• Comprehensive Planning for Inheritance
1:1 Session |

4 sessions + unlimited email

Comprehensive Planning for Inheritance

  • $2,294.50 Ellevest clients*
  • $4,589.00 Non-clients

Not sure which session or package is right for you? Start with a complimentary call with an Ellevest CFP® pro.


Receiving an inheritance is an overwhelming experience, emotionally and financially. You become responsible for a large sum of money that could be doing a lot for you — but you’re not sure what, or how. Ellevest's financial planners can help.

Over three sessions, you’ll build a comprehensive, tax-inclusive financial plan with strategies to make the most of your new assets — like paying off debt, contributing to short-term goals, and investing toward long-term ones. Plus, you’ll get a check-in and a year of email support, so you can ask questions as they come up (because they probably will).

What to expect

  • Three 60-minute calls with an Ellevest CFP® pro — two to build your plan, one to check in
  • One 30-minute call with an Ellevest tax pro 
  • A comprehensive, personalized financial plan (including tax strategy), delivered via email
  • 12 months of email access to your CFP® pro, so you can ask questions as they come up 
  • 12 months of access to our financial planning tool, so you can keep crunching numbers on your own time

How it Works

After you check out, book your session right from the confirmation page. Choose the best day and time for your schedule.

Fill out a quick pre-session questionnaire. Your financial professionals will use it to prepare for your call so the two of you can hit the ground running.

When it’s time, your financial professional will call you on the phone.

After your call, your financial professional will follow up with action steps, resources, and info to help you use them.