The Legacy Playbook Experience
Service Description
We'll work together over the course of 6 weeks to organize, personalize, and secure your family's full legacy plan—step by step. This is a real-life, no-fluff service where we eliminate confusion and leave you with a clear, confident plan your loved ones can follow when the time comes. It’s preparation with peace of mind, so you’re not just insured—you’re ready. ✨ What’s Included in the Legacy Blueprint (6-Week Program): 1. Initial Discovery Session (90 minutes) Review of life insurance policies, beneficiaries, and financial documents Identification of coverage gaps or policy risks Family structure mapping and clarity on potential red flags 2. Digital Legacy Blueprint Binder (Fillable PDF) Breakdown of each policy in plain language Final wishes, account access, bill tracking, passwords, contacts Healthcare proxy, POA suggestions, and beneficiary roadmap Includes fillable worksheets and real-world checklists 3. Life Insurance Strategy Session Recommendations to strengthen your coverage Setup guidance for minor children or unique family needs Contingency planning for employer-provided insurance 4. Family Communication Session (30 minutes) A clear conversation to walk your family or loved ones through the plan Ensures they know what to do, when, and where everything is stored 5. Digital Vault Setup (DIY Template + Video Guide) Pre-built folder system for Google Drive or Dropbox Includes video walkthrough to get you organized fast Instructions to grant access to trusted loved ones 6. Follow-Up & Support (30 Days) One 30-minute check-in call Priority email access during our work together
Cancellation Policy
Thank you for choosing Coverage Clarity Consulting. To provide you with the highest level of service and ensure a smooth experience, please review our booking and cancellation policy below before confirming your consultation. Booking Policy Payment is required in full (or first installment, if applicable) to confirm your spot. Once payment is received, you'll receive an email with instructions on how to schedule your sessions and access any required forms or pre-session documents. All sessions must be scheduled within the 6-week program period unless otherwise agreed upon in writing. Rescheduling Policy You may reschedule your session up to 24 hours in advance without penalty. Rescheduling requests made less than 24 hours before your scheduled time may result in a forfeited session, at the discretion of Coverage Clarity Consulting. Cancellation Policy Cancellations made 24 hours or more in advance are eligible for a reschedule or credit toward future services (no refunds). Cancellations made less than 24 hours in advance are non-refundable and non-transferable. No-shows will be considered a forfeited session. Late Policy A 10-minute grace period is allowed. If you are more than 10 minutes late without notice, the session may be canceled and considered forfeited. By booking a service, you agree to this policy and understand that our time together is designed to be intentional, productive, and respectful of both our schedules.
Contact Details
hello@coverageclarityconsulting.com