The tool suite
Seventeen tools on one spine: a portable client file that the intake tool creates, the working tools fill, and the handbook renders. Nothing here touches a server, and no file ever contains a password.
SCHEMA ordered-client/1 · SAMPLE FILE ellison-sample-ordered-client.json · DOCS README.md
The engagement, in order
Operator tools. These run locally and are never published to the public site.
The first call as a form. Recommends the tier with its reasoning shown, drafts the situation summary, creates the client file.
qualify 02Fast capture of accounts, devices, subscriptions, and people, with single points of failure computed live and ranked.
inventory 04The dated, phase-ordered plan derived from the inventory, plus the per-account migration board synced back to it.
separation 05The full 102-item audit across ten domains, including the rarely needed corners, with a before-and-after record.
rebuild 03Renders the client file into the print-ready Handbook. Narrative editable in place. Never a password.
handbook 07The independence check from the client's real inventory, the personalized options page, and the closing notes.
handover 06Baseline against current: what is new, gone, changed, or regressed, plus the ten annual re-checks.
annual review 08Drop every active client file and see the practice at a glance, sorted by urgency. Read-only.
cross-cuttingThe public tools
The discovery layer for the site. No email gate, no tracking; each says so and means it. Ready to publish (see the guide).
Ten questions and a date build a personalized plan, dated backward from the last day of access.
Life After The Office P2Could your family reach what matters without you? A score, the gaps, and the fix beside each.
The Estate in Order P3A protection plan for a parent, ranked by what stops the most common scams first.
Looking After Mom and Dad P4How big the photo pile really is, and the honest hours to make it one findable library.
Digital organization P5Six realistic messages and calls; a read on where you would be caught, and the defense for each.
Security and privacy P6After a death, a calm ordered list of what to do about the digital life, and what never to rush.
After a Loss P7Why the storage is always full, in plain English, and the fix that makes it stay fixed.
Apple and device care P8The wide-angle assessment across all four disciplines, with a score per area and a prioritized plan.
The onboarding assessment P9For employers: score how well the organization retires people, and where the goodwill leaks.
B2B · Life After The Office