Beyond the Annual Calendar
Lifetime Services:
38+ milestones across
every client's journey.
The annual service calendar captures this year's tasks. Lifetime Services captures the multi-year arc — from initial financial plan through estate documents, business succession, retirement transition, and generational wealth transfer. Every milestone tracked, assigned, and visible.
The Big Picture
The long game,
finally visible.
Every wealth advisory relationship spans decades, not quarters. Your best clients need trust establishment in year 3, business succession planning in year 7, Medicare enrollment guidance at 65, and generational wealth transfer strategies when the time comes. But most advisory firms track these milestones informally — in the advisor's memory, in scattered notes, or not at all.
CanyonOps Lifetime Services provides 38+ predefined lifecycle milestones organized across core and expansion categories. Each milestone has a status, completion year, assigned advisor, and optional subtask decomposition. The result: a comprehensive map of every client's journey through the advisory relationship — visible to the entire team.
Key Capabilities
Everything that makes
Lifetime Services powerful.
38+ Predefined Service Types
CanyonOps ships with 38+ predefined lifetime service milestones covering the full spectrum of advisory planning — from initial financial plans and estate documents through ESOP planning, Section 1042 rollovers, qualified opportunity zones, and generational wealth transfer. No need to build your milestone library from scratch.
Core Lifecycle Milestones
The fundamentals every advisory client eventually needs: initial financial plan, estate documents, trust establishment, business succession, retirement transition, Social Security claiming strategy, Medicare enrollment, LTC insurance review, disability review, 529 plans, HSA optimization, charitable foundation setup, and life insurance analysis.
Expansion Service Milestones
Advanced planning for complex clients: ESOP planning, Section 1042 rollover, business valuation, buy-sell agreements, ILIT setup, CRT establishment, DAF strategy, key person insurance, captive insurance, retirement plan design, real estate investment strategy, stock option/RSU liquidity, prenup/postnup planning, divorce planning, ABLE accounts, generational wealth transfer, S-Corp conversion, and qualified opportunity zones.
Custom Service Templates
The predefined library is a starting point. Create custom lifetime service types specific to your practice — with org-specific checklists, description templates, and default assignments. If your firm specializes in physician practices or tech executives, build milestone types that match your niche.
Status & Completion Tracking
Every lifetime service moves through three states: not started, in progress, and complete. Track which year each milestone was completed, see the full history of a client relationship at a glance, and identify which services are next in the queue based on the client's life stage and goals.
Subtask Decomposition
Complex milestones like "Business Succession Plan" are not single tasks — they are multi-phase projects. Decompose any lifetime service into subtasks for phased delivery: valuation phase, legal documentation, transition timeline, key employee retention, and buyer/successor identification. Track progress at both the milestone and subtask level.
Advisor Assignment
Assign each lifetime service to the team member best suited for it. The lead advisor handles financial plan updates. The insurance specialist manages LTC and disability reviews. The estate planning coordinator drives trust and generational transfer milestones. Clear ownership eliminates ambiguity about who is responsible for what.
Lifetime Progress Dashboard
See a household's complete milestone progression in a single view. How many of the 38+ services have been addressed? Which are in progress? Which haven't been started? This lifetime view feeds directly into the relationship scoring system, contributing to the "lifetime progress" component of each household's engagement score.
Day in the Life
How Lifetime Services tracks
a business owner's journey.
Scenario: The Henderson Household — From Initial Plan to Succession Planning
2019: Client Onboarding & Initial Plan
The Henderson family joins as a Family Office client. During onboarding, the advisor marks "Initial Financial Plan" as the first lifetime service in progress. Over the next three months, the team completes the comprehensive plan — covering investment strategy, cash flow, tax projections, and insurance gaps. The milestone is marked complete with a 2019 completion year.
2020-2022: Building the Foundation
Over the next three years, the team works through core milestones: estate documents review (2020), trust establishment (2021), 529 plan setup for the Henderson children (2020), disability insurance review (2021), life insurance analysis (2022), and buy-sell agreement for the family business (2023). Each milestone is tracked with its completion year and the assigned advisor — creating a visible record of the relationship's depth.
2026: Business Succession Planning Begins
Mr. Henderson turns 58 and starts thinking about transitioning the business. The advisor opens the Lifetime Services view and starts the "Business Succession Plan" milestone with subtask decomposition: Phase 1 — Business Valuation (in progress, assigned to S. Miller), Phase 2 — Identify Successor/Buyer, Phase 3 — Legal Documentation, Phase 4 — Transition Timeline, Phase 5 — Key Employee Retention Plan.
Identifying Next Milestones
Looking at the Henderson's lifetime services grid, the advisor notices three services still marked "Not Started" that are becoming relevant: ILIT Setup, Charitable Foundation, and Generational Wealth Transfer. She schedules a planning meeting with the Hendersons to discuss priorities and timeline. The lifetime view turns a reactive conversation into a proactive planning session.
Demonstrating Relationship Depth
When the Hendersons ask "What have you done for us over the years?" the advisor pulls up the Lifetime Services view: 8 milestones completed, 2 in progress, spanning 7 years of the relationship. Combined with the annual service calendar and compliance vault reports, it paints a complete picture of the advisory relationship — from first meeting to succession planning and beyond.
Connected System
Lifetime Services extends
every other feature.
Annual service delivery is one dimension. Lifetime milestones add the multi-year dimension — feeding into relationship scores, compliance reporting, and the complete picture of each client's advisory journey.
Early Access
Map the full arc of
every client relationship.
Be the first to experience Lifetime Services. Early access members get founder pricing, direct product input, and priority onboarding.