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Best for: Planning ahead, peace of mind, supporting aging parents
A Digital Legacy Snapshot is a simple, written overview of important digital accounts and contacts, so nothing important is confusing or missed later.
Includes:
Two guided sessions (sixty minutes each)
Identification of key digital accounts and contacts
Clear notes on where important information lives
Client keeps all records
What this is not:
No passwords stored. No legal or estate advice.
Outcome:
Clarity, preparedness, and reassurance, without complexity.
Best for: Planning ahead, peace of mind, supporting aging parents
A Digital Legacy Snapshot is a simple, written overview of important digital accounts and contacts, so nothing important is confusing or missed later.
Includes:
Two guided sessions (sixty minutes each)
Identification of key digital accounts and contacts
Clear notes on where important information lives
Client keeps all records
What this is not:
No passwords stored. No legal or estate advice.
Outcome:
Clarity, preparedness, and reassurance, without complexity.