Digital Legacy Planning

A full digital estate plan: account inventory, a digital wishes document, guidance on your will’s digital assets clause, and an executor briefing.

⏱ 2 hours€250

What to expect

A longer working session where we build your full digital estate plan together, rather than you piecing it together alone from the guide. We go account by account (what it is, what should happen to it, who should get access) and turn that into documents your executor and solicitor can actually use.

You'll come away with more than notes: a drafted Digital Wishes document, a briefing your digital executor can follow without guessing, and clear guidance on the clause to bring to your solicitor.

How it works

1Book a slot below. Beforehand, you'll get a short intake form to list the accounts and assets you already know about, which saves time on the call itself.
2We work through your full digital estate together in the 2-hour session: accounts, wishes, passwords access, and your executor's role.
3You receive a drafted Digital Wishes document, an executor briefing document, and written guidance on the digital assets clause for your solicitor.

This is good for you if…

→You're ready to properly sort this, not just start it
→Your digital estate is more than a few accounts: multiple platforms, crypto, a business, or shared family accounts
→You want a document ready to hand directly to your solicitor and executor

What's included

Complete account inventory, built together
Digital wishes document, drafted with you
Guidance on adding a digital assets clause to your will
A briefing document for your digital executor

Book your session

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