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Choose your pricing plan

  • Legacy Steward Membership

    97$
    Every month
    ✔ Monthly live Q&A sessions ✔ Document review guidance ✔ Trustee preparation training ✔ Estate organization support ✔ Legacy binder review sessions ✔ TOD / beneficiary update reminders
     

    • Legacy Builder Membership

      47.99$
      Every month
      ✔ Monthly Legacy Education Workshops ✔ Access to Legacy Blueprint library ✔ Probate avoidance updates ✔ Planning templates and worksheets ✔ Member community access ✔ Quarterly planning checklist
       

      • Blueprint Workshop Tier 1:

        67$
        Every month
        Self-Guided (Entry Level) "Legacy Builder Access” Monthly workshop access (live or replay) Digital worksheets & templates Private community (optional)
        Valid for 12 months
        • Pay monthly or pay a one time discounted price of $ 643.00

      • Blueprint Workshop Tier 2:

        57$
        Every month
        Guided Implementation “Legacy Blueprint™ Implementation Program” Live monthly workshops (interactive), Full binder system (physical or digital), Guided completion of each section, Monthly Q&A
        Valid for 6 months
        • Pay monthly or a one time only discount price of $310

      • Blueprint Workshop Tier 3: VIP

        499$
        Every month
        Private Client Experience Everything in Tier 2 PLUS: 1:1 monthly strategy sessions Private trust & estate structuring guidance Document review support Direct access Family consultation session
        Valid for 12 months
        • Free Portfolio Binder- Trust set-up support- Family Session
        • Free Binder Developement Service
        • Pay in full bonus: Consultation or bonus workshop

      • VIP Exclusive Member's Group

        49.95$
        Every month
        Join Mz J's elite group for bi-weekly Zoom sessions with DIY remedies, study tools, File Share access, and exclusive discounts on services and bookings!
         
        • Virtual Group Meetings bi-weekly with Mz. Jackson
        • Private Member's Group access
        • Exclusive Information

      KJ Private Trustee Association provides educational programs and legacy organization systems. Legal services are not provided by the association. When legal services are required, participants may be referred to independent licensed attorneys.

      ©2022 by KJ Private Trustee Association, LLC. All Rights Reserved.

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