Digital Estate Planning & Digital Legacy (CC Life Map)
The practical complement to your will.
You’ve made a will. But what happens to your digital accounts, subscriptions, pensions, property details, photographs, and the countless small things only you know about, when the time comes — or if you simply want everything clear and organised?
CC Life Map is a private, one-to-one investigation into your entire financial, digital, and personal life — turned into a single, clear document your trusted people can actually use.
How it works
- We begin with a confidential in‑depth conversation, usually 2–4 hours. I don’t take passwords or control of your accounts – we work alongside each other.
- Over the following days, I investigate, reconcile and verify what we’ve uncovered – looking for gaps, contradictions, missing items, and things you may have forgotten.
- I build a structured Life Map covering: money, property, digital assets, documents, professional advisers, personal wishes, and key contacts.
- We finish with a private walk‑through, leaving you with a single, secure document that complements your will.
This might include
- Digital assets: email, cloud storage, social media and domains
- Devices and how to access them
- Subscriptions, memberships and recurring payments
- Loyalty schemes, digital wallets, online investments and cryptocurrency
- Financial accounts, pensions, investments and insurance policies
- Professional advisers: solicitor, accountant, financial adviser, doctor
- Family contacts and key relationships
- Important documents: passports, birth certificates, deeds, contracts
Useful when
- You know your affairs are scattered and want them properly organised before it’s too late
- People supporting elderly parents in getting their digital and financial life in order
- You’ve had a health scare or life change that made you think seriously about legacy
- You’re the person everyone in your family relies on – and no one else knows where anything is
- You simply want the peace of mind that comes from knowing everything is mapped, verified and clear
Every situation is different — pricing reflects the complexity and scope of the work involved, agreed with you upfront before anything begins.
Discreet. Thorough. On your side.
This is sensitive, personal work, and it’s treated that way — complete confidentiality, no judgment, and clear boundaries around anything that requires a solicitor, accountant, or financial adviser, which I will always flag rather than attempt myself.
Book your private free 10-minute conversation →
Serving Central London and remote clients across the UK.
🔒︎ Concierge Capable is registered with the Information Commissioner’s Office (ICO). Your personal information, photographs, and sensitive documents are handled with strict confidentiality and never uploaded to unknown cloud services or shared with third parties without your explicit consent.