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Digital Legacy Annual Review

£49

Keep your digital legacy plan up to date with an annual check-in.

What you’ll get

  • Updated plan with new passwords/accounts
  • Verification that access methods still work
  • Peace of mind for another year
  • Calm, plain-English support from start to finish
  • Clear explanation of what changed and why
  • Practical tips to keep things stable afterward

Ideal if...

  • You already have a legacy plan with us
  • You've changed your main passwords
  • You've bought new devices or opened new accounts

Not ideal if...

  • You haven't done the initial plan yet
  • Nothing has changed since last year
  • You want legal changes to your Will

What I need from you

  • Your current plan document
  • List of changes made this year

Booking Information

Duration Typically 60 minutes
Availability Reply within 24 hours

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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Not sure?

If you’re unsure whether this is the right fit, I'm always happy to chat first. No pressure.