For professionals
Your clients are already asking you about passwords.
Accounts, access, and what happens when somebody cannot get to their own money. These are not quite your job, and sending a client to a search engine is not an answer. You can hand them a guide with your name on the handover instead. Tell us which profession you are in and roughly how many clients a year, and we will send one page back with a number on it.
One page back, within a business day
The fit
Five professions, and the guide that matches each one.
We are not going to suggest you hand a client a book about something they did not ask you about. Each of these matches a conversation you are already having.
Estate planning attorneys
The Emergency Information Record. Your client signs a will and leaves with a folder. The digital counterpart is the thing the folder is missing: one page naming where the accounts are, who can reach them, and where the keys live. It stands alone, so a client who has done none of your other homework can still fill it in.
Financial planners and advisers
A Digital Plan for Retirees. Beneficiary forms outrank a will, and the clients who most need to hear that are the ones about to retire. This covers the forms, the Social Security login that changed, the Medicare dates and the premium surcharge form, which is a conversation you are already having.
Accountants and bookkeepers
A Digital Plan for Your Small Business. The domain, the email records, the contractor access nobody closed, and what the business needs written down if the owner is unavailable for a fortnight. The questions you field every January, answered in one place.
Realtors, mortgage brokers and title
A Digital Plan for Your New Home. A house changes hands with about forty accounts attached to it, and none of them are on the closing checklist. A closing gift the buyer uses in their first week rather than one that goes in a drawer.
Funeral directors and funeral homes
After Your Loved One Passes. The digital first steps in the order they matter, for a family in the worst week of their life. Written to be followed on a bad day, and written with care about what it asks of them and when.
How it works
Three things to settle, and then it runs itself.
How many, and how they travel
An agreed number of copies a year. You get a file you send or print. Your client makes no account and logs into nothing.
Whose name is on it
The guide stays ours and the writing stays as it is. What changes is the handover: a cover note, a page at the front, or a printed enclosure with your firm on it. Tell us which you want.
What it costs
It depends on the volume and on whether you want your name on the handover. There is no list price, because a sole practitioner with twelve closings a year and a firm with four hundred are not the same arrangement.
Ask about a license
Tell us the profession and the rough volume.
That is all we need to send you a number. We answer within a business day, and we will not add you to anything.
A gift your client opens in the first week, not one that goes in a drawer.
Five professions, five guides, one page back from us with a number on it.
Ask about a licenseWe answer within a business day