UFADAA-aligned digital estate support: white-labeled for your firm.
From custodian requests and evidence packs to export curation and account closure, we reduce staff lift and turnaround risk while creating new client value. Your brand, our workflow.
UFADAA-ready intake, drafts, and status tracking.
Accelerate Probate Administration
We handle platform requests, records retrieval, and account closures so your team spends time on legal work - not chasing logins. Designed to reduce digital bottlenecks across the 9–18-month probate timeline.
Reduce Risk & Stay Compliant
RUFADAA aligned workflows: we proceed only with proper authority (letters, POA, or court order), use platform “online tools,” and never request passwords minimizing ToS and ECPA exposure for your firm.
Billable Service, Estate Reimbursable Costs
Offer digital asset administration as an add-on or pass-through. Start helping clients today with their digital legacy planning and generate new revenue before estate settlements.
Differentiate Your Practice
White-labelable, modern estate workflows that map to court steps (open → administer → close) and common filings delivering visibly better client outcomes and referrals.
White-Label Digital Estate Services
Expand your practice with comprehensive digital asset management. We handle the technical complexity while you maintain client relationships and legal oversight.
UFADAA-Aligned Documentation
Evidence packs, consent routing, and custodian templates that comply with the Uniform Fiduciary Access to Digital Assets Act. Proper documentation for court filings when required.
Operational Leverage
We handle discovery, platform-specific forms, and export normalization so your staff can focus on higher-value legal work. Clean audit trail for your matter files.
Memory Preservation
Transform raw data exports into organized, human-readable keepsakes. Photos, messages, and documents curated for families while maintaining legal standards.
Secure Account Closure
Compliant memorialization or closure using platform-approved procedures. Reduces fraud exposure and provides peace of mind for estate beneficiaries.
FREE DIY Account Succession Guide for Your Clients
Print and share with clients today. Step-by-step checklists for Apple, Google, and major platforms with screenshots, consent language, and official tool links. Perfect for client intake packets or estate planning consultations.
Partner with The Digital Executor
Schedule a consultation to learn how we can expand your digital estate services and create additional value for your clients.