Legacy File Session

What you’ll get

• Your Legacy File completed together in one visit — no homework first
• A strong passphrase chosen, and a proper plan for where it lives (sealed envelope, executor)
• An optional printed paper copy for secure storage, such as with your will
• Copies of the encrypted file saved safely (USB stick, computer, family member)
• We test it together so you know your family could really open it
• Plain-English guidance on what to record — and what never to write down

Ideal if...

• You know your family would be left guessing if something happened to you
• You started the free Legacy File tool but want a hand finishing it
• You’d rather do this with a friendly person than a form
• You want to get it properly sorted in around an hour, then off your mind

Not ideal if...

• You need a legal Will written (this is the practical side only — we can point you to local solicitors)
• You want passwords reorganised, lost accounts recovered, or a password manager set up — that’s the Digital Legacy Plan
• You want passwords stored for you (the Legacy File deliberately never contains passwords or PINs)

What I need from you

• An hour of your time and a cup of tea
• A rough idea of your main accounts, policies and where important paperwork lives
• One trusted person who could hold the passphrase (we’ll sort the details together)

Getting started

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

• Have you already tried the free Legacy File tool?
• Who might be the trusted person (first name only) to hold the passphrase?

You can provide these details when you enquire here.

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