FAMILY OFFICE PLAN (Custom Pricing | Approval Required)

What’s Included

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Up to 10 Premium Concierge Plus adult accounts
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Dedicated YourStories.Live concierge team
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Interview facilitation and story development
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Gifting coordination and logistics
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Family collaboration support
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Services delivered in person or virtually over multiple days
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Priority support
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1 main video per story (2-min recorded limit), unlimited supporting photos and videos across all accounts (up to 20 accounts)
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Up to 6 minor accounts
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Additional family accounts (based on generational chart and time of initial onboarding) available with a $1,000 onboarding fee
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Custom-designed family story questions
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Unlimited gifting coordination (shipping fees apply)
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Photo and document scanning
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Training and education sessions for future generations

Pricing

Onboarding: $35,000 – $50,000 estimated, determined by scope
Annual thereafter: $15,000 on average (unless in-person concierge video is required)
By approval only. Custom agreement required.

Account Governance & Lifecycle

All terms are governed by a custom Family Office agreement.
Account activity, payments, preservation rules, and administrator rights are defined contractually.
Standard inactivity, deletion, and payment policies do not apply unless explicitly stated in the agreement.

After Death & Legacy Handling

Legacy handling, administrator authority, and editing rights are defined in the Family Office agreement.
Preservation and access rules are contractually guaranteed under that agreement.

Key Policies

30-Day Money-Back Guarantee & Refund Policy

New paid subscribers (Premium and Premium Concierge Plus) may request a full refund within the first 30 days of their initial subscription. After the 30-day window, all payments are final. No refunds under any circumstances.

Annual Recipient Confirmation

Each year, recipients receive an email to confirm their delivery address and acceptance of a scheduled gift. If the recipient’s address has changed to a different shipping zone, additional shipping costs may apply. Recipients may be offered the option to receive the gift immediately at no additional cost rather than pay a zone difference.

Shipping Cost Increases During Hold Period

Shipping costs are monitored annually. If projected outbound shipping exceeds the prepaid credit, the Account Administrator is notified first and is responsible for either paying the difference or authorizing immediate delivery. If the Administrator is unavailable, the recipient is contacted next. There is no general early delivery option — early delivery is only offered as an alternative to paying increased shipping costs.

Undeliverable Items — 90-Day Hold Policy

If a gift becomes undeliverable, the item is held for 90 days while active contact attempts are made with the recipient, account administrator, and backup contacts. A final notice is sent at day 60. After 90 days without resolution, items are disposed of as follows:
  • Valuable items (over $500): Auctioned, proceeds held for claimants, then donated to charity.
  • Personal or sentimental items: Extended hold, digitally archived if possible, disposed of respectfully.
  • General items (under $500): Donated to a registered charity.
YourStoriesLive.com™ does not profit from sentimental items. Any proceeds beyond costs go to charity or rightful claimants.

ADD-ON SERVICE — CHILD ACCOUNT INTEGRATION

Annual service
  • Covers up to two minors (through age 18)
  • Artwork and photo preservation
  • Slideshow creation
345 N. Charles St., Baltimore, MD, USA
call 443-616-8548
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