Monthly Archives: February 2012

2 people for consulting services

This is Sammy (mid 40’s). Sammy does not want to deal with any End of Life issues either for himself or his parents who live outside Detroit. He’s going to leave the administrative hassle to his siblings back home.He would … Continue reading

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Business Model Canvas Update for Week 4 (Class 5)

Changes this week: Better understanding of what ‘channel’ means More precise listing of how we GET, KEEP, GROW our clients

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Father Al

I talked with Father Al from the Newman Catholic Church center earlier this week. Father Al has been at the Newman center for over 25 years and he has conducted a number of funerals throughout his career. Typically after a … Continue reading

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Union Square Interviews

We wanted to Test our idea with total strangers Talk to people from other states Show people our landing page Focus on folks in their 60s So we went to Union Square to find tourists. It was remarkable how willing … Continue reading

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Adam F.

Adam is a graduate student at UC Berkeley who ┬áis a San Diego native. His girlfriend’s father just recently passed away, and they had some problems after his death. In their case, the legal aspects of having a will was … Continue reading

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Nigel

            I spoke with Nigel earlier this week about a Legacy Plan. Nigel is 60 year old retiree from Cal Trans and is currently working on his PhD at Berkeley. Nigel and his wife have … Continue reading

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TW, M.D.

TW is a good friend who is a pediatrician. He has tried Quicken’s will writing software, and also attended a multi-hour estate planning seminar arranged by his employer. The seminar was given by estate planners who were also hoping to … Continue reading

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