A Digital Life Deserves a Plan, Too
Plan for it before it's urgent.
Document it so someone else can act.
Protect it so nothing gets lost.
Most people now have a digital footprint bigger than their physical one — thousands of photos, years of email, password vaults, subscriptions on autopay, maybe a crypto wallet or a small business website. Almost none of it is written down anywhere.
When someone passes away, becomes incapacitated, or simply wants to get organized, that footprint becomes a maze for whoever is left to handle it — usually a grieving spouse, an overwhelmed adult child, or an executor with no idea where to even start.
My background is in emergency management, accessibility, and IT — fields built around the same question: what happens when the person who usually handles this isn't able to? Digital continuity planning is that same question, applied to your inbox, your photos, and your online life.
Organized, Not Overwhelming
A clear inventory and instructions document — written so a non-technical family member or executor can actually follow it.
Privacy by Design
I never access your accounts without authorization and never need your passwords to do this work. You stay in control of your own credentials.
Works With Your Legal Plan
Built to complement — not replace — your will, trust, and power of attorney. I coordinate with your attorney or executor, not around them.
Your Digital Estate, In One Place
A digital estate is everything you own, access, or maintain online. Most of it has never been inventoried by anyone — including you.
Email & Communication
Inventory of email accounts, forwarding rules, and what needs to be preserved, archived, or closed.
CoreSocial Media Profiles
Memorialization, legacy contact setup, archiving, or removal — handled according to each platform's actual policy.
CoreCloud Storage & Files
Organizing Drive, OneDrive, iCloud, and photo/video libraries so what matters is easy to find and easy to hand off.
CorePassword Manager Setup
1Password or Bitwarden setup, organization, and an emergency-access plan — without ever needing your master password.
CoreSubscriptions & Payments
Identify recurring charges, online banking and payment accounts, and what should be cancelled, transferred, or kept active.
CoreDomains, Sites & Business Accounts
Renewal tracking, ownership records, and continuity plans for personal sites, small business tools, and registered domains.
Add-onCryptocurrency Wallets
Documentation of wallet locations, exchange accounts, and recovery information — never your private keys or seed phrases.
Add-onDigital Documents & Smart Devices
Organizing scanned records, e-signatures, and home/smart-device accounts so they aren't orphaned when access changes.
Add-onThree Ways to Get Started
Most clients start with one of these. Packages can be combined or scoped to a specific need during your discovery call.
Digital Estate Cleanup
For anyone who wants to know exactly what they have, online, right now.
- Full inventory of accounts, subscriptions, and services
- Organization of files, photos, and cloud storage
- Identification of unused or forgotten subscriptions
- A single, plain-language digital asset list you keep
Legacy Setup
For people who want a real plan in place — not just a list.
- Password manager setup & organization (1Password or Bitwarden)
- Emergency access plan for a trusted person or executor
- A written digital instructions document, kept current
- Coordination with your attorney or estate documents
After-Life Digital Assistance
For executors and families handling a loved one's accounts now.
- Help locating and cataloging existing accounts
- Guided closure of unused or unwanted accounts
- Archiving of photos, messages, and digital memories
- Removal of unwanted public profiles, where authorized
How This Works
A structured, low-friction process — built the same way I'd design any continuity plan: clear steps, no single point of failure.
Discovery Call
A 15-minute conversation to understand your situation — planning ahead, supporting a family member, or settling an estate — and confirm fit.
Inventory & Assessment
Together we map what exists: accounts, devices, subscriptions, and files. You control your own logins at every step.
Organize & Document
I build the asset list, access plan, or instructions document — written so anyone you trust can actually use it later.
Deliver & Review
You receive the finished materials in plain language, with an optional annual check-in to keep everything current.
Built for Real Situations, Not Hypotheticals
This work is best suited for people who:
- Are getting their own affairs in order, ahead of time, for their own peace of mind
- Are caring for an aging parent or family member with a growing pile of online accounts
- Have been named executor or trustee and don't know where a loved one's digital life lives
- Run a small business or personal brand and need a continuity plan for domains and accounts
- Were referred by an attorney or financial advisor handling the rest of the estate
Clear Boundaries, On Purpose
Digital estate work touches sensitive accounts and legal territory. I keep firm lines so you always know exactly what you're getting — and what you're not.
What I Don't Do
- Access your accounts without your explicit, documented authorization
- Log in as you or pretend to be the account owner
- Provide legal advice — I'm not an attorney and don't draft wills, trusts, or powers of attorney
- Ask for or store your master passwords or seed phrases
Who I Work Alongside
- Executors and trustees handling a loved one's estate
- Families navigating loss or a major life transition
- Estate attorneys, for the digital piece of the plan
- Financial professionals coordinating the broader estate
Many states base digital-asset access rules on the Uniform Law Commission's Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA). I structure planning documents with that framework in mind, but always recommend confirming specifics with your attorney.
Background That Backs This Up
This work draws directly on existing training in cybersecurity, privacy, and accessibility — plus credentials currently in progress.
Common Questions
Do you need my passwords to do this work?
No. For planning engagements, you stay in control of your own credentials — I help you set up and organize a password manager, but I don't need to log into your accounts. For executor support after a death, I only act with documented legal authorization.
Is this a substitute for a will or estate plan?
No. This work organizes and documents your digital accounts and access — it doesn't replace a will, trust, or power of attorney. I work alongside your attorney, or can point you toward one if you don't have an estate plan in place yet.
What is RUFADAA and why does it matter?
It's the legal framework many states use to govern who can access a deceased or incapacitated person's online accounts. It affects what an executor can actually do without a court order, which is why digital estate planning should align with it from the start.
I'm an executor and don't know where to start. Can you help?
Yes — that's exactly what After-Life Digital Assistance is for. I help you locate accounts from whatever records exist, work through closures and archiving, and document everything as we go so nothing gets missed.
How long does a typical engagement take?
A Digital Estate Cleanup or Legacy Setup usually runs one to three sessions over a couple of weeks. After-Life Digital Assistance varies more, depending on how many accounts and how much documentation already exists.
What happens to my information after the engagement ends?
You keep the asset list and instructions document — that's the point. I don't retain copies of your account inventory or credentials beyond what's needed to deliver the engagement.