Digital Asset Legacy Review
Practical guidance. Specialist support. Actionable next steps.
A practical review to help ensure your digital assets can be found, understood and passed on with confidence.
Practical, jargon-free guidance
Specialist digital asset support
Written summary with recommended next steps
Independent, client-focused approach.
Introduction
Book Your Digital Asset Legacy Review
Digital Asset Legacy Review — £145
What You'll Receive
A written summary of your current arrangements
Practical recommendations tailored to your situation
A prioritised action plan
Greater confidence that your digital assets can be found, accessed and managed when needed
(We'll only recommend the review if we genuinely believe it will add value to your situation).
Independent, practical guidance focused on what is right for you.
If you're unsure whether your current arrangements would work when they're needed most, start with a free 30-minute consultation.
We'll discuss your situation, answer your questions and explain how the review can help before you decide whether to proceed
Digital assets are only valuable if the right people can identify, locate and access them when the time comes.
Many people have organised investments, exchange accounts and hardware wallets, but have never reviewed whether those assets could actually be recovered if they became seriously ill or died.
The Digital Asset Legacy Review is a practical one-to-one consultation that helps identify gaps, improve access arrangements and highlight the practical issues that can prevent digital assets being recovered when they're needed most.
Rather than focusing on legal products, we focus on practical readiness.
Together we'll review areas such as:
where your digital assets are held
how they could be identified
whether appropriate access arrangements exist
potential risks that could prevent recovery
practical steps that could improve your digital legacy
We complement traditional estate planning by focusing on the practical arrangements that help ensure your digital assets can be found, accessed and managed when they're needed most.
How It Works
Step 1: Get Started - Free Initial Consultation
(30 minutes)
A relaxed conversation to understand your current digital assets, your concerns and whether a Digital Asset Legacy Review is the right service for you.
Step 2: Digital Asset Legacy Review
A structured one-to-one consultation focused on the practical aspects of your digital legacy, including:
Identifying your digital assets
Reviewing whether the right people locate and access them when needed
Highlighting practical risks or gaps
Discussing ways to improve your digital legacy arrangements
Step 3: Written Summary & Clear Next Steps
Following the review, you'll receive a written summary highlighting key observations, practical recommendations and suggested next steps to strengthen your digital asset arrangements.
Who This Review Is For
This review is designed for people who want confidence that their digital assets can be found, accessed and managed when they're needed.
It may be particularly valuable if you"
Hold cryptocurrency across multiple wallets or exchanges.
Have hardware wallets, recovery phrases or digital accounts that others may struggle to locate.
Want fo reduce the risk of assets becoming inaccessible
Want confidence that your family won't struggle to recover your digital assets
Are planning ahead for your family or future executors
Want practical guidance without being sold legal or financial products.
