The Complete Inheritance Planning Program | Beneficiary Box™
The Beneficiary Box™ Program

You've Meant to Get This Done. Four Sessions With David, and It's Done.

Four guided sessions with David Schaeffer to organize your legacy and prepare your family.

Includes the Beneficiary Box™ · $1,600, one payment · in person or on Zoom

Enroll with David · $1,600Talk to David FirstNot sure yet? Start with a no-cost inheritance planning meeting. Adam from our office calls you back. Or call (602) 281-3898.Already have a Beneficiary Box? Sign in to your course
Trusted by families for 25+ years  •  Scottsdale • Mesa • Las Vegas
The Beneficiary Box open, showing color-coded tabbed sections for every documentA coaching session in progress, reviewing the Beneficiary Box togetherA couple bringing their completed Beneficiary Box homeRetirement Income Plan and trust binders prepared for a client family

The Beneficiary Box™. Color-coded sections, instruction sheets, and checklists for the documents families most often need, in one locked heirloom case

What You Get

Four sessions and one box, ending in a family meeting.

Your accounts, papers, passwords, and wishes are in a dozen places, and only you know where. Four sessions with David put it all in one locked box and end with your family at the table. When it's done, it's done.

$1,600. One payment. No subscriptions.

Enroll with David · $1,600Talk to David First

Secure checkout. Our office calls you to schedule Session 1 and your box pickup. Not sure yet? Start with a no-cost inheritance planning meeting.

Why We Built This

I Watched My Mom Struggle. I Never Wanted Anyone to Go Through That Again.

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 a detective.

If it isn't done, your family does it for you, at the worst possible time.

Ian Schaeffer, COO, American Retirement Advisors

David Schaeffer, Principal Advisor at American Retirement Advisors, at his desk in the Scottsdale office
Your Coach · David Schaeffer

You Don't Have to Figure This Out Alone.

You didn't procrastinate. You've been waiting for the right structure. You need someone walking beside you until it is done.

"I've sat with families on both sides of this. The ones who prepared, and the ones who didn't."

David Schaeffer has walked hundreds of families through this exact process. He knows where people get stuck. And he stays with you, session by session, until your plan is complete.

Prepare · Protect · Preserve

Your Four Sessions

  1. 1
    Green SectionYour FoundationPersonal information, health records, essential documents, and passwords. We open the box and start building.
  2. 2
    Blue SectionYour FinancesBank accounts, investments, insurance policies, and assets. Every financial thread, documented and organized.
  3. 3
    Red SectionYour ProtectionBills, tax documents, and your estate planning documents, gathered in one place. We point out missing or outdated beneficiary names for you to take to your attorney, CPA, or the account company.
  4. 4
    The Finish LineYour Family MeetingWe bring your children and beneficiaries together, in person or on Zoom. Everyone walks away knowing the plan.

About 3 to 4 months, at your pace. Call us with questions between sessions.

When It's Done

Picture the last session. Your children at the table or on Zoom. The box open. Everyone knows the plan and where to find what they need.

You'll be the one who prepared everything.

For Sons and Daughters

Getting this for Mom or Dad?

Many of the calls we get come from a son or daughter who can see what's coming. With your parent's okay, you can enroll them and sit in on the sessions together. The last session is the Family Meeting, where the whole family walks through the box together, in person or on Zoom.

The best time to do this is while your parent can still answer the questions only they can answer.

Talk to David About Your Parent
The Beneficiary Box™ Program

Everything Included. One Payment.

$1,600. One payment. Box pickup in Scottsdale or Las Vegas.

Our Promise to You
Enroll with David · $1,600Talk to David First

Adam from our office calls you back to set a time. Or call (602) 281-3898.

Common Questions

Everything You're Wondering

What if I already have a will or trust?
That's a great start. We organize everything else around it: the accounts, the contacts, the healthcare documents, the things your attorney doesn't cover. Your existing estate plan becomes one piece of a complete picture.
Do I need to know about investments or finance?
Not at all. David guides you through every step. If you can fill out a form, you can do this.
What if my children live out of state?
Session 4, the Family Meeting, works well over Zoom, so everyone can be there wherever they live.
I'm getting this for my mom or dad. How does that work?
With your parent's okay, you can enroll them and join the sessions together. Session 4, the Family Meeting, brings the children and beneficiaries together, in person or on Zoom. Call us at (602) 281-3898 and we'll set it up around your family.
What if I'm not sure it's right for us?
Start with a no-cost inheritance planning meeting. Tap here and Adam from our office will call you back to set a time, or call (602) 281-3898. If it's right for your family, you enroll and pick up your box. Enrollment is final, because what you're buying is David's time. If we are unable to complete your sessions, we will refund the sessions not delivered. Read the policy.
What happens after I enroll?
Our office calls you from (602) 281-3898 to schedule your first session and your box pickup. Your online course login arrives in your welcome email.

Your Family Will Open That Drawer Someday.
The Question Is What They Find.

Relief or panic. Clarity or chaos.

There's never a perfect time to do this. There's only the time when you can still answer the questions only you can answer.

You already know what your family would find today.

If it's right for your family, enroll today. If you're not sure, talk to David first. Either way, don't leave it for them.

Enroll with David · $1,600Talk to David First

Adam from our office calls you back to set a time. Or call (602) 281-3898.

You are about to give your family one of the most important gifts they will ever receive. They just don't know it yet.

Not ready to talk? Get the Inheritance Planning Starter Checklist.

Already have a Beneficiary Box? Sign in to your course

Scottsdale, AZ • Mesa, AZ • Las Vegas, NV • (602) 281-3898