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Phase 1

Business and Personal Digital Estate Audit

Identify what exists, what matters, what's missing, and what would create confusion for your successor, family, staff, advisor, or executor.

What's Covered

Business Systems, Personal Accounts, Full Picture.

Accounts & Access

EmailMicrosoft 365Apple ID GoogleBanking portalsSubscriptions Social mediaCloud storage

Devices

ComputersPhonesTablets External drivesNAS unitsBackup devices

Digital Assets

Family photosScanned recordsDocuments WebsitesDomainsBusiness files
What We Find

Where the Risk Really Hides

Missing Docs No record of what an account is for or what should happen to it. ! Recovery Gaps Missing MFA backup, locked devices, broken recovery email paths. ? Executor Risk Tasks that would be delayed or impossible without clear access. ✓
Deliverables

What You Get at the End

Digital Risk Summary

Plain-English summary of your main digital risks and where confusion is most likely to happen.

Priority Action List

What to document, secure, or preserve first — ranked by risk and impact.

Recommended Next Step

A clear recommendation on whether to stop at the audit or move forward into Executor Setup.

$500–$750
Personal Audit
Starting price · Business audits from $750
Book an Audit