See the Work

Interactive demos of what clients receive. Real structure, fictional data.

Estate Document Organization

Every client receives a secure, shared Google Drive folder with all documents scanned, clearly named, and sorted by category. Attorneys, accountants, and family can access everything from anywhere.

Sample — Fictional Data
🔒 drive.google.com/drive/folders/thompson-estate-handld
▲

Thompson Estate — Organized by Handld KC

👥 Shared with you
My Drive › Thompson Estate
Folders
📂
01 — Property & Deed
6 files
📂
02 — Insurance Policies
4 files
📂
03 — Financial & Banking
8 files
📂
04 — Legal Documents
5 files
📂
05 — Vehicles & Titles
3 files
📂
06 — Accounts to Cancel
2 files
📂
07 — Home Inventory
3 files
📂
08 — Contacts & Notes
2 files
Files
Name
Modified
Size
📄Estate_Master_Checklist.pdfFeb 10, 2026245 KB
📊Account_Tracker.xlsxFeb 10, 202678 KB
📄README_Start_Here.pdfFeb 10, 2026120 KB
🔒 drive.google.com/.../04-legal-documents
▲

04 — Legal Documents

👥 Shared
My Drive› Thompson Estate› 04 — Legal Documents
Files
Name
Modified
Size
📄Last_Will_and_Testament_Thompson.pdfFeb 8, 20261.2 MB
📄Durable_Power_of_Attorney.pdfFeb 8, 2026890 KB
📄Healthcare_Directive_Advance.pdfFeb 8, 2026654 KB
📄Trust_Agreement_Revocable.pdfFeb 8, 20262.1 MB
📄Letters_of_Testamentary.pdfFeb 10, 2026445 KB

Home Inventory Documentation

You receive a detailed spreadsheet with photos, descriptions, serial numbers, and estimated values — organized room by room. Perfect for insurance claims, estate planning, or your own records.

Sample — Fictional Data
🔒 docs.google.com/spreadsheets/martinez-home-inventory
📊 Martinez Home Inventory — Handld KC Last edited Feb 12, 2026
Living Room
Kitchen
Primary Bedroom
Office
Garage
Summary
#ItemBrand / MakeSerial / ModelPurchase YearEst. ValuePhotoNotes
1Sectional Sofa (L-shape)Restoration HardwareCloud Modular2022$4,800📷 IMG_0201Performance fabric, gray
265" OLED TelevisionLGOLED65C3PUA2023$1,800📷 IMG_0203Wall-mounted, includes bracket
3Coffee TableWest ElmIndustrial Storage2021$650📷 IMG_0205Mango wood, minor wear
4Floor Lamp (pair)CB2Arched Brass2022$520📷 IMG_0207Qty: 2, flanking sofa
5Area Rug 9x12LoloiLayla Collection2023$380📷 IMG_0208Blue/cream, under coffee table
6Bookshelf UnitIKEABILLY / OXBERG2020$280📷 IMG_0210White, with glass doors
7Soundbar + SubSonosArc + Sub Gen 32023$1,650📷 IMG_0212Linked to TV, black
8Original PaintingLocal KC Artist—2019$1,200📷 IMG_0214Abstract, 40x60, signed
🔒 drive.google.com/.../martinez-inventory-photos
▲

Martinez Home Inventory — Photos

👥 Shared with you
My Drive› Martinez Inventory› Photos — Living Room
Folders
📂
Living Room
14 photos
📂
Kitchen
11 photos
📂
Primary Bedroom
9 photos
📂
Office
8 photos
📂
Garage
12 photos
📂
Serial Numbers
18 photos
Deliverables
Name
Modified
Size
📊Martinez_Inventory_Full.xlsxFeb 12, 2026340 KB
📄Martinez_Inventory_Summary.pdfFeb 12, 20261.8 MB
📄Insurance_Ready_Report.pdfFeb 12, 20264.2 MB

Cloud Backup Confirmation

After your tech setup visit, you receive a summary of everything backed up, where it lives, and confirmation that auto-sync is running. No more wondering if your photos are safe.

Sample — Fictional Data
🔒 one.google.com/storage
☁ Storage
📷 Google Photos
📂 Google Drive
📧 Gmail
📱 Devices
47.2 GB
of 200 GB used
12,847
Photos backed up
1,203
Documents synced

Recent Backup Activity

📷
Family Photos (2015–2025) — full sync completeToday
📄
Tax Documents folder synced to DriveToday
✓
iPhone auto-backup configured & verifiedToday
✓
iPad auto-backup configured & verifiedToday
📄
Desktop "Important" folder → Drive sync activeToday
Handld
Cloud Backup Setup — Completion Report
David & Sarah Chen
February 13, 2026
Cloud Backup & Sync

What Was Set Up

✓
Google One 200GB plan activated Active
✓
Google Photos — 12,847 photos uploaded from desktop folders Synced
✓
Google Drive — Tax docs, insurance, and medical records synced Synced
✓
iPhone — iCloud Photos backup to Google Photos bridge active Active
✓
iPad — auto-backup enabled, Wi-Fi only Active
✓
Password manager (1Password) installed on all devices Done

Instructions Left with Client

✓
Printed one-page "Where Your Files Live" reference sheet
✓
Recovery codes stored in fireproof safe
✓
Family sharing configured for spouse access

Home Watch Visit Report

After every visit, you receive a detailed report with photos confirming everything is in order — or flagging issues found. You'll know the state of your home without being there.

Sample — Fictional Data
Handld
Home Watch Report — Visit #7
4821 Brookside Blvd
February 14, 2026
Robert & Linda Walsh

Exterior

✓
Front & back doors secure OK
✓
Windows intact, no signs of entry OK
✓
Gutters clear, no ice dams OK
!
Downspout extension shifted — repositioned on site Fixed
✓
Driveway and walkways clear OK

Interior

✓
HVAC running, thermostat set to 62°F OK
✓
No water leaks, stains, or unusual odors OK
✓
All faucets and toilets run & flushed OK
✓
Sump pump tested — operational OK
✓
No pest activity observed OK
✓
Security system armed — verified OK

Mail & Packages

✓
Mail collected (14 items, mostly junk) Stored
!
Amazon package retrieved from porch — moved inside Noted

Photos from This Visit

🏠
🔧
🚲
📧
🌡
🔓
💦
✅

8 photos attached — full resolution available in shared Google Drive folder

Note from Peter: Everything looks great. The downspout on the southeast corner had shifted about 6 inches from the foundation — I moved it back. May want to have it re-secured when you return. Your Nest thermostat is holding well at 62. Next visit: Feb 21.

Want this level of organization?

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