For estate attorneys
The digital side of your clients' estate plans, handled personally.
Your clients ask what happens to their Facebook, photos and email. We sit down with them, set it up, and put a written plan in your file.
What your client gets
- A 90-minute guided session on their own devices
- Facebook, Google and Apple legacy settings in place
- Emergency access in a password manager they own
- A written Digital Legacy Plan for the estate file
- Help for their executor after a death
The gap in your current practice
You draft a digital-assets clause. The executor still spends weeks on hold with platform support, often loses access, and sometimes loses everything.
A 90-minute session
On their own devices, we set up Facebook, Google and Apple's legacy settings, and emergency access in a password manager they own.
A plan for your file
A Digital Legacy Plan listing every account, the client's wishes, and steps for the executor. Sent to you if the client agrees.
Help after a death
Two sessions with the executor to carry out the plan, platform by platform.
Why it works with your practice
A complete plan
Your clients get an estate plan without a hole in it.
It fits your file
A written plan that sits naturally beside the will.
No overlap
We handle only the platform mechanics and the executor's practical steps.
No legal advice
Questions of authority and probate stay with you.
Trust posture
What would take a court order without a plan takes an access key with one.
- We never see or store passwords, and never hold account files
- Families get access through the platforms' own settings and a password manager the client owns
- Emergency access has a waiting period a living client can stop
- Errors & omissions insurance in place
- The founder runs every session for the first fifty clients
- If we ever close, nothing breaks: the plan is in your file and the settings live on the platforms
Working together
Refer clients
$50 per client who books
- A clean referral link for your clients
- No quotas, no exclusivity
Include it in your packages
$249 per session, firm price
- Bundle a session into your estate planning fee
- Set your own price to the client
- The plan comes back to you for the file
What clients pay directly
| Session and plan | $299 · $449 for a couple |
| Yearly review | $79 · $119 for a couple |
| Executor support | $299, free for members |
Thirty minutes, and your honest objections
I'll walk you through a session and a sample plan, and hear what would stop you recommending it. If it's not a fit, I want to know why.
Greg Underhill, founder