The Beneficiary Box™ -- Color-coded sections, instruction sheets, and everything your family needs in one locked heirloom case
Four guided sessions with David Schaeffer to organize your legacy, protect your family, and find peace of mind. Organized, complete, and ready for the people you love.
The Beneficiary Box™ -- Color-coded sections, instruction sheets, and everything your family needs in one locked heirloom case
Generations come together. The gift of preparation lasts longer than any of us will.
A note from Ian Schaeffer, COO of American Retirement Advisors:
When my grandfather passed, my mother didn't just lose her father. She lost months of her life trying to piece together his affairs. Accounts she had never heard of. Passwords written on scraps of paper. A safe with a combination nobody remembered.
While she was grieving, she was also detective. While she was mourning, she was also digging through drawers.
Nobody should have to go through that. But most families do.
So we built this. A promise that your family will not go through what my mother went through. A promise that when your time comes, the people who love you will find peace, not chaos.
You didn't procrastinate. You've been waiting for the right structure.
You don't need more information. You can find information anywhere.
You need someone walking beside you until it is done.
That's what this is. Not another app. Not another binder. Not another advisor telling you what to do and then leaving you alone to figure it out. This is a real person, beside you, step by step, session by session, until your family is protected.
When Robert passed unexpectedly, his wife Linda spent eight months calling banks, searching for account numbers, and fighting with insurance companies. Their children flew in from three states to help sort through boxes of papers.
"We didn't even know where his will was. He always said he'd get to it."
When Gene sat down with his wife Carol and their three children for their Family Meeting, everything was already organized. The accounts, the beneficiaries, the wishes, the passwords.
"It took us four sessions to get here. But it gave us thirty years of peace."
Some things are meant to be passed down. The question is whether your family knows where to find them.
The difference between these two families wasn't wealth. It wasn't luck. It was one decision: to stop putting it off and get it done with someone in their corner.
"I've sat with families on both sides of this. The ones who prepared, and the ones who didn't. When a family has clarity, they can grieve without chaos. They can honor their loved one's wishes instead of guessing. That's what these sessions give you."
David Schaeffer has walked hundreds of families through this exact process. He knows where people get stuck. He knows what gets skipped. And he stays with you, session by session, until your plan is complete. That is his promise to you.
We start with everything: your accounts, your documents, your contacts, your healthcare information. Nothing gets missed. Nothing gets forgotten. We put it all in one place, organized by color-coded sections that anyone in your family can understand.
David reviews your beneficiary designations, identifies missing documents, and coordinates with your attorney if needed. Titles, deeds, powers of attorney, healthcare directives. The things that matter most when they matter most.
In your final session, we sit down with your children or beneficiaries. We walk through everything together. Everyone knows the plan. Everyone knows where to find what they need. Everyone is on the same page.
These are the families who stopped waiting. They sat down, worked through it together, and walked away with one less thing to worry about.
Your 4-Session Journey
Pick-up at our offices in Scottsdale, AZ or Las Vegas, NV
$1,600. Let's talk about that number, because you're already thinking about it.
Divided by 365 days, that is $4.38 a day. Less than a cup of coffee. Less than the tip you left at dinner last week. And what does that $4.38 a day buy?
It buys the certainty that your family will not spend six months of their grief trying to figure out what you left behind. It buys four sessions with a coach who will not let this sit unfinished. It buys a physical box, organized and complete, that your family can open and understand the first time.
You've spent decades building something worth protecting. $1,600 is not the cost of this program. It is the final cost of protecting everything else.
You'll be the one who prepared everything.
Relief or panic. Clarity or chaos. A box with everything organized, labeled, and ready. Or a pile of papers, closed accounts, and a combination nobody remembers.
You've had the intention. Now you have the structure. Four sessions. A coach who walks beside you. And a promise that when it's done, it's done.
Today is the day you stop meaning to and start doing.
Scottsdale, AZ • Las Vegas, NV • (602) 281-3898