ServicesPricingARD SupportRecordsLedgerBook

RECORDS OPERATIONS

A folder stores files.
A system explains them.

Families often reach the point where the truth is somewhere in the records—but no one has time to rebuild the story. We turn scattered files, emails, notices, screenshots, and commitments into an indexed, source-linked operating record.

RECORD STANDARD

Every item gets context.

Source, date, type, version, related events, sensitivity, retention class, and—when appropriate—a SHA-256 receipt.

INDEX

Know what exists

Normalize names, identify duplicates, preserve originals, and create a sortable register.

CHRONOLOGY

Know what happened

Build a factual event sequence linked back to source records.

ACTIONS

Know what remains open

Track requests, owners, due dates, commitments, blockers, and completion evidence.

UP TO 150 PAGES/FILES

Records Rescue

$149

Naming, deduplication, document index, basic chronology, and missing-record list.

PROFESSIONAL HANDOFF

Handoff Packet

$225

Executive fact summary, chronology, index, unresolved-actions list, and clean transfer package.

Original-preservation rule: preserve original bytes, hash when appropriate, create working copies separately, and never overwrite the original simply to make the file look cleaner.