Annual Legacy Refresh

What you’ll get

• The file updated with new accounts, policies, devices and wishes
• A check that your trusted person and passphrase arrangement are still right
• Old copies replaced so nobody finds a stale version
• Apple Legacy Contact, Google Inactive Account Manager and password-manager emergency access checked, where set up
• Confirmation the file itself still opens correctly
• The yearly nudge handled by us: we get in touch when it’s due

Ideal if...

• You have a Legacy File (made with us or with the free tool)
• It’s been a year, or something big has changed: house move, new bank, bereavement, new grandchild
• You want the yearly nudge handled for you

Not ideal if...

• You haven’t made a Legacy File yet (start with the free tool or a £49 session)
• Nothing has changed and it’s been less than a year
• You want legal changes to your Will

What I need from you

• Your current Legacy File (or where it’s saved)
• Your passphrase to hand, which we never keep

Getting started

To make sure this is the right fit, I'll ask a few quick questions:

• Which devices are involved?
• What has changed since the last plan/review? (new phone, new accounts, password changes)
• Are you using a password manager now?

You can provide these details when you enquire here.

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