Our Clients

Our clientele includes trust and estate attorneys, fiduciaries, and administrators concerned with

protecting their clients’ estate, including their digital assets.


We make it easy to locate an estate’s asset information. On behalf of successors and relatives grieving the loss of a loved one, we help by protecting the estate’s wealth, and ensuring that the process of dealing with these assets is controlled, avoiding inundation by periodic requests and notices targeted at the decedent.  We provide a clean sweep of the deceased person’s digital footprint, resulting in the resolution of each of the their accounts by closing or freezing them.

Who We Serve

  • Trust and Estate Attorneys
  • Financial Advisors
  • Wealth Managers
  • Family Offices
  • Estate Administrators
  • Insurance Agents

Trust and Estate Attorneys

Trust and Estate Attorneys are on the front lines of protecting the assets of an estate. We assist by providing the first line of defense for your clients’ wealth by first creating an individual Electronic VaultTM for each of them, then identifying and protecting the digital footprints of each client.

Our application systematically resolves and alerts trust and estate attorneys when client accounts have been closed, and works with them to solve any nuanced account closures, thereby cutting their administration efforts to a fraction of what they would otherwise be.




Financial Advisors and Wealth Managers

We help individuals, clients, their legal team, financial planners and wealth managers gather documents, personal data, electronic records and digital asset information. We locate, store and update information that will be used during estate administration.  Currently complex and challenging estate administration situations benefit from our meticulous data collection, archiving, and audit trails, as well as our support for second families, international relatives, and elder care.

Family Offices

Family offices and estate administrators assemble and organize individual assets and liabilities, real property deeds, creditor lists, business interests, cryptocurrency, financial records and brokerage accounts. We provide a list of assets to search for based upon our constant monitoring of estate administration challenges with digital assets and electronic records.


Estate Administrators Classifying Digital Assets and Electronic Records

We provide research to the legal team, financial advisors, wealth managers, and estate administrators, helping them to discern the subtle differences between digital assets and electronic records.

For example, an author may have a manuscript 90% done and stored in digital format at the time of death.  This manuscript is a valuable asset of the estate held in digital form; it should be retrieved and included in the asset inventory.  An airline miles account, on the other hand, constitutes a valuable electronic record as opposed to being a digital asset. The miles recorded in the account have value for the estate and the beneficiaries.

Using defined asset groups ensures proper inventory classification and preservation of the estate’s value. Asset access differs depending on classification.

Fiduciaries, executors and estate administrators save hours searching for user logins and passwords and contact information to provide an Electronic ExitTM as we find, secure and administrate your estate.


Insurance Agents, Fiduciaries and Beneficiaries

We are able to assist life insurance agents during client presentations and discussions regarding trust and estate protection. When insurance agents can review a complete inventory, their proposals are more positively understood.




Individuals and Successors’ Personal Representatives

Auto-Grab™ locates digital assets and electronic records that are valuable or may have sentimental meaning to individual successors and family members.  It also assembles records, investment documents, and file access information in a secure location during the estate planning engagement, which is refreshed during estate review.

Upon death, it is used one last time to update the individual’s profile before estate administration begins.  Individual records listing assets and liabilities used during estate planning in past years are often outdated and incomplete; financial institutions merge, accounts are closed and new ones opened.  Individual and family estate records are rarely current. Since family structures change over time and administration intentions may not be current, this final step establishes an up-to-date baseline portfolio for fiduciary consideration.

12 Calle de Luz
Santa Fe, NM 87506

Tel: 650.380.0688
Fax: 505.424.8797