What we don't do

We organize. We don't give legal, tax, or financial advice, draft legal documents, review wills or trusts, or recommend legal instruments. When a legal question comes up, we write it down for you to take to your own attorney.

How it works

1. Your book. We start from the free Life Book.
2. A guided session. By Zoom, we walk through every page with you. You write in your own book, and we never keep a copy of your information.
3. A safe place. You leave with a finished book, a place to keep it, and a list of questions for your professionals.

Packages

Personal — $297. One person. One 90-minute session. A completed Life Book and a list of questions for your attorney.

Family — $797. Up to 4 books. Two sessions, up to 3 hours total.

Business Records Organization — $1,497. Personal, plus an organized map of your business records, accounts, and contacts. Three sessions, up to 4 hours total. No legal, tax, or succession advice.

Yearly update — $97/year. One 45-minute checklist review of one book.

Extra time: $95/hour in 15-minute increments, only with your approval. Every client signs a short scope agreement before the first session.

Get started

Email michael@mavtg.com or call (813) 666-7433 to book. Tell us which package you want and how many books.

Questions

Do you store my information? No. You write in your own book. We never collect medical, financial, or ID details online.

Will you tell me if I need a will or trust? No. That's legal advice. We'll list your question for your attorney.

Is this estate planning? No. It's organizing, so your estate planning attorney has everything in one place.

MAVTG is not a law firm and does not provide legal, tax, or financial advice.