Digital Estate Advisors

Services

Digital readiness support for households, advisors, and business owners.

Prepare for the practical access problems that legal documents alone do not solve. Choose the path that fits your role and risk profile.

Families and individuals

Digital Estate Readiness Kit

Self-guided tools for organizing online accounts, devices, recovery options, and legacy settings.

  • Critical account and device inventory
  • Password manager readiness guidance
  • Trusted-person access documentation
  • Legacy and inactive-account settings review
  • Recovery option and 2FA backup checks
  • Executor and family readiness checklists

Estate planning professionals

Attorney Support & Client Education

Practical frameworks your firm can use to help clients address digital access risks.

  • Attorney-first engagement model
  • Client education and conversation guides
  • Digital access risk frameworks
  • Provider controls and recovery options
  • Premium planning package support
  • Private firm workshops and Q&A

Entrepreneurs and closely held businesses

Business Owner Continuity Review

For clients whose company operations depend on founder-controlled digital access.

  • Founder single-point-of-failure review
  • Domain and email ownership exposure
  • Backup admin access checks
  • Payment platform continuity risks
  • MFA recovery vulnerabilities
  • Key system dependency mapping

How it works

Practical guidance without turning planning into technical support.

Choose the right path

Start with household readiness, professional client education, or business continuity depending on the situation.

Assess practical access risk

We review dependencies across root accounts, devices, recovery settings, administrative roles, and documentation readiness.

Deliver usable recommendations

The output is clear, prioritized, and designed to reduce avoidable burden before access becomes urgent.