Supporting You the Entire Journey
Planning with Purpose. Caring from Every Angle.
We know that end-of-life planning isn’t one-dimensional — it’s emotional, financial, spiritual, and practical. Our Holistic Service Suite offers a Unified Approach to Planning, Protection, and Peace
At Exit Equity Concierge, we are proud to be part of a broader mission rooted in dignified, holistic care—a mission carried forward by our sister brands, The Doula Experience and The Notary Doula.
Three Brands. One Mission. Complete Support.
While Exit Equity Concierge, provides financial guidance - The Doula Experience offers emotional support, education, planning tools, and ceremonial guidance to help individuals and families prepare for and navigate life’s most sacred transitions.
Completing this circle of care is The Notary Doula, providing mobile and remote notarial services with professionalism and presence. From advance directives to wills, we ensure your important documents are properly notarized and executed—always with compassion and care.
⚖️ Please note: While we assist with document execution and planning coordination, we do not offer legal advice. Clients are encouraged to consult a licensed attorney for legal interpretation or estate planning guidance.
Exit Equity Concierge
Boutique Settlement & Insurance Brokerage
Turning insurance into impact.
Service Offerings
Life Insurance Solutions
- Tailored protection strategies: Term, Whole Life, Universal Life
- Mortgage protection and income replacement
- Preneed and Final Expense planning
- Executive and business insurance (Buy-Sell & Key Person)
Viatical & Life Settlements
- Strategic exit solutions for unwanted or unneeded policies
- Policyholder advocacy with access to the secondary market
- Ethical brokerage focused on maximizing client equity
Complementary Wealth & Care Strategies
- Annuities for guaranteed retirement income
- Long-Term Care solutions to preserve dignity and assets
- Boutique planning for legacy, family, and peace of mind
At your side...........
The Doula Experience
End-of-Life Planning & Support
Compassion for the living. Dignity for the dying.
Service Offerings:
- Traveling End of Life doula services
- End-of-life doula services
- Advance care planning guidance
- After Death-Care education & Green Burial consulting
- Vigil & Memorial planning
- Legacy projects & grief wellness
- Non-clinical emotional and spiritual support
Explore compassionate end-of-life planning with The PreNeed Doula of The Doula Experience.
Visit the Doula Experience: www.TheDoulaExp.com
The Notary Doula
Mobile & Remote Notarial Services
Where professionalism meets presence.
At the intersection of legal precision and compassionate care, The Notary Doula offers mobile and remote notarial services designed to support individuals, families, and businesses through some of life’s most important transitions. Specializing in advance directives, estate planning documents, medical authorizations, and final wishes, this service ensures that critical paperwork is executed with professionalism, dignity, and convenience.
As a trusted Sister Service to Exit Equity Concierge, The Notary Doula plays a vital role in preparing life settlement clients for seamless transactions by providing notarization for life insurance forms, settlement agreements, and estate documentation.
Visit the Notary Doula: www.NotaryDoula.com
Why It Matters
Together, these three entities offer more than just services—they offer a holistic, values-driven support system that meets you where you are and walks with you through the planning and transition process with empathy, discretion, and respect.
From financial clarity to document execution to emotional grounding, our Holistic Service Suite ensures no detail is overlooked—and no journey is walked alone.