Digital Legacy Montage

SUSAN’S STORY: If you suddenly had to take over for a loved one, would you even know whom to contact to get the documents you need?

Susan shared with me her story about her father:  He began to have a steady decline in his mental health and sadly, it was not apparent until it was too late.  As Susan took over care for her father, she was quickly overwhelmed with the magnitude of work.  She did not know her father’s financial picture, where he banked, account numbers, investments, what type of insurance he owned or did not own, the contact information for his healthcare provider, clergy contact and more.

Susan had to take a leave of absence from her job to shift through the stacks of paper she could find and search for key documents she needed to manage her father’s care.  It took months and required forwarding of his mail to determine much of the information.

Susan has now taken steps to organize her personal legacy for her family by creating a Digital Legacy.  Should something unexpected occur in her life, she has peace of mind knowing her loved ones have an organized resource to easily manage what needs to be done.


Go Paperless with Your Digital Legacy! A Digital Legacy is your virtual, secure, safe deposit box. It contains your key information, wishes and life documents in a centralized online portal. This is your tool for managing all your life documents, leaving your legacy organized for your heirs. I’m offering a 10% discount for any bookings confirmed by August 30, 2018. Contact me via phone at 925-206-0103 or by email to schedule your digital legacy appointment today.