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Digital Legacy Concierge
Personalized guidance to help organize your digital life, protect your privacy, and make things easier for the people you care about.
One Day, Someone Else May Need to Manage Your Digital Life.
Every year, more of our lives move online.
Email.
Banking.
Photos.
Cloud storage.
Subscriptions.
Social media.
Important documents.
Passwords.
For many people, these digital assets become just as important as the things they own in the physical world.
Yet very few people have a clear plan for what should happen to those accounts if they become unable to manage them themselves.
Without preparation, loved ones are often left searching through devices, recovering passwords, cancelling subscriptions, locating important documents, and trying to understand what exists—all during an already difficult time.
Digital Legacy Concierge helps you organize your digital life, document what matters, reduce unnecessary complexity, and create a practical plan that gives both you and your family greater clarity and peace of mind.
Who This Service Is For
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Seniors planning ahead
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Individuals preparing or updating an estate plan
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Parents wanting to simplify things for their families
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Business owners with digital assets
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Anyone managing numerous online accounts
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Individuals who simply want their affairs to be organized
What We'll Cover
During your 60-minute consultation, we'll:
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Create an inventory of your important digital assets and accounts
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Identify accounts that should be organized, updated, or removed
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Discuss secure methods for storing passwords and important information
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Review legacy settings available through major online services
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Develop instructions for trusted family members or executors
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Organize subscriptions, financial accounts, cloud storage, and important records
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Discuss privacy considerations and sensitive information
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Identify opportunities to simplify your digital life
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Build a practical digital legacy plan tailored to your situation
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Answer questions specific to your circumstances
Included Resources
You'll also receive access to the Digital Legacy Resource Library, including:
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Digital Legacy Planning Guides
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Educational how to videos
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Organization Worksheets
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Digital Asset Inventory Templates
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Privacy & Security Resources
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Future updates
Your Personalized Blueprint
Following your consultation, you'll receive a customized action report outlining:
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Digital asset inventory recommendations
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Priority actions
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Organization recommendations
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Legacy planning opportunities
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Privacy recommendations
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Personalized implementation roadmap
Speak To A Real Person
Choose whichever communication method you're most comfortable with:
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Phone Call
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Zoom
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Google Meet
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Microsoft Teams
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Email
We'll accommodate whatever works best for you.
Private. Flexible. Judgment-free.