Digital Legacy Planning and Setup
Protect Your Digital Life—For the People Who Matter Most.
What’s included
- Inventory and organization of important digital assets (files, photos, accounts)
- Setup of secure digital legacy tools (e.g., Google Inactive Account Manager, Apple Legacy Contacts)
- Help choosing and documenting trusted contacts or account heirs
- Password and account access strategy (without sharing sensitive info directly)
- Recommendations for backup and preservation of meaningful content
- Optional cloud storage setup for photo and document archiving
- Printed or digital summary of your digital legacy plan
- Guidance on future updates and best practices
Who this is for
- Anyone who wants loved ones to be able to access their important digital content
- People managing estates or planning ahead for the unexpected
- Users who want a simple, secure way to prepare their digital life
How it works
Step 1: Book your legacy session
Choose a time that works for you—we’ll meet at your home or online.
Step 2: We review and plan together
We’ll walk you through the key areas of your digital life and help you create a clear plan.
Step 3: You get peace of mind
We’ll provide a helpful summary and make sure your plan is documented and ready to share.
Digital Legacy Planning and Setup – $139
Includes secure setup, planning, and a personalized digital legacy roadmap
Frequently Asked Questions
Q: What is digital legacy planning?
A: It’s the process of organizing and securing your digital accounts, files, and memories so they can be passed on or preserved in the event of illness, incapacity, or death.
Q: What do you help me organize?
A: We’ll help you identify and prepare access to essential items like photos, documents, cloud accounts, email, social media, device access, and more—based on what matters most to you.
Q: Is this secure? I don’t want to share my passwords.
A: Absolutely. We never ask for or store your passwords. Instead, we guide you in creating a system that lets a trusted person access your digital life when needed, using tools provided by major platforms.
Q: Do I need to use Google or Apple services?
A: Not necessarily. We support a variety of platforms, but Google and Apple both offer helpful tools that many clients choose to use. We’ll work with whatever services you already have.
Q: How long does the session take?
A: Most appointments take 60 to 75 minutes. Your first 60 minutes are included in the service price. If more time is needed, additional time is billed at our standard hourly rate.
Q: What do I get at the end?
A: We provide a digital or printed summary of your plan, including step-by-step instructions your loved ones can use. You’ll also receive advice on keeping the plan current.
Q: Can this help with estate planning?
A: Yes. While we don’t provide legal advice, many clients use this service alongside estate planning to ensure digital assets aren’t forgotten. We can also coordinate with your attorney if needed.
Q: Do you help families of someone who has already passed?
A: Yes, in some cases. We can help identify accounts, recover files (when possible), and offer guidance on securing or closing digital assets respectfully.
Q: Is this available for couples or families?
A: Definitely. We can include multiple people in a session or schedule back-to-back appointments for partners or family members who want coordinated plans.
Q: Do you offer this service in person?
A: Yes. We offer in-person sessions throughout the Long Beach Metro area and remote appointments for clients anywhere.
