Crypto Asset Management & Legacy Planner Request Form Logo
  • Crypto Asset Management and Legacy Planning Service Registration Form

  • Thank You for Registering for the Crypto Legacy Planner!

    Your digital assets deserve to be protected,documented, and passed on exactly as you intend.  With our 3 private consulting sessions, you'll have a complete, secure, and personalized Crypto Legacy Planner - ready for you and your beneficiaries.

    Price: $245 USD /  $345 CAD 

    Your 3 - Session Process


    First Session – FREE (Introduction & Digital Asset Inventory)

    Goal: Lay the foundation for your personalized Crypto Legacy Planner.

    • Review your current crypto and digital asset portfolio
    • Designe your legacy roadmap for proper distribution
    • Walk through the Legacy Planner’s features

    Second Session – Review & Preparation (After your data entry is completed)

    Goal: Ensure accuracy and prepare for final recording.

    • Verify all recorded information for completeness.
    • Finalize your script and key talking points for the video recording.

    Third Session – Secure Video Recording

    Goal: Capture your plan for safe future reference.

    • Record your personalized Legacy Planner video (in-person or via Zoom).
    • Store it as a permanent, secure guide for your beneficiaries.

    Next Steps:

    1. Book your FREE First Session using the provided calendar. (Please select a date at least 1 week after registration)
    2. We will confirm your appointment within 3 business days.

     

  •  -
  • Should be Empty: