Guiding families with privacy, grace, and professionalism.
Organize today what your family shouldn't have to search for tomorrow.
Organize today what your family shouldn't have to search for tomorrow.
Polite & Co.™ provides thoughtful, private Life & Legacy Planning for individuals and families who want their important affairs organized, documented, and easier for the people they trust to navigate.
Through personalized planning, we bring applicable information, responsibilities, wishes, contacts, and document locations together into a professionally prepared Life & Legacy Portfolio designed around your life and circumstances.
One organized resource. Thoughtfully prepared around your life.
Your applicable planning information is professionally organized into a personalized Life & Legacy Portfolio—a clear, structured resource designed to bring important information, responsibilities, contacts, document locations, wishes, and legacy details together in one coordinated place.
Your Life & Legacy Portfolio becomes the organized roadmap for the information, responsibilities, wishes, and document locations that matter most to you.
What matters.
What you want known.
The people you trust.
Life and responsibilities look different for everyone. Polite & Co.™ offers personalized planning options designed to meet varying levels of complexity—from straightforward individual planning to comprehensive household and advanced planning needs.
Select the level of planning that best reflects your circumstances. Final scope is confirmed during consultation.
Essential Life & Legacy Planning | Starting at $1,495
Expanded Life & Legacy Planning | Starting at $2,195
Comprehensive Individual Planning | Starting at $2,995
Comprehensive Two Adult Planning | Starting at $4,495
Advanced & Customized Planning | Starting at $5,995
Highly Customized Planning | By Private Consultation
Legacy Reserve™ May Be Appropriate For:
Private Consultation | Individually Scoped
Legacy Reserve™ engagements are individually evaluated and priced according to scope, complexity, customization, and coordination requirements. Final scope and fees are confirmed before services begin.
Focused planning and support for needs that may extend beyond the standard scope of a Life & Legacy Plan. Specialized Services may be selected separately or incorporated into an applicable Life & Legacy Plan when appropriate.
Standalone Planning | Starting at $895
Honoring Service. Preserving Military Legacy.
Standalone planning begins at $895. Expanded planning or coordination is priced according to scope.
Standalone Planning | Starting at $595
Thoughtful Planning for the Pets Who Depend on You.
Immediate Planning Support | Starting at $ 2,495
Compassionate Support When Families Need It Most.
Specialized Services are based on client-provided information and records. Polite & Co.™ provides planning, information organization, administrative support, and client-authorized coordination services and does not provide legal, tax, financial, investment, insurance, medical, veterinary, government-benefit determination, or funeral-directing advice.
Legacy Support & Concierge Coordination
Ongoing services are optional and may be selected according to your circumstances and planning needs. Scope and applicable fees are confirmed before additional services are performed.
To provide thoughtful, private Life & Legacy Planning that helps individuals and families organize what matters, prepare for the future, and navigate life’s sensitive moments with clarity, care, and confidence.
To be a trusted name in private Life & Legacy Planning and support services, recognized for personalized service, discretion, and exceptional attention to detail.
Privacy & Discretion • Compassion • Professionalism • Organization • Personalization • Integrity • Respect
Personalized, one-on-one planning • Professionally prepared Life & Legacy Portfolios • Thoughtful information organization • Specialized planning services • Client-authorized professional coordination • Support for both advance planning and times of loss
Need to Speak With Us?
Have questions about our services or scheduling a private consultation? Contact our team during the business hours below.
Phone: (720) 295-2122
Office Hours — Central Time
Mon–Thu: 9:00 a.m.–4:00 p.m.
Fri: 10:00 a.m.–3:00 p.m.
Sat–Sun: Closed
Estate Planning focuses on legal documents such as wills, trusts, and power of attorney.
Legacy Planning is the thoughtful process of organizing your important information, documenting your wishes and personal instructions, and preparing the people you trust with clear guidance for the future.
Through this process, Polite & Co.™ helps collect, document, and professionally organize applicable information and important document locations into a personalized Life & Legacy Portfolio—creating an organized roadmap of important contacts, responsibilities, wishes, document locations, and other information your loved ones may someday need.
Our services complement, but do not replace, legal estate planning or advice from attorneys, financial professionals, tax professionals, or other licensed professionals.
Life can involve important information, documents, responsibilities, wishes, and decisions that are often kept in different places. A Life & Legacy Portfolio brings those important details together into one thoughtfully organized resource.
Through the Polite & Co.™ planning process, we help you collect, document, and professionally organize applicable records, important contacts, asset information, document locations, personal instructions, final wishes, and legacy details into a Portfolio personalized to your life and circumstances.
Your Portfolio helps you stay organized and prepared today while providing the people you trust with a clearer roadmap should they ever need to assist you. Rather than leaving loved ones to search through files, paperwork, accounts, or past conversations to determine what exists, where important information can be found, who should be contacted, and what your wishes are, your Portfolio provides clarity, organization, and direction when it matters most.
Planning today helps preserve your wishes, prepare the people you care about, and reduce uncertainty tomorrow.
Your privacy is an important part of the Polite & Co.™ planning experience. We use administrative, technical, and organizational safeguards designed to protect client information and maintain confidentiality throughout the planning process.
We also practice intentional data minimization—collecting only the information reasonably necessary to provide our services. To reduce unnecessary exposure of highly sensitive information, Polite & Co.™ does not intentionally collect or retain:
When sensitive access information is necessary for a client's personal planning, we may document where the information is securely maintained rather than the information itself.
Our goal is to create a useful, professionally organized Life & Legacy Portfolio without unnecessarily collecting the confidential credentials that provide access to your identity, finances, or accounts.
No. Polite & Co.™ does not take custody of your original legal documents. We help you organize your important information and document where essential records are securely maintained, while you retain possession and control of your legal and official documents.
Yes. With your authorization, Polite & Co.™ can coordinate with your trusted professional advisors to support the organization of your planning information and help ensure your Life & Legacy Portfolio reflects the current information and completed documents you choose to include or reference.
You remain in control of your professional relationships, decisions, and original documents.
No. Polite & Co.™ is an independent Life & Legacy Planning company. We help individuals and families organize important information, document final wishes, and prepare their personalized Life & Legacy Portfolio. When appropriate, we can also coordinate with a client’s chosen funeral home and other trusted professionals to support their planning needs.
Yes. Every Polite & Co.™ Life & Legacy Portfolio is thoughtfully customized to reflect your individual circumstances, responsibilities, priorities, and planning needs. Your Portfolio is professionally organized around the information and applicable records that matter to you, creating a personalized resource unique to your life and legacy.
Legacy Reserve™ is Polite & Co.'s highly customized Private Client Life & Legacy Planning service for individuals and households whose circumstances require greater complexity, dedicated planning resources, professional coordination, or specialized service.
Each engagement is individually evaluated and scoped. Privacy and discretion are foundational to every Polite & Co.™ engagement; Legacy Reserve™ is distinguished by its level of customization, complexity, dedicated personnel, and coordination—not by a different standard of confidentiality.
Legacy Reserve™ is available by private consultation.
Yes. Polite & Co.™ offers ongoing Portfolio reviews to help ensure your Life & Legacy Portfolio remains current as your life evolves. We recommend an annual review, as well as updates following significant life changes, to reflect current information, responsibilities, document locations, and wishes.
When a loved one passes away, families may be faced with important decisions, information gathering, notifications, arrangements, and unfamiliar next steps—all at once.
Polite & Co.™ provides compassionate, structured planning support to help families organize available information, document important decisions, identify immediate responsibilities, coordinate with chosen professionals, and create a clear plan for moving forward.
Services may include funeral and memorial planning organization, obituary and legacy information, family notifications, important record locations, professional coordination, outstanding-item tracking, and a personalized Immediate Planning Support Portfolio.
Available by private consultation. Pricing is based on the level of support required.
Polite & Co.™ provides a private, personalized approach to Life & Legacy Planning centered on organization, discretion, and exceptional attention to detail. We take the time to understand each client’s individual circumstances, priorities, and wishes, then thoughtfully organize applicable information into a customized Life & Legacy Portfolio.
Our concierge-style experience combines compassionate guidance with professional organization, helping clients prepare with greater clarity and confidence while creating a meaningful resource for the people they care about.
At Polite & Co.™, your life is personal—and your legacy planning should be too.
Important Service Information: Polite & Co.™ provides life and legacy information organization, documentation, administrative planning support, and client-authorized coordination services. Polite & Co.™ does not provide legal, tax, accounting, investment, financial, insurance, medical, probate, guardianship, or funeral-directing advice or services. When professional services are appropriate, clients are encouraged to consult qualified professionals. Any independent professional is selected and retained by the client. Polite & Co.™ may organize client-provided completed documents or record their locations within the Life & Legacy Portfolio for informational and organizational purposes.
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