Prepare a digital footprint will

Set up standard methods to pass your digital accounts to your beneficiaries, alongside your actual will

Prepare a way to pass on your digital accounts and passwords for your loved ones.

Price:

150

Who's it For?

People preparing their legal will / estate plan

Sessions

For a flat price, you get as many sessions (up to 5) as required to meet the goal. Sessions can be as short as 30 minutes to as long as 90, depending on the needs.

For a flat price, you get 3 sessions, which can vary in length between 30-90 minutes based on scheduling. We'll identify two key achievable goals, as well as other future goals. Then work on them together!

Average number of sessions for this pack:

Tasks we'll accomplish in this pack

Mental Prep

Pre-work review: We'll discuss a podcast episode about the novelty of managing your digital footprint and preparing for what happens next
Talking about your eventual death isn't easy, so we take it slow and have an ice breaker to get us in the right frame of mind

Identifying

We'll assess your state of affairs when it comes to your digital accounts and profiles. Sometimes, it's helpful to pair this session pack with the Password Manager Setup pack
Identify how costly you want the upkeep to be on your digital will, in both time and money, because while we'll set things, up, you evolving digital life, means you'll need to revisit it

Doing

Configure Google, Microsoft, and Apple's standard protocols for passing along accounts
Create a secure list of accounts or use password management tools to collect your key credentials for passing along
Create physical documents for instructions to will executors
Provide insights on how to add instructions in official legal will documents

Problems this pack addresses:

What can you expect in this pack?

Upfront, clear expectation-setting on what we can accomplish.

Mental prep will help you get in the mode for dealing with your passwords

Key actions are completed as shared-screen activities. You will never share access to sensitive info.

Sessions will be tailored, defining what we aim to accomplish in the first session

After the first session, we’ll set an expectation on number of total sessions needed to complete the pack.

Wayshaping never records or has access to secure information.

During sessions, you will never give us access to your passwords, login credentials, Social Security numbers or any other sensitive information. We never do secure tasks on behalf either; we simply guide you as you take key actions. Sessions are never recorded and neither party will be allowed to secure any session.

Wayshaping never records or has access to private health information.

During sessions, you will never give us access to your health records, medical login credentials, Social Security numbers or any other sensitive information. You may share however much you wish about your medical situation, but none of it will be documented. Sessions are never recorded and neither party will be allowed to secure any session.

Frequently asked questions about this pack

No items found.

Important information

Wayshaping is a media and personal services business, based in Philadelphia, PA. Trademark pending.

By using this property, you agree to the Terms of Service and Privacy Notice.

Wayshaping is not a financial service provider and does not provide investment advice, tax advice, or financial planning, of any kind. Wayshaping is not an insurance broker. All information related to investing, personal finance, insurance, or banking is for educational purposes only.

Wayshaping assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in a third-party website, to which a published article links (a “linked website”). It is your responsibility to evaluate the accuracy and completeness of any information available on a linked website. All products, services, and content obtained from a linked website are provided “as is” without warranty of any kind, including, but not limited to, implied warranties of fitness for a particular purpose, non-infringement, security, or quality.

Wayshaping life admin services are one-on-one coaching services where educational information is shared with participating clients. The services are a partnership between Wayshaping and the client to maximize personal potential. All actions taken are the sole responsibility of the client. Services do not constitute or include: investment advice, insurance recommendations, tax advice, medical advice, psychotherapy, or financial planning.

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