Practical digital-estate planning

Organize your digital life. Prepare people you trust.

Digital Life & Legacy helps individuals and families organize digital accounts, preserve what matters, and leave clear instructions for the people who may need to act someday.

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Why plan now

An estate includes more than property and paperwork.

Email, photographs, cloud storage, subscriptions, social profiles, devices, domains, password managers, and digital assets can remain active long after a person can manage them.

A thoughtful plan helps a trusted person know what exists, where to begin, what should be preserved, and what should be closed. It also reduces the temptation to share passwords or improvise during a difficult time.

Services

A clear plan, built at your pace.

Each engagement can stand alone or become part of a larger family plan.

Digital Life Inventory

Identify the accounts, devices, subscriptions, records, and digital property that someone may eventually need to address.

Legacy Decisions Plan

Record what should be preserved, transferred, memorialized, archived, or deleted, along with the people responsible.

Executor Readiness Review

Turn scattered knowledge into a practical roadmap that a trusted person can follow without pretending to be you online.

Family Planning Session

Bring the right people into the conversation, clarify roles, and surface questions to coordinate with an estate attorney.

How it works

Private, practical, and understandable.

1

Talk

We begin with your priorities, family situation, and existing estate plan.
2

Organize

We work through plain-language templates without asking you to hand over passwords.
3

Take control

You leave with your records, next steps, and questions for your attorney or executor.

Privacy by design

Your digital life should remain yours.

Digital Life & Legacy is designed around in-person guidance, client-controlled records, and minimal data collection.

No client portal or document upload
No passwords collected by the consultant
No advertising trackers or website analytics
Working records can remain on client-controlled encrypted removable media

Digital Life & Legacy provides education, organization, and planning support. It does not provide legal, tax, financial, or cybersecurity advice. Final documents and access decisions should be coordinated with the appropriate professional advisors.

Website privacy statement

This privacy statement explains how we collect, use, and protect your personal information. We are committed to ensuring your privacy.

We may collect information such as your name and email address when you interact with our site and request a consultation. This information is used to provide services, communicate with you, and improve your experience. We take appropriate measures to safeguard your data and do not share it with third parties without your consent, except as required by law.

View the full privacy policy

Common questions

You do not need to have everything figured out.

Do I need to share my passwords?

No. The work focuses on identifying accounts, documenting wishes, and setting up appropriate access methods. You keep control of credentials and enter them yourself when needed.

Is this a replacement for an estate attorney?

No. Digital Life & Legacy helps you prepare and organize the digital side of your life so you can have a more useful conversation with your attorney and the people you trust.

What should I bring to a first meeting?

Bring your questions and a general sense of the devices and online services you use. You do not need to bring passwords, account statements, or a completed inventory.

Start here

Make the first conversation easier.

If you are thinking about your own digital estate, helping a parent, or preparing to serve as an executor, get in touch to discuss what would be useful.

Email Ross Foard