PLANS & PRICING
Select The Size Of Your Practice
3 Executor Plans To Meet Your Needs
Silver-$200 Annually or $17.50 monthly
Email Review of past ten business days
15 min conversations
37 hour maximum
Referrals to public institutions (waitlisted and walk-in services)
n/a
Records Management 7-11 years+ as required, including:
Storage
responding to requests for info (including redacting third party info), and
destruction at 7 or 11 year mark as required
Gold -$250 annually
or $21.88 monthly
Email Review of messages from past five business days
30 min conversations
75 hour maximum
Personalized referrals, reviewed semi-annually
n/a
Records Management 7-11 years+ as required, including:
Storage
responding to requests for info (including redacting third party info), and
destruction at 7 or 11 year mark as required
Platinum - $325 + gst = $341.25 annually or $28.44 monthly
Email Review of past ten business days
40 min conversations with clients to inform them of the circumstances
100 hour maximum
Personalized referrals, reviewed quarterly
If desired, advise patients of funeral information, via email
Records Management 7-11 years+ as required, including:
Storage
responding to requests for info (including redacting third party info), and
destruction at 7 or 11 year mark as required