Service Overview
A comprehensive 2-hour consultation designed to help you take control of your digital life and prepare your digital legacy for your loved ones. This service provides immediate value while establishing a foundation for ongoing digital wellness.
What’s Included in Your 2-Hour Session
Hardware & Account Inventory (30 minutes)
- Document all your devices (computers, tablets, phones, smart home devices)
- Create a master list of your important online accounts (email, banking, social media, subscriptions, cloud storage)
- Identify which devices access which accounts
- Device Account
- Basic assessment of device age and condition
Security Health Check (45 minutes)
- Review password practices and identify weak or duplicate passwords
- Check for two-factor authentication gaps on critical accounts
- Verify email account security settings
- Quick scan for obvious security vulnerabilities
- Provide immediate security recommendations you can implement
- Where are passwords stored
Digital Footprint Assessment (30 minutes)
- Review your online presence across major platforms
- Identify accounts you may have forgotten about
- Assess privacy settings on active social media accounts
- Check what information is publicly visible about you online
Digital Legacy Foundation (15 minutes)
- Explain digital legacy concepts and importance
- Identify your most critical digital assets
- Discuss basic steps for making accounts accessible to beneficiaries
- Provide template for recording essential access information
What You’ll Receive
- Personalized Digital Life Report: Summary of findings and recommendations
- Account Inventory Worksheet: Template to maintain your digital accounts
- Priority Action List: Top 5 security and organization tasks to complete
- Digital Legacy Planning Guide: Next steps for comprehensive legacy preparation
- Follow-up Resource List: Recommended tools and services for ongoing maintenance
What’s NOT Included (Available in Extended Sessions)
- Detailed password manager setup and migration
- Comprehensive privacy settings configuration across all platforms
- Complete digital asset organization and file management
- Legal document preparation for digital inheritance
- Advanced security measures (encrypted storage, secure communication setup)
- Detailed social media account cleanup and optimization
- Cloud storage organization and backup strategy implementation
- Digital decluttering and file organization
- Advanced legacy planning (specific beneficiary access setup, digital executor guidance)
Service Boundaries
- No technical repairs: We identify issues but don’t fix hardware problems
- No software installation: We recommend tools but don’t install or configure complex software
- No financial advice: We identify financial accounts but don’t provide investment or banking advice
- No legal advice: We provide information about digital assets but not legal inheritance guidance
Ideal Outcomes After Your Session
- Clear understanding of your digital landscape
- Immediate security improvements you can make yourself
- Roadmap for organizing your digital life
- Peace of mind about your digital legacy
- Confidence in managing your online presence
- Clear next steps if you want additional help
Follow-Up Options
- Extended Security Session (2 hours): Complete password manager setup and advanced security implementation
- Digital Asset Organization (3 hours): Comprehensive file organization and backup strategy
- Complete Legacy Planning (2-3 hours): Full beneficiary access setup and digital executor preparation
- Ongoing Support Package: Quarterly check-ins and updates