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Secure your Legacy, not just your Business.
Secure your Legacy, not just your Business.
The Business Executor Manual: A simple, structured system for business owners to organize their critical information, empowering their successor to preserve business continuity with confidence.
The Overlooked Risk to Your Legacy
The Overlooked Risk to Your Legacy
Without a clear roadmap for your successor, your business faces needless risk.
The chaos of hunting for passwords, contracts, and operational details can jeopardize the legacy you've worked so hard to build.
Without a clear roadmap for your successor, your business faces needless risk.
The chaos of hunting for passwords, contracts, and operational details can jeopardize the legacy you've worked so hard to build.
Without a clear system in place, locating essential business information can take
20–40+ hours of searching through files, emails, and devices.
For many business owners, that can translate to $1,500–$3,000 in lost time or billable hours.
How The Manual Protects Your Business
How The Manual Protects Your Business
Organizes Information
Organizes Information
Everything from digital passwords to key contracts is organized in one secure, accessible place.
Guides Your Executor
Guides Your Executor
Provides a step-by-step roadmap, turning a chaotic process into manageable and clear actions.
Reduces Risks
Reduces Risks
Helps prevent missed deadlines and lost revenue by ensuring your Executor has the info they need, when they need it.
Saves Time & Money
Saves Time & Money
Drastically reduces costly hours your attorney would spend searching for documents.
Supports Your Legal Team
Supports Your Legal Team
Acts as the perfect practical complement to your formal will and estate plan for your legal team.
Supports Your Internal Team
Supports Your Internal Team
Acts as a clear roadmap to manage daily operations and client communications, ensuring your business runs smoothly in your absence.
Who will benefit?
Who will benefit?
Small Business Owners
Small Business Owners
Those who are the central pillar of their company and want to create a clear, actionable plan for the future.
Family Members
Family Members
Those who may need to step in during an emergency and require a simple, clear guide to the business to reduce stress and make informed decisions on behalf of the family.
Key Employees
Key Employees
Those who require a documented plan to ensure business continuity, manage daily operations, and uphold commitments to clients during a transition.
Legal Professionals
Legal Professionals
Those who need organized, comprehensive information to effectively manage or transition a business according to the owner's wishes.
A Practical Guide, Not Another Complex Tool
A Practical Guide, Not Another Complex Tool
Executor-Focused
Executor-Focused
Designed to be intuitive, clear, and action-oriented for the person who will need it most.
Tech-Agnostic & Simple
Tech-Agnostic & Simple
Works with Google and Microsoft
Designed for Clarity
Designed for Clarity
Provides unambiguous, actionable information to prevent confusion.
Your Complete Peace of Mind Package
Your Complete Peace of Mind Package
Here's What You'll Receive:
Here's What You'll Receive:
The true cost of a disorganized business isn’t just financial—it’s measured in months of wasted time, lost revenue, and profound stress. This system is your safeguard against it all, designed to transform your complex operations into a clear and actionable roadmap.
A Clear, Step-by-Step System: Included detailed instructions eliminate guesswork, providing a guided process so you can focus on getting the work done.
A Critical Document Checklist: A comprehensive Checklist to every essential document you need, ensuring your final manual is complete and comprehensive without you having to guess what's important.
Four Core Organizational Templates: Spreadsheets to document your business overview, key systems, professional contacts, and client obligations—preventing lost revenue and unnecessary expenses.
An Executor's Roadmap: A dedicated index and custom instructions you can include specifically for your Executor, helping them quickly locate, identify, and understand all critical documents.
A 1-Hour Personalized Consultation: Personalized support to get your questions answered, ensuring your final manual becomes a clear and powerful tool for your executor.
Business Executor Manual
$400
Without a clear system in place, locating essential business information can take
20–40+ hours of searching through files, emails, and devices.
For many business owners, that can translate to $1,500–$3,000 in lost time or billable hours.
Frequently Asked Questions
Frequently Asked Questions
Is this a legal substitute for a will or an estate plan?
Is this a legal substitute for a will or an estate plan?
No. The Business Executor Manual is a practical guide designed to complement your formal legal documents. Your will outlines what you want to happen, while this manual provides the how—the operational details your Executor needs to carry out your wishes efficiently.
How long will it take me to complete the manual?
How long will it take me to complete the manual?
The manual is designed to be completed at your own pace. The time it takes to complete this manual will vary based on how much of the business’s information has already been gathered and organized. The goal is progress, not pressure.
What if I'm not very tech-savvy?
What if I'm not very tech-savvy?
The manual is designed for simplicity and works with the tools you already know. It’s a straightforward document that you can use with any basic word processor, like Microsoft Word or Google Docs. No complex software or technical skills are needed. You work with what you are comfortable with.
The manual is designed for simplicity and works with the tools you already know. It’s a straightforward document that you can use with any basic word processor, like Microsoft Word or Google Docs. No complex software or technical skills are needed. You work with what you are comfortable with.
How is the 'Business Executor Manual' different from the 'Core Foundation of Your Business Workbook'?
How is the 'Business Executor Manual' different from the 'Core Foundation of Your Business Workbook'?
The Core Foundation Workbook is a practical tool that serves as a clear starting point for organizing your business's foundational legal, financial, and operational details. The Business Executor Manual is a more comprehensive, structured system designed not just for your Executor, but for attorneys and legal teams as well. It goes deeper by organizing critical information like contracts, client communications, and digital assets to preserve business continuity and protect against lost revenue.
I already have the Core workbook, will I have to re-do anything here?
I already have the Core workbook, will I have to re-do anything here?
No, you will not have to redo anything. The Core Foundation Workbook provides the essential, foundational details for your business, making it a great starting point. The Business Executor Manual builds on that foundation, guiding you through the specific operational details like system passwords, client information, and digital assets that are needed for day-to-day continuity. The work you've already done can fit perfectly into the more comprehensive structure of the Manual.
No, you will not have to redo anything. The Core Foundation Workbook provides the essential, foundational details for your business, making it a great starting point. The Business Executor Manual builds on that foundation, guiding you through the specific operational details like system passwords, client information, and digital assets that are needed for day-to-day continuity. The work you've already done can fit perfectly into the more comprehensive structure of the Manual.
I didn't purchase the Core workbook, should I start there first?
I didn't purchase the Core workbook, should I start there first?
No, you can start right here. The Business Executor Manual is our most comprehensive solution and includes all the foundational elements found in the Core Workbook. It expands on them with the detailed systems and templates you need for complete business continuity, giving you everything required to protect your legacy today.
Testimonial
"Business owners need good estate planning. Part of planning is compiling easy-to-use practical information about business operations for your executor and your succession team. Workflow Clarity provides tools to make that part of estate planning simple for business owners. I will be recommending these tools to my clients in my law practice."
- Kim Steffan
Steffan & Associates, PC
I created the Business Executor Manual after identifying a critical gap in my own business plan—the lack of a practical guide for daily operations. To ensure it was effective, I had it reviewed by my Business and Estate Planning Attorneys.
They expressed how beneficial a system like this is for their clients, providing the essential "how-to" that complements formal legal documents. It’s built from a real-world need and validated by professionals to give you confidence that your legacy is protected.
Your life's work is too important to be left vulnerable. Protect your legacy and gain the peace of mind that comes with being prepared.
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