Table of Contents

• Death Binder - A free tool we built for you.

• The IRS May Have Overcharged You. Claim Your Refun …

• In the Collective

Death Binder - A free tool we built for you.

I want to share something we built for our clients

It started with a story I shared in our firm newsletter back in January. A plastic surgeon client. 20-year relationship. Stage four cancer. Late 40s. And a wife who had no idea where any of the money was.  

I have carried that story for 20 years.

So we built the Death Binder.

It is a free, private interview-style application that walks you through 17 sections of your financial life. Personal details, professional advisors, legal documents, insurance, assets, liabilities, business information, passwords, and a personal letter to your family. Nothing leaves your device. No account needed. No cost. Ever.

It takes about an hour to complete. Most people say it is uncomfortable to start and clarifying to finish.

Here is the question I want you to sit with:

If something happened to you tomorrow, what is the 1 thing your family would struggle to find or understand?

Post a comment and give us feedback. Is this useful, what needs help or would be more useful. Any feedback is wanted.

If you complete the binder and something surfaces that you want to talk through, reply here or send me a direct message. We are happy to take a look.

Want the application? Just reply to this email and I'll send you the Death Binder completely free, with no strings attached.

The IRS May Have Overcharged You. Claim Your Refund Before July 10, 2026.

You still have time to check and see if you were exposed to penalties. The IRS is on the hook for covid related penalties. Download our free guide below to find out more and get it yourself or better yet have us do the work for y ou.

In the Collective

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