Secure peace of mind for you and your loved ones with this complete estate planning package designed for an individual or couple. This professionally guided experience ensures your wishes are clearly documented and legally protected. Don't miss this opportunity to invest in lasting peace of mind for yourself and your family.

This estate planning package was generously donated by Imperia Wealth Management, whose founder was personally impacted by witnessing his father's experience with dementia.

Includes:

• Last Will & Testament(s) -- Clearly outline how your assets will be distributed and appoint guardians if needed.
• Financial Power(s) of Attorney --Designate a trusted individual to manage your financial matters if you are unable to do so.
• Health Care Directive(s) -- Make your medical wishes known and appoint a health care proxy.
• Revocable Living Trust(s) -- Help streamline estate administration, maintain privacy, and provide flexibility during your lifetime.

Restrictions:

• All planning sessions and consultations must take place at the Imperia Wealth Management office in Braintree, MA

Fair Market Value: $6000

Secure peace of mind for you and your loved ones with this complete estate planning package designed for an individual or couple. This professionally guided experience ensures your wishes are clearly documented and legally protected. Don't miss this opportunity to invest in lasting peace of mind for yourself and your family.

This estate planning package was generously donated by Imperia Wealth Management, whose founder was personally impacted by witnessing his father's experience with dementia.

Includes:

• Last Will & Testament(s) -- Clearly outline how your assets will be distributed and appoint guardians if needed.
• Financial Power(s) of Attorney --Designate a trusted individual to manage your financial matters if you are unable to do so.
• Health Care Directive(s) -- Make your medical wishes known and appoint a health care proxy.
• Revocable Living Trust(s) -- Help streamline estate administration, maintain privacy, and provide flexibility during your lifetime.

Restrictions:

• All planning sessions and consultations must take place at the Imperia Wealth Management office in Braintree, MA

Fair Market Value: $6000

Gain clarity, focus, and momentum with this valuable coaching experience from Lloyd Moss, Life & Business Coach. This package includes two virtual 45-minute coaching sessions, offering personalized guidance to help you navigate personal goals, career decisions, or business challenges. Whether you're looking to sharpen your direction, overcome obstacles, or take your next step with confidence, these sessions provide thoughtful, one-on-one support tailored to your needs. Invest in yourself and your future with this meaningful opportunity.

Includes:

• 2 virtual 45-minute Life/Business Coaching sessions led by Lloyd Moss

Restrictions:

• New clients only
• Expires December 31, 2026
• Subject to scheduling availability

Fair Market Value: $500

Unlock the stories of your past with two hours of expert genealogy research by professional genealogist Tara A.F. Patregnani. With over a decade of experience across multiple continents, Tara brings a wealth of knowledge and skill to uncover meaningful details about your family's history. Tara is proficient in English, Dutch, Flemish Dutch, French, German, Latin, Italian, and Spanish, enabling her to work across a wide range of historical records. Her research spans North America, South America, Europe, and Western Asia, with a focus on the 18th through 20th centuries. This is a great item for anyone curious about their family roots, those seeking documentation for citizenship or heritage purposes, or writers and researchers looking for historical insights.

Research Services May Include:

• Traditional family history and ancestry research
• Documentation support for dual citizenship applications
• Evidence gathering for historical society memberships
• Probate and estate research for legal purposes
• Historical research support for authors and projects

Restrictions:

• Research is generally limited to historical documents from 1940 and earlier
• This certificate is not suitable for locating living individuals, including birth parents, adopted relatives, or current family members

Fair Market Value: $320

Enjoy this 60 minute education consultation with independent educational consultant Dr. Robert D. Kohen. Session topics can include application strategy, application feedback (including essays), course selection, extracurricular activities, personalized college list suggestions, majors/academic pathways, summer planning, interviews, letters of recommendation and more. Dr. Kohen has been quoted in US News and World Report, Forbes, New York Post, Business Insider and various other outlets. He holds a Certificate in College Admissions and Career Planning from UC Berkeley, a Ph.D. from Harvard University, where he was recognized with distinction by the Dean of Harvard College for his teaching, and a B.A., Phi Beta Kappa, from Columbia University. He has worked in highly selective college admissions, having evaluated applications for Northeastern University (5.6% acceptance rate), and is a member of the Independent Educational Consultants Association (IECA), Higher Educational Consultants Association (HECA), National Association for College Admission Counseling (NACAC) and the New York State Association for College Admission Counseling (NYSACAC).

Includes:

• 60 minute college admissions consulting

Restrictions:

• Expires 6 months after purchase date (November 21, 2026)
• Meetings conducted over Zoom only
• Sessions are subject to availability, so early booking is recommended for the best chance of securing your preferred time.

Fair Market Value: $250