Golden Age Estate
We sit down with you and put your accounts, passwords, cards, bank and investment accounts, and monthly charges into one organized plan. So one day, your children know exactly where to look and what to do.
Prefer to talk now? Call (303) 276-7623, Monday to Friday, 9 AM to 5 PM.
Most of us have more accounts than we realize: a few banks, several credit cards, a CD at one place and a retirement account at another, insurance policies, email, streaming services and memberships that renew on their own. When someone passes, families often spend months finding them one at a time.
Our team sits down with you, at your pace, and puts it all in order while you are here to make the choices. It is a kind thing to do for your family, and many people tell us it simply feels good to have it done.
Everything we organize
Here is what we gather with you, one calm step at a time. You choose what goes in.
Every bank, credit union and credit card, plus CDs, savings bonds, brokerage and retirement accounts, annuities and pensions.
Your family will know where everything is, without hunting through years of mail.
Life, home, auto and long-term care policies, and where the important papers are kept.
We note where things are; your attorney handles what they say.
The accounts you use, with notes on what each one is for.
Kept safe in a password manager or our printed password book, so the person you trust can get in when needed.
Everything that renews on its own, each marked keep or cancel.
Where your pictures and messages live, how they are backed up, and who should receive them.
The things families often miss.
Apple, Google and Facebook legacy contacts set up with you, so the right people can be given access.
We never ask for full account numbers on a website, email or text, and we never move money or give financial advice. We simply help you write down what you have and where it is, and you decide who keeps the plan.
The finished result
At the end of your plan, you receive a printed binder, organized in large type, with tabbed sections:
You decide where it is kept and who knows about it.
The printed Family Binder comes with both Estate Essentials and the Complete Estate Plan. See prices.
If you are helping a parent, this is a caring way to start a hard conversation. Our team is patient and respectful, and your parent stays in charge of every decision. We can include you in the planning, in person or by phone, whatever your family prefers.
With the executor's written authorization and a death certificate, our team handles the legwork of closing or transferring everyday accounts and recurring charges, plus email and social media memorialization. For insurance, banks, credit cards, and investments, we prepare the paperwork and make the calls with the executor on the line.
We will never ask you to send passwords or account details by email, text, or a website form. Sensitive details are handled with you, in person, and stored where you choose.
We are a technology help company, not a law firm. We do not give legal, tax, or financial advice, and this plan does not replace a will, trust, or power of attorney. We are glad to work alongside your estate attorney, financial advisor, or executor so your digital plan fits with the rest of your estate plan.
We listen first. There is no pressure and no rush. We will talk about what you have, who you trust, and what would bring you peace of mind.
Monday to Friday, 9 AM to 5 PM. Please never send passwords or account numbers. We go over sensitive details with you in person.
