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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.

Also consider

Not sure?

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