A self-guided starting point for organizing your personal and estate details - practical, clear, and accessible.  (Downloadable form you can print off and come back to at any time) 

A CEA-Reviewed version of your plan with expert feedback, clarity on missing pieces and personalized next steps. (Upgrade from Essential, and receive a $40 limited-time credit)

Full guidance from a Certified Executor Advisor Refine your plan, prepare your executor and gain total piece of mind knowing that every detail has been documented. (Upgrade from Essential or Insight, and receive a $40 / $125 limited-time credit - only one credit will be applied)

You and your spouse may have different needs, and seperate entries - this ensures that you are both covered under one package for the ease of your executor. Includes: Personalized document tabs tailored to your plan Organized sections for legal, financial, and personal paperwork Digital copy of your plan and documents The full Amethyst Executor Kit

Give your Executor the tools they need to succeed. Includes: Step-by-step Executor Duties Checklist Executor Notebook to track and document every step. Best Practices Guide for Executor Responsibilities

A secure, customized solution for storing your essential estate documents. Includes: Personalized document tabs tailored to your plan Organized sections for legal, financial, and personal paperwork Digital copy of your plan and documents The full Amethyst Executor Kit