PILLAR 01
Digital Life
Tap to see what it holds
- Cloud Storage and online accounts
- Devices, password manager and recovery
- Email, subscriptions and online presence
Start with the Blueprint. Then the real work begins.
The Blueprint Session identifies your gaps and creates a 72-hour action plan. If you continue, we organize your information and build the Manual with you.
The goal is a usable manual, not a pile of paperwork.
We put the accounts, records, people to call, and instructions nobody thinks to write down in an order someone else can actually use.
What happens after the Blueprint Session
01
Agreement, authorization, and payment
You receive and sign the Client Services Agreement and the Digital Setup and Continuity Authorization. Payment is completed, and the engagement moves from planning into the build.
02
We set up the secure working system
We set up secure communications and storage together, including a password manager. You'll know where the working materials live and how to access them.
03
Your Secure Drive gets the working materials
Your working materials and checklists are placed in the secure drive, giving you a clear starting point for gathering records.
04
The Client Portal is activated
You are enrolled in the Client Portal, Craig walks you through it, and the next working session is scheduled. The portal gives you a place to see the Manual develop chapter by chapter.
05
We verify the access structure
We verify that you can access the tools you need. The Manual points to where credentials live without storing passwords in the document.
06
We start with Digital Life and Emergency & Successor Orientation
The first two chapters establish the digital map and immediate successor instructions, including emergency contacts and the first 48 hours. The Quick Reference and Successor Roadmap guide the first actions.
The first two chapters set the foundation
Chapter 1: Digital Life
Digital Life is a high-level map of the digital systems your life depends on. It covers the operational role of each system, the authority structure around it, where recovery information is located, and what happens when someone else has to take over.
- Cloud Storage
- Communication & Messaging
- Devices & Operating Systems
- Digital Financial Accounts
- Password Manager
- Primary E-Mail
- Subscriptions & Renewals
- 2FA & Recovery Codes
- Online Presence
- What the account is for, in plain words
- Who controls it and where recovery lives
- What the successor should and shouldn't do
Chapter 2: Emergency & Successor Orientation
This chapter identifies who acts first, where their authority is documented and what to do in the first 48 hours.
- Emergency Contacts
- First 48-Hours Plan
- Child Care & Dependents
It works with the Quick Reference, Legal Documents in Force and Successor Roadmap.
- Who to call first, and when
- Where the key documents are held
- The very first thing to do
Then the rest of the Manual gets built
Every session after the foundation builds another chapter. The work stays structured, the draft is reviewed as it develops, and the password manager and Secure Drive are checked rather than assumed. Personal covers six chapters. Business adds Business Continuity and covers all seven.
What a successor actually gets
The finished Manual gives a successor an organized map of what exists, where to find it, who matters, what happens first, and where to look next. It does not become a password dump. The Manual identifies the password manager and the high-level access path while keeping private credentials out of the document.
The Successor Roadmap provides additional direction for the first 48 hours, the first week, and coordination with the appropriate professional advisers. It does not grant legal authority. Legal authority still comes from properly executed legal instruments.
- Why it exists: no guessing
- The first 24 hours, step by step
- Days 2 through 7
See the actual pages
These sample pages show the cover, quick reference, Successor Roadmap, chapter content and Business Continuity. Outdated table-of-contents previews have been withdrawn while the seven-pillar samples are updated.
Life Manual Cover
The finished Manual begins with a clear reference point.
Quick Reference
A fast way to orient the person who has to step in.
Successor Roadmap
Direction for the person who has to move from uncertainty to action.
Inside a Chapter
A closer look at how information is organized inside the Manual.
Business Continuity
The additional chapter for the Business edition.
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Swipe or use the arrows. Tap any page to see it full size.
Let Your Legacy Echo.
All those everyday details you've spent years keeping straight don't have to live in your head alone. A Life Manual makes the important knowledge easier to share while you're here and easier to follow when you're not.
When the Manual is finished
The final session brings your successor into the room for a walkthrough while you are still available to answer questions. After that walkthrough, you have 72 hours to review the finished work and fix anything that still needs attention.
After the review period, the working material is removed from the portal under the No-Retention Protocol. The Manual remains yours. When life changes enough to matter, an Annual Review can bring it back up to date.
The Life Manual sits beside your legal and professional planning.
It organizes practical information and provides operational direction. It does not replace a will, trust, power of attorney, attorney, accountant, financial professional, or other adviser. Where legal authority or professional advice is required, the Manual points the successor toward the appropriate records and people.