Life organization & legacy planning
Wills, accounts, policies, passwords, deeds, the name of the person who fixes the furnace. We gather it, organize it and keep it current, so the people you love are never left guessing.
Stephanie B. Elliott, North Carolina State Bar Certified Paralegal · 30+ years in the legal field
“Families rarely struggle because they didn’t care.”
They struggle because the information is scattered.
A diagnosis, a fall, a death. Suddenly someone has to find the insurance policy, log into the utility account, reach the accountant and decide what happens next. Most families are not unprepared because they were careless. The conversation was just too hard to have, so it stayed undone.
You want your affairs in order while it is still calm and unhurried.
You have become the one who manages everything, often from a distance.
Retirement, a move, a remarriage, a loss. The paperwork follows all of them.
You are executor, and the records you need are in six different places.
Services
Every engagement starts the same way, with a conversation about where you are. From there you can take the tools and run with them, or hand the whole project to someone who does this for a living.
Start here
$195 · one session
One focused meeting that tells you exactly where you stand and what to do first. Best for people who want to organize independently.
With accountability
$595 · two sessions
The next step for someone who wants a partner through the process, with homework between sessions and someone checking the work.
Done with you, start to finish
$1,250 · three sessions
The full build. Your information gathered, categorized and put into a system your family can actually use, then explained to them.
A plan goes stale the moment life changes. Membership is open to clients who have completed the Guided or Signature process and want it maintained.
$149/mo · $449 quarterly · $1,695 annually
$299/mo · $895 quarterly · $3,395 annually
Everything in Legacy Partner, plus coordination with the professionals already in your life.
Additional services
Sometimes the work is not the paperwork. It is four siblings who have never agreed on who does what. These sessions are facilitated, structured and end with responsibilities written down.
$395
A 90-minute facilitated family meeting, immediate priorities, responsibility assignments and a written 30-day plan.
$1,495
Three family meetings, a parent-responsibility transition plan, a full responsibility map and 60 days of follow-up support.
Additional family facilitation is available at $225/hour. Pricing for every service is stated up front — the conversation about money should be the easiest one we have.
How it works
A conversation about your situation, your family and what keeps you up at night. No documents required, and nothing to prepare.
Together we work through contacts, finances, insurance, property, medical records, digital accounts and your personal wishes, one category at a time.
It goes into a binder or a secure digital system, with an emergency-access plan and a briefing so the people who will need it know where it is.
My story
For more than 30 years I have helped people navigate complex legal matters, life-changing events and some of life’s most difficult transitions. As a North Carolina State Bar Certified Paralegal, educator and legal professional, I built my career on organization, attention to detail and helping others solve problems with confidence.
Elliott Legacy Planning was not born from my legal career alone. It was born from real life. Over the last ten years I lost my stepfather and my grandmother. Before we could recover from that, my husband Richard had his cancer return and was diagnosed with frontal lobe dementia. I became his primary caregiver, handling every medical appointment and procedure while working full time and trying to care for our home.
I learned firsthand what families face when they are suddenly responsible for medical decisions, financial records, insurance policies, passwords, household accounts, legal documents and countless details no one ever expects to manage all at once.
After Richard’s passing I navigated much of it personally. Settling an estate, coordinating benefits, making financial decisions, organizing records, planning for my own future and rebuilding life one step at a time. Even with three decades of legal experience, I saw how overwhelming those transitions can be.
Being organized is not really about paperwork. It is putting your life and your responsibilities in one place, and it is one of the greatest gifts you can leave the people you love.
Stephanie B. Elliott
Founder, Elliott Legacy Planning · NCCP
The people, and the years, behind this work.
Your first meeting
Bring as many of these as are readily available. Do not worry if everything is not gathered beforehand. This list simply shows the kinds of information that tend to matter, and finding the gaps is part of the work.
Book your first meetingQuestions
No. Elliott Legacy Planning is an organization and planning service, not a law firm, and I do not draft documents or give legal advice.
What I bring is 30 years inside the legal world and a certification from the North Carolina State Bar. I help you gather and organize the information your documents depend on, and I am comfortable working alongside your attorney.
Not at all. Most people start exactly there.
Bring whatever is readily available and we will build the list of what is missing together. Finding the gaps is the point of the first meeting.
Sessions run in person or by Zoom, whichever suits you. Adult children handling this for a parent in another state usually meet by Zoom, often with the parent on the same call.
Yes, with your written authorization. Coordination with your attorney, financial advisor, accountant or insurance professional is part of the Legacy Concierge Membership, and I can help you prepare for those meetings so your time with them is well spent.
One-time packages run from $195 for a Starter Session to $1,250 for the Signature Legacy Organization. Ongoing memberships start at $149/month, and family transition services are priced separately. Every price is stated up front — the conversation about money should be the easiest one we have.
If you own anything, insure anything or have anyone depending on you, this applies to you.
The clients who are glad they did it early are the ones for whom nothing happened yet.
Send a note and I will get back to you. No pressure and no obligation, just a conversation about where you are and what would help most.
