Our Services
Providing a clear, secure, and enduring framework for the management of complex digital estates.
The Digital Legacy Audit & Plan
Our foundational service is a comprehensive, five-phase engagement designed to create a complete and actionable plan for your digital estate. We work closely with clients and their professional advisors to ensure every asset is identified, secured, and has a clear plan for succession.
Onboarding
We begin with an introductory call to understand your needs and formalize our engagement.
Discovery & Analysis
We conduct a thorough interview and perform a deep analysis to create a complete inventory of all digital assets.
Planning Workshop
We hold a collaborative session to define your specific wishes for each asset, for both incapacity and death.
Implementation
We provide hands-on guidance to set up secure systems, including password managers and legacy tools.
Final Delivery
We deliver the final, comprehensive ‘Master Plan’ to you and your professional team for final approval.
The result is a complete, professional, and actionable plan that provides total peace of mind.
The Annual Guardian Service
A digital estate is a living entity. To ensure your plan never becomes outdated, we offer our ongoing retainer service for complete peace of mind.
Annual Plan Review
We conduct an annual review session to update your plan with any new accounts, assets, or changes in your wishes.
Proactive Security Updates
We keep you informed of new security best practices and help you implement them to ensure your assets remain protected.
Fiduciary Onboarding
We can meet with your designated fiduciaries to ensure they understand the plan and their future responsibilities.