Simplify Family Organization &
Next-of-Kin Planning
Peace of mind starts with organization. Life is unpredictable, but getting your family’s important information in order doesn’t have to be overwhelming. Whether you’re streamlining household records, preparing for the future, or creating a plan for your next-of-kin, we offer tools and guidance to make it easier.
Resources to Get You Started
Whether you prefer a DIY approach or a digital or paper solution, get started with the option that works best for you:
Essential Family Information Checklist
We’ve created an easy-to-follow checklist, designed to help you gather all the important family information you or your next-of-kin may need.
Perfect for those who prefer a DIY approach but want a clear framework to follow.
Need a little extra support? Explore our legacy planning services below, and we’ll walk you through the process step-by-step.
Price: $10
Digital Organization & Secure Storage for Your Family
Keep your family’s most important information safe, organized, and easily accessible - all in one secure digital space.
Perfect for those who prefer a paper-free solution, with the flexibility to grant varying levels of access to family members, next-of-kin, and advisors.
Sign up for a Trustworthy subscription today by clicking below.
Need a little extra support? Explore our legacy planning services below, and we’ll walk you through the process step-by-step.
Click link to view options & pricing.
Physical Filing System for Your Family
Organize and safeguard your family’s information all in one central place. This paper-based system includes clear step-by-step instructions that make it easy for you to set up and simple for your next-of-kin to navigate when needed.
Perfect for those who prefer a paper-based approach and built-in guidance.
Purchase a Nokbox today by clicking below. Get started on your own, or work with our team through one of our legacy planning services below for personalized support.
Click link to view options & pricing.
Need Help Putting It All Together? We’ve Got You.
Our expert consulting services help you not just start - but successfully complete - your next-of-kin organization project with confidence.
The “Head Start” Plan
Investment: $60
Want to DIY, but feeling stuck? We help you kick-off your project with a clear, structured plan. You’ll walk away with a project roadmap, actionable steps, and the confidence to move forward. Includes:
A 30-minute virtual kick-off meeting with an expert consultant
Our comprehensive family organization checklist
Project roadmap
The “Keep Me on Track” Plan
Investment: $210
Perfect for those who are great at getting started, but want support to see the project through to completion. We’ll create your plan together, then check in across three accountability sessions to troubleshoot roadblocks and keep you moving forward. Includes:
A 30-minute virtual kick-off meeting with an expert consultant
Our comprehensive family organization checklist
Project roadmap and three 30-minute virtual accountability sessions
The “Side by Side” Plan
Investment: $750+
Want an expert by your side every step of the way? We’ll work one-on-one through six guided sessions to get your information organized - together. From decision making to documentation, we’re here to assist you at every stage. Includes:
A 30-minute virtual kick-off meeting with an expert consultant
Our comprehensive family organization checklist
Project roadmap and six 1-hour working sessions (virtual or in-person).