A FLAT-RATE ESTATE ORGANIZATION PACKAGE
The Family Estate Blueprint
One engagement to organize your documents, information, and digital assets, secure them for the future, and understand where your estate stands today.
WHY IT MATTERS
Most families have done some estate planning. Few have a real system for the paperwork behind it.
THE BLUEPRINT
The Blueprint organizes your home’s physical files, builds a secure digital archive, and gives you a lasting reference system for your estate — plus an honest look at where your structure may need attention.
Sophisticated planning often accounts for the assets. It rarely accounts for the moment someone else has to step in and make sense of them. The Blueprint closes that gap — so continuity, not confusion, is what your family inherits.
WHAT’S INCLUDED
Four deliverables, one engagement
01 · PHYSICAL FILE REVIEW & SECURE PURGE
We review your physical documents, organize what to keep, and securely shred what’s no longer needed.
02 · SECURE DIGITAL ARCHIVE
Everything worth keeping is digitized into a secure, easy-to-maintain online folder system, with a secure vault for passwords and digital accounts.
03 · CRITICAL DOCUMENTS BINDER
An at-a-glance hard-copy binder with your wills, trusts, asset inventory, and essential professional, medical, and personal contacts.
04 · FAMILY OFFICE MAP & CONFIDENTIAL ESTATE MEMORANDUM
A visual map of your family office and financial life, plus a confidential memo on gaps, risk areas, and opportunities.
ENGAGEMENT TIERS
One flat rate. No hourly surprises.
Every engagement is scoped to your home and estate during a complimentary discovery call, then delivered for a single flat fee.
STANDARD
Moderate document volume across a primary residence, a trust, and a single closely held entity. Often a fit for estates under $20 million.
Dedicated on-site sessions
Coordination with your existing advisors
COMPLEX ESTATE
Multiple properties, advanced trusts or entities, business and private equity interests, and blended-family or fiduciary structures. Often a fit for estates over $20 million.
Priority scheduling and a dedicated project lead
Multi-entity and multi-property mapping
Extended outside-advisor coordination
GOOD TO KNOW
Final tier, scope, and fee are confirmed during your discovery call. The Blueprint is an ideal first step before ongoing Family Office Advisory, but membership is entirely optional — there is no obligation to continue once your Blueprint is complete.
WHY THE LIKO COLLECTIVE
Built to put down roots with your family
ONE INTEGRATED TEAM
Attorneys, CPAs, and financial planners working from a single file — not a stack of disconnected advisors.
BUILT FOR THE LONG TERM
Like the ʻōhiʻa lehua we take our name from, we’re built to put down roots with your family, not just complete a project.
A NATURAL NEXT STEP
The Blueprint feeds directly into our Family Office Advisory, so what you build here never goes stale.
Start with a complimentary discovery call.
Tell us about your home and estate, and we’ll recommend the right tier.