Services

Digital readiness support designed to fit an estate planning practice.

Each engagement is structured for attorneys and trusted advisors who want practical technical expertise without shifting the client relationship away from the firm.

Families and individuals

Digital Estate Readiness Review

For clients who need better preparedness around everyday digital systems.

Digital asset inventory frameworks
Password manager readiness guidance
Legacy and recovery settings review
Secure documentation recommendations
Executor readiness checklists
Access risk identification

Entrepreneurs and closely held businesses

Business Owner Continuity Review

For clients whose company operations depend on founder-controlled digital access.

Founder single-point-of-failure review
Domain and email ownership exposure
Backup admin access checks
Payment platform continuity risks
MFA recovery vulnerabilities
Key system dependency mapping

Firm education

Private Firm Workshops

For attorneys and staff who want a practical framework for modern client conversations.

Practical digital access risks
Provider controls and recovery options
Modern client planning opportunities
Right-sized frameworks for SMB clients
Q&A tailored to your practice

How it works

A structured advisory layer for your existing process.

Scope with the attorney

We align on the client situation, planning context, and appropriate boundaries before any client-facing work.

Assess practical access risk

We review dependencies across root accounts, devices, recovery settings, administrative roles, and documentation readiness.

Deliver usable recommendations

The output is clear, prioritized, and designed to support the attorney's broader estate or continuity planning work.