Pricing & Packages
Our Plans
Find the right structure for your needs
Foundation Plan
Essential structuring for individuals
- Initial consultation and information gathering
- Drafting of fundamental documents
- Introductory governance setup
Comprehensive Planning Options
Flexible service tiers for ongoing oversight and coordination
Foundation Plan
Essential structuring for individuals
- Initial structuring overview
- Standard documentation templates
- Annual compliance alerts
- Secure record archiving
- Advanced legacy planning
- Governance coordination sessions
Comprehensive Plan
Full coordination and review cycle
- Bespoke estate blueprint design
- Priority advisory engagement
- Monthly strategy workshops
- Cross-border coordination
- Ongoing risk assessment
- Not applicable
Enhanced Plan
Extended governance and oversight
- Custom succession framework
- Dedicated coordinator access
- Quarterly status reviews
- Enhanced record management
- Third-party liaison support
- Bespoke advisory materials
Enhanced Coordination
Foundational Services
At Estavira, our foundational tier is designed to guide you through initial planning and formalizing arrangements that protect your wishes and provide clarity for all stakeholders. We begin with a thorough review of your holdings and intentions, then outline structured documents that reflect personal priorities and regional requirements. Our team will deliver templated policies for estate execution, ensuring compliance with applicable local statutes while archiving all necessary records in a secure digital vault. Automated reminders and annual status snapshots help keep your plan current without demanding ongoing oversight, allowing you to focus on daily endeavors with confidence in your legacy framework. This service also includes basic guidance on designated representative roles and communication protocols, strengthening transparency and ensuring that your directives are clearly documented and accessible when needed.
Enhanced Coordination
Our recommended mid-level service blends structured planning with active oversight, offering customized frameworks and regular status reviews to keep you informed and prepared.
Comprehensive Partnership
Estavira’s elite partnership tier is crafted for individuals or families requiring an in-depth, proactive approach to structuring their private interests across jurisdictions. Our specialists collaborate with you through monthly workshops that cover scenario planning, succession coordination and cross-border considerations. We manage detailed schedules, interface with external advisors and adjust plans as regulatory environments shift. A dedicated lead consultant oversees ongoing risk evaluations at every stage, offering insights into evolving frameworks and ensuring that decision makers receive timely analysis on potential impacts. This top-tier arrangement includes bespoke project roadmaps, involvement in board-level discussions and comprehensive support materials tailored to your unique situation, fostering a resilient and transparent strategy that adapts over time.
Connect with Our Experts
Ready to refine your legacy plan? Reach out to our team today for a personalized discussion and discover how Estavira can help you maintain clarity and organization for years to come.