You plan the finances. We help the client secure their phone, email and photos.
Beneficiary designations and account titling pass the money. They do not open the phone, the email or the photo library, and the sign-in codes for financial accounts can go to the client’s phone. We help the client secure those accounts and prepare the people they named. The client contracts with FortifiedWall directly. This is a referral pilot.
What we help the client do
We help the client:
- secure their email, phone carrier and number and Apple or Google Account
- set up the ways back in and the after-death settings, such as Apple Legacy Contact and Google Inactive Account Manager where they fit
- save what they want kept, such as photos and recordings
- walk through the handoff with the people they named
The client approves each piece in writing first. Nobody can promise access to an account after a death. That is the reason to do this work now.
How the service is offered
- You keep the financial advice. FortifiedWall is a separate service and gives no financial, tax or legal advice.
- The service is optional and scoped separately.
- The client contracts with FortifiedWall directly, and you hear only what they choose to share.
- The client is more protected from scams and fraud.
A paragraph you can use
“Your beneficiary designations and account titles plan who receives your money. They cannot open your phone, your email or your photos. FortifiedWall is a separate service. It helps you secure your phone, email and photos now and walks the people you name through the transfer process.”
Start with a conversation.
In the referral pilot, you offer the service to clients who may want it, and each client decides.