JimJim's Reinvention Revolution Podcast

← JimJim's Reinvention Revolution Podcast22 jul · 53 min

JJRR 135 What is the estate planning access gap and how to close it - with Dan Beech

JJRR 135 What is the estate planning access gap and how to close it - with Dan Beech22 jul53 min

#archively #estateplanning #jimjimsreinventionrevolution

Dan Beech is a seasoned executive, investor and operator who started his career studying finance in college at age 16.  Listen to JJRR 135 as Dan shares how losing his $30M annual revenue real estate business in the 2008 financial crisis led him to working with Ultra High Net Worth clients and identifying what he calls the estate planning access gap.  Now the founder of Archively, Dan is working to modernize, secure and close the access gap for all levels of estate planning.

https://archively.com/

https://beechwerks.com/

https://www.milemethod.com/?via=james

https://magicmind.superfiliate.com/JIMCIRILLO

https://ko-fi.com/jimjim99

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07:09s What is Archively.com / continuity access?

09:02s People do the planning but there is an access gap

11:50s What happens when family is not co-located?

15:02s Building Archively on blockchain using contemporary tech solutions