Roaring Fork Valley & Nationwide

When something happens
to you, will your family
know what to do?

Most families aren't as organized as they think. We build the system that changes that — before a crisis forces the question.

Schedule a Consultation Our story
34 Years in enterprise logistics
$5K Complete engagement
40+ Hours dedicated to your family
The Problem

There is always one person
who knows where everything is.

When that person is unavailable — whether for a day or forever — the result is chaos. Families spend weeks searching for documents, calling institutions, and making expensive decisions without the information they need.

We build the system that makes sure that never happens to yours.

I thought I was organized. I had files. I had folders. Then I started building my own system and discovered my trust wasn't properly tied to my deed.

— Chris Bourne, Founder
About Chris Bourne

34 years building systems
for complex operations.
Now for families.

I spent 34 years at UPS managing complex enterprise accounts. My job was making sure that no matter how many moving pieces were in play, nothing fell through the cracks. I became very good at building systems.

When I retired, I started doing for my own household what I'd done for major organizations my entire career: building a comprehensive, organized system for every financial, legal, and logistical detail of my life.

And I discovered something surprising — even with my background, the process revealed gaps I didn't know I had.

My trust wasn't properly connected to my deed. Several financial accounts weren't titled correctly. Information that should have been in one place was scattered across files, email threads, and memory. Fixing those things required conversations with attorneys and financial advisors — the kind of conversations most families never have until a crisis forces them to.

That experience is what I bring to every client. Not just the organization — but the knowledge of what to look for, what to ask, and what to fix.

34
Years managing complex enterprise accounts at UPS
Aspen
Based in the Roaring Fork Valley — serving locally and virtually nationwide
40+
Hours dedicated to every engagement — no rushing, no watching the clock
$5,000
Complete engagement — flat fee, no surprises, ongoing availability included
What We Organize

Everything your family
would need to find.

Estate Documents
Wills, trusts, powers of attorney — organized and properly cross-referenced.
Property & Deeds
Records and deeds tied correctly to your trust — a gap most families don't know they have.
Financial Accounts
Titling, beneficiaries, and access — audited and aligned across every account.
Insurance Policies
Life, home, auto, umbrella, long-term care — all in one findable place.
Digital Access & Passwords
Secure password management system with emergency access instructions for your family.
Medical Directives
Healthcare proxies, living wills, and medical contacts — accessible when it matters most.
Business Interests
Succession plans, operating agreements, and key business contacts organized and documented.
Tax Records & Contacts
Key financial documents and the names, numbers, and roles of every professional in your life.
Is This For You

The families we work with.

"I've worked my whole life to get here. I just want to know my family won't have to scramble."

Retirees & Pre-Retirees

You've spent decades building financial security. This makes sure the details that protect it are organized, accessible, and ready — before retirement, not after a crisis.

"My parent had a health scare and I had no idea where anything was. I never want to be in that position again."

Adult Children & Aging Parent Support

When a parent's health changes suddenly, families spend weeks trying to locate accounts and documents. We build the system in advance so that time is spent grieving — not searching.

"I know I should do this. I just never have time, and I don't know where to start."

Busy Professionals

You've built a complex financial life. The problem isn't that you're disorganized — it's that no one has ever helped you build a system that holds it all together.

"We have multiple properties, a family trust, business interests. I don't even know if it's all aligned correctly."

Complex Households

Multiple properties, family trusts, investment accounts, business interests — the complexity is real. So is the cost of leaving it unorganized for the people who come after you.

How It Works

A complete engagement,
start to finish.

01
Initial Consultation

We sit down — in person or virtually — and map the full picture of your household: assets, accounts, documents, properties, digital access, and any gaps you're already aware of. This conversation alone often surfaces things most families haven't thought about.

02
Document Gathering & Organization

Working with you over several sessions, we locate, gather, and organize every relevant document and piece of information into a complete, structured system. This is where the real work happens — and where gaps are found and addressed.

03
The Security Layer

Every system we build includes a defined security protocol: where the physical documents live, how passwords are handled separately using a dedicated password manager, and who in your family knows how to access everything in an emergency. A disorganized system is a problem — an unsecured one is a risk.

04
Review & Handoff

We review the complete system together. You'll leave knowing exactly what you have, where it is, and that the people you love could navigate it without you.

05
Ongoing Availability

Questions come up. Accounts change. Life changes. Your engagement includes ongoing consultation so you're never left with an unanswered question as your situation evolves. Take my call. Ask your questions. No rushing.

The Investment

One investment.
Complete peace of mind.

$5,000
Complete Family Engagement — Flat Fee
Everything included
Initial 90-minute consultation (in-person or virtual)
Full document gathering and organization across all categories
Complete organizational system — physical and digital
Security protocol for keeping sensitive information protected
Review session and complete family handoff
Ongoing consultation — no hourly billing, no watching the clock

A complete engagement involves approximately 40 hours of dedicated work. We price it at $5,000 because we'd rather give clients room to breathe than watch the clock. This is the one thing financial advisors and attorneys both assume someone else has handled — and almost no one has.

Schedule Your Consultation
Referral Partners

For estate attorneys, advisors & senior care professionals.

Your clients trust you with their financial and legal futures. But there's a gap between the work you do and the organizational reality inside most households — and we fill it.

The partnership

We organize everything that exists outside your scope.

The physical documents, complete account lists, digital access, insurance details, and household records. We're not financial advisors or attorneys.

We're the people who make sure your clients' families can actually find and use the work you've done for them.

Start a Conversation
Get In Touch

Schedule a consultation.

No obligation. Just a conversation about whether this is the right fit for your family.

We work with a limited number of clients at a time to ensure every engagement receives the attention it deserves. We'll respond within one business day.