGACY PLAN
Guided legacy planning
For individuals who would like some professional guidance while completing their legacy planning.
You will complete the structured questionnaire independently and then review your responses with a Certified Executor Advisor to ensure your information, decisions, and instructions are clear and complete.
WHAT'S INCLUDED
- Full legacy planning questionnaire
- Professional review of your responses
- Guidance to clarify important planning decisions
- Recommendations to help strengthen your legacy plan
INVESTMENT
$395
AMETHYST LEGACY CLARITY PLAN
For individuals and families who prefer a fully guided planning experience.
Through dedicated planning sessions, we work together to organize your information, clarify your wishes, and prepare thoughtful instructions that will support your estate plan and help your executor understand your intentions.
WHAT'S INCLUDED
- Guided legacy planning sessions
- Structured organization of estate information
- Clarification of wishes and planning decisions
- Preparation of executor instructions
- Organized planning binder and digital records
- Through dedicated virtual or in person planning sessions
INVESTMENT
$695
AMETHYST STRATEGIC ADVISORY
Some estate situations involve additional considerations such as blended families, business ownership, trusts, or significant assets.
Strategic Legacy Advisory provides more in-depth planning guidance to help clarify intentions, organize complex information, and coordinate planning discussions with legal and financial professionals when appropriate.
WHAT'S INCLUDED
- In-depth legacy planning consultation
- Guidance for more complex family or financial situations
- Coordination considerations with legal or financial advisors
- Structured planning recommendations tailored to your situation
- (Final pricing depends on complexity)
INVESTMENT STARTING AT
$995
Already have an estate or legacy plan?
Book a review session to make sure everything still reflects your wishes and your current life.
Hourly rates apply.
Additional Support for Executors and Families
Executor Advisory Services
Guidance and support for individuals who have been named as executor and want help understanding and managing their responsibilities.
Professional Executor Services
In situations where a family member is unable or unwilling to act as executor, professional executor services may be available.
Power of Attorney Support
Guidance for individuals serving in a Power of Attorney role, as well as professional support when a trusted third party is needed to assist with financial, legal, or personal care decisions.
Personal Advocacy Services
Support for individuals and families navigating complex personal, medical, or family situations. This service is especially helpful for seniors who may feel overwhelmed or unheard when facing difficult decisions, providing a trusted voice and guidance to help ensure their wishes and well-being are respected.
A step-by-step guide to estate settlement for executors, written by Certified Executor Advisor Sharon Moffat.
What Our Clients Are Saying
My Amethyst Legacy Plan is awesome and exactly what I need to prepare my Executor – MK