JJRR 135 What is the estate planning access gap and how to close it - with Dan Beech
JimJim's Reinvention Revolution Podcast
Release Date: 07/22/2026
JimJim's Reinvention Revolution Podcast
#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. 07:09s What is Archively.com /...
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info_outlineJimJim's Reinvention Revolution Podcast
#wellness #keywest #jimjimsreinventionrevolution Join JimJim for a new episode quickies series – Mornings from Key West. Listen to JJRR 127 as JimJim kicks off a quickie series from Key West sharing daily thoughts and experiences from Key West and how he’s dealing with his new wellness / lifestyle journey. If you like this podcast style lmk ! Enjoy the episode? Share with friends! Subscribe in Spotify, Apple or Google Podcasts!
info_outlineJimJim's Reinvention Revolution Podcast
#wellness #identity #questdiagnostics #jimjimsreinventionrevolution In this episode JimJim goes wellness on ya! Listen to JJRR 126 as JimJim shares how health and wellness has taken over his world recently. Based on recent baseline testing results JimJim is focusing his efforts on wellness by tackling lifestyle, diet and exercise. A big disruption to diet and general productivity, JimJim is dealing with the challenge to identity as it relates to change. Listen up as perhaps it’s time to start your own wellness journey. ...
info_outline#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://www.milemethod.com/?via=james
https://magicmind.superfiliate.com/JIMCIRILLO
jimjim99 | Twitter, Instagram, Facebook | Linktree
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
17:52s How death / emergency notices get communicated and how access is permitted
22:09s Storing documents including multimedia with heartbeat check-in
26:44s Distributed key access for high security / high profile client requirements
30:01s Launching Archively through state planning attorneys
34:00s Studying finance in college at age 16
36:45s Growing a real estate business to $30M in annual sales
39:38s Losing everything during the 2008 financial crisis
41:30s Finding wealth management and discovering estate planning challenges
45:30s Never give up!
48:07s Solving anxiety with planning / stage gate planning
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