A technical resource for your clients
If you work with people who are retiring, selling a business, or settling an estate, you already know the passwords-and-accounts problem exists. We’re the technical follow-through — a flat-fee session that finds everything and writes it down, so the plan you helped build actually works when it’s needed.
Who this helps
Elder-law attorneys
Your plan names an executor or agent. We make sure they can actually get in. In Colorado, a setting in an online account’s legacy tool outranks a contrary instruction in the will for that account (C.R.S. § 15-1-1504), so we make those settings match the plan you drafted.
Financial advisors & CPAs
A written continuity plan closes the operational gap your planning can’t reach on its own.
Business brokers & exit planners
A clean access inventory is exactly what a buyer’s due diligence is going to ask for.
Senior move managers
Technology setup is already part of the move. We handle the part that isn’t physical boxes.
Senior-living communities
A resident amenity that gives your staff their time back, and gives families peace of mind.
Anyone else with this conversation
If your clients already ask “what happens to all of this if something happens to me?” — this is the answer.
How it works
- A free 30-minute call with your client to check it’s a good fit
- One focused 2–3 hour session — nothing is changed while we’re in it
- A written plan, delivered within 3 business days
- Two flat prices: $750 for a business, $495 for a household. The plan is theirs, with no subscription
What this isn’t
- Not a sales pitch to your client behind your back — we work from your introduction
- Not a replacement for legal, financial, or move-management advice — it sits alongside it
- Not a subscription — one session and a written plan they own. Ongoing help is available separately if they ever want it
Introduce a client, or just say hello
Tell us a bit about your organization and we’ll be in touch.
Prefer to talk first? Call (720) 460-1021 · Monday to Friday, 9am – 6pm
Or pick a time that suits you:Book a free 30-minute call (opens in a new tab)