Explore Our Plans
Who is this for?
People Supporting Elder Parents or Loved Ones
You want autonomy, comfort, and peace of mind for the people you love, and together we create clarity around wishes, preserve stories, and ease the responsibility you carry so everyone feels confident and aligned.
Clarity Across Generations
If you’re caring for parents or loved ones while raising children, we create calm, connection, and a clear plan across generations so you can support everyone — including yourself — with less stress and more intention.
Yourself
Whether you’re navigating a life transition or simply planning ahead, this work ensures your wishes are honored, your autonomy is preserved, and your loved ones have a clear, loving roadmap that reflects who you are and the life you’ve lived.
Our Plans
Each Soulmark plan is a guided, heartfelt experience that makes planning clear and meaningful. Whether you’re helping a parent or loved one, caring for multiple generations, or planning for yourself, we meet you where you are.
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Perfect for those who want to get organized, clarify their wishes, and ease the burden on loved ones.
What’s Included:
Two planning sessions (virtual or in-person, 90 mins each)
Support completing your Document & Asset Planning Form
Review of existing estate documents (POA, wills, trusts)
End of life checklist
Overview of facilitating conversations with loved ones
30-minute follow-up or Q&A call
Deliverable: end of life checklist document + legacy wishes summary
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For those ready to express their values, stories, and preferences clearly.
Everything in Essentials, plus:
Four total sessions (including guided reflections, 90 mins each)
Notes for Caregiver document completion
Support writing legacy letters to loved ones
Sharing strategy (who receives what, how, and when)
Physical + digital branded Legacy Binder
Deliverable:
Full legacy binder (physical + digital), planning summary, and care guide -
For those who want a fully crafted, integrated legacy experience with beauty, clarity, and care for all involved.
Everything in Legacy, plus:
Six+ sessions including life story coaching (90 mins each)
Ritual & memorial design (music, readings, guest flow)
Obituary drafting & message for future sharing
Custom-designed Legacy Book (print + digital)
Facilitated family or care team call (60 mins)
Final care team handoff & 3-months follow-up support (one 90 min visit per month)
Deliverable:
Custom-designed Legacy Book, complete Soulmark plan, guided handoff
Not sure where to start?
Let’s dive deeper
Schedule a free 20-minute Clarity Call.
We’ll find the right fit for you or your loved one.