Loading the continuity plan
What happens to the business if you die, cannot manage it, or decide to hand it on — and exactly where Orion's part of that ends.
Marisol Vega can view the operating dashboard, schedule staff, contact vendors, and 5 more. 1 more capability is prepared but waiting on an outside institution.
Decide what this period is for and when it ends. Preparation periods are never open-ended.
Six stages · 7 of 7 conditions met
Bypass opens Orion permissions the owner authorized in advance and prepares a transition. It does not transfer ownership, add bank signatories, move licenses, or create legal authority of any kind. Authority comes from the operating agreement, a court appointment, or instruments prepared with your attorney — see docs/bypass-research.md.
Establishing what happened and establishing who may run or sell the company are separate questions. Orion never merges them.
| Question | Where it stands | Status |
|---|---|---|
| Temporarily unable to manage business affairs established | Verified evidence from an accepted issuer supports the event. | Established |
| Authority to manage the business | Power of attorney verified — this governs who may act, not the event. | Established |
| Authority to transfer ownership | Established only by documents executed outside Orion, with counsel. Orion never grants it. | Not established |
| Meridian Payroll — authorize Marisol Vega to submit payroll for approval | Requested. Typically 5–10 business days. | Not established |
| Pasadena Community Bank — recognize the agent under the durable power of attorney | In review. Typically 2–4 weeks. | Not established |
| California ABC — report the change in day-to-day control of the beer and wine license | Not started. Typically report within 10 days of the change; a transfer proceeds as a new application. | Not established |
Only the minimum needed to decide. Orion does not request or store a diagnosis, treatment notes, or any clinical record.
| Document | Issuer and dates | Status |
|---|---|---|
| Capacity attestationIllustrative mock — not verified against any registryCannot manage business affairs at present. Reassessment expected 11 August 2026. No diagnosis, treatment or prognosis recorded. | Dr. Anne WhitcombLicensed physician · CaliforniaIssued 2026-07-28 · review by 2026-08-11 | Verified |
| Power of attorneyIllustrative mock — not verified against any registryDurable financial power of attorney. Agent: Rafael Ruiz. Springs on the written determination of one licensed physician. Does not cover health care decisions. | Kim & AssociatesAttorney · CaliforniaIssued 2024-03-14 | Verified |
Confirmers attest to what they observed, disclose what they stand to gain, and can always abstain.
| Person | What they gain | Decision |
|---|---|---|
| Rafael RuizFamily or loved one | Stands to inherit | ConfirmedCounted. |
| Nora KimLegal representative | Paid advisor to the business | ConfirmedCounted. |
| Amanda ColeIndependent professional | No financial interest disclosed | ConfirmedCounted. |
| Marisol VegaTrusted operator | Proposed interim operator | AbstainedAbstained. Abstention is always available and is never penalised. |
A private concern is seen only by the reviewer and never by the other confirmers. Abstaining is always available and is never held against you.
Each capability is decided on its own. There is no switch that opens all of them.
| What the person can do | Status |
|---|---|
| Marisol Vega can view the operating dashboard without you.View the operating dashboard · ends 2026-08-27 | Enabled in Orion |
| Marisol Vega can schedule staff without you.Schedule staff · ends 2026-08-27 | Enabled in Orion |
| Marisol Vega can contact vendors without you.Contact vendors · ends 2026-08-27 | Enabled in Orion |
| Marisol Vega can run opening and closing procedures without you.Run opening and closing procedures · ends 2026-08-27 | Enabled in Orion |
| Marisol Vega can respond to routine customers without you.Respond to routine customers · ends 2026-08-27 | Enabled in Orion |
| Marisol Vega can approve refunds up to $500 without you.Approve refunds · ends 2026-08-27 | Enabled in Orion |
| Marisol Vega can view selected documents without you.View selected documents · ends 2026-08-27 | Enabled in Orion |
| Marisol Vega can prepare payroll without you.Prepare payroll · ends 2026-08-27 | Enabled in Orion |
| What the person can do | Status |
|---|---|
| Marisol Vega can prepare this, but cannot complete it until Meridian Payroll authorizes their side.Submit payroll for authorized approval · ends 2026-08-27 | Pending outside authorization |
Access inside Orion is not authority outside it. Banks, payroll providers, landlords, insurers and licensing boards each run their own authorization process, and a license transfer can be refused on the successor’s own qualification.
A preparation period has an objective, a lead, and an end date. It is never open-ended.
No transition objective has been set. This case is temporary operation only, and it ends on 2026-08-27.
Setting an objective opens document, diligence and approval tracking. It does not change ownership and it does not extend anyone’s access.
Everything standing between this case and the outcome it is preparing for.
| Blocker | Owner | Next step |
|---|---|---|
| Meridian Payroll: Provider requires its own agent certification form, notarized. The statutory power of attorney alone was not accepted.Authorize Marisol Vega to submit payroll for approval | Legal contact | |
| Pasadena Community Bank: Bank legal review in progress; a bank-specific POA form was requested.Recognize the agent under the durable power of attorney | Legal contact | |
| California ABC: Nobody has been assigned to file the report.Report the change in day-to-day control of the beer and wine license | Legal contact |
Every consequential action, including the ones Orion refused.
| When | Who | What |
|---|---|---|
| 2026-08-0114:22 | Marisol VegaManual · web · Pasadena, CA | Approved a $120 refundWholesale order cancelled by the customer; within the $500 ceiling. |
| 2026-07-2909:30 | Nora KimManual · web · security key · Pasadena, CA | Approve limited activationAttestation verified, instrument confirmed, three independent confirmation classes in, no dispute. |
| 2026-07-2910:05 | OrionAutomated · scheduled evaluation | Send to reviewRequired confirmation classes satisfied with independence. |
| 2026-07-2909:06 | Nora KimManual · web · Los Angeles, CA | Open confirmationsCapacity statement verified; issuer is an accepted class for this event. |
| 2026-07-2807:40 | Rafael RuizManual · mobile · Pasadena, CA | Report an eventReported that Dana cannot manage business affairs. No access changed. |
Prototype: audit records are held in memory and evidence verification is a deterministic mock. Immutable storage, signed policy versions and real issuer verification are named as unresolved in docs/bypass-security-model.md.