Beneficiary Box™🔒 Secure Checkout
The Complete Inheritance Planning Program

You Know the Drawer Your Family Would Have to Face. Let's Empty It Together.

Every account, every document, every password, every instruction, organized in four guided sessions with David Schaeffer. Nothing below is a promise on a whiteboard. It is all built, photographed in our own offices, and ready for you.

Already Built. Ready for You.

Families ask us, "what do we actually get?" Here it is, the real thing.

The Beneficiary Box open, every color-coded section labeled and ready
The Box
A locked heirloom case, organized by color

Green for personal, blue for financial, red for the details families forget. Every tab is labeled, from passports to prescription drugs to the safe-deposit key.

The Personal Identification checklist from inside the Beneficiary Box
The Guides Inside
Checklists that think of everything

This is the actual first checklist in your box. Birth certificates, military DD-214s, the pet's vet records, the keys to the shed. You check boxes; the guesswork is already done.

A coaching session in progress at the office
The Sessions
Real meetings, at a table, with your coach

This is what a session looks like in our Scottsdale office: your documents, your questions, and a coach who has walked hundreds of families through the same steps.

Retirement Income Plan and trust binders prepared for a client family
The Finished Plan
What "done" actually looks like

Plans and documents your family can hold in their hands, sitting beside a box that tells them exactly where everything else lives. That is the whole point, and it is real.

Your Four Sessions

Spaced 3–4 weeks apart, about 3–4 months start to finish. Your coach works at your pace.

Session 1 • Green
Your Foundation
Pick up your box and walk it together. Personal information, health records, essential documents, passwords. You leave with your first checklist started.
Session 2 • Blue
Your Finances
We review your homework together, then document every account, investment, policy, and asset so nothing can be missed.
Session 3 • Red
Your Protection
Bills, taxes, subscriptions, beneficiary designations reviewed and gaps flagged. Your box is complete. You ring the bell.
Session 4 • Finish Line
The Family Meeting
Your children and beneficiaries join, in person or Zoom, and hear the plan from you. Everyone leaves knowing. That is peace of mind.

Questions between sessions? You call, we answer. It is part of the program.

Everything Included

  • Four private coaching sessions with David Schaeffer
  • The Beneficiary Box™ — locked heirloom case with color-coded sections
  • The complete checklist and worksheet system inside
  • Beneficiary Box Online Learning course, yours to keep
  • Beneficiary designation review with gap flagging
  • Guided family meeting with your children and beneficiaries
  • One household, one box — couples complete the program together

Your Investment

Total value: $2,396 $1,600

One payment. No subscriptions, no renewals. Box pickup at our Scottsdale, AZ or Las Vegas, NV office.

Enroll Now — Begin Your Legacy Plan

Payment processed securely by Stripe. Major cards accepted.

Prefer to talk it through first? Call us at (602) 281-3898 and we will walk you through the program, no pressure.
A couple bringing their completed Beneficiary Box home from the office
"The walk to the car is different when everything is finally in one place."
A finished box heading home from our office.
Not quite ready? Sit in on the workshop first.

Our Inheritance Planning Workshop covers the trust question, the beneficiary traps, and the plan most families are missing. At no cost, from home. The program will be here when you are ready.

Save My Workshop Seat →
David Schaeffer
Your coach: David Schaeffer
Founder, American Retirement Advisors • 25+ years walking families through exactly this

Questions before you enroll? Call (602) 281-3898 — we answer.