Digital Legacy Planning
Secure Your Digital Legacy
In today's digital age, securing your digital assets is more crucial than ever.
By creating a comprehensive Legacy Plan, you ensure a seamless transition and significantly reduce the burden on your loved ones.
What's In the Legacy Guide?
The guide features 20 pages covering topics such as:
- Organizing Your Legacy in 3 easy steps
- Recommended Resources & Tips
- Additional Support & more
Our guide is packed with actionable insights to help you navigate this important aspect of modern life with ease and confidence.
Legacy Planning FAQ's
Legacy planning involves the organization of your online
presence and managing your digital assets in preparation
of incapacitation or an untimely death.
Digital Assets include items such as email accounts, social media profiles, online banking, investments in cryptocurrencies, and digital photo collections.
Securing your digital assets ensures a seamless transition and reduces the burden on loved ones. Creating a legacy plan can help your loved ones and executor better manage your estate. It's important to plan for your digital footprint to prevent any financial or sentimental losses.
Join the Waitlist today for early access to the
Legacy Planning services.
What are your Legacy Planning Services?
These are easy-to-follow guides to help you secure and pass on your digital assets seamlessly.
Topics Include:
- Our Identity Checklist to help you organize 30+ identity cards and forms
- Our Health Guides including a list of family health history, and help with medication organization.
- Our Moving Guide which helps you to inventory your home in the event of a move, downsize or insurance records and more!
A personalized, 1-hour virtual consultation designed to assess your unique situation and digital legacy needs. After our session, you'll receive a detailed, step-by-step action plan customized for you or your family.
A premium, high-touch service offering personalized, in-person support from Jasmine. This package includes all the checklists, a virtual consultation, and a customized action plan for your approval.
Once approved, we’ll create a schedule of in-person meetings tailored to the scale of your project.
A deposit will be required to secure your spot. DFW only. Virtual Options will be available for clients outside of DFW.
Our Latest Checklist is NOW AVAILABLE!
Join the Waitlist below!
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only.