Optional Add-Ons

Available anytime your planning evolves:

• Referrals to legal and notary partners

• Financial professional referrals for trusts or investment planning

• Personalized video or written Legacy Messages, stored securely alongside your documents

Self-Planning Digital Legacy

A lifetime of peace of mind - planned once, reviewed yearly.

For individuals and couples who wish to handle their own after-life logistics ahead of time.
This annual service ensures your final wishes, documents, and digital affairs are organized, secure, and up to date — so your loved ones never have to wonder what to do next.

Digital Document Vault:

All your important documents, organized and protected in one place.

We help you upload, organize, and maintain the essential documents your loved ones will need—without digging through drawers, emails, or file cabinets.

Includes:

• Secure storage for wills, trusts, medical directives, insurance policies, and vital records

• Organized folders for personal, legal, medical, and financial documents

• Clear instructions tied to each document so nothing is left to interpretation

• Guided prompts to help identify missing or outdated paperwork

• Private access for you and designated legacy contacts when needed

Everything is encrypted, structured, and easy to review—so critical information is available at the right moment, without added stress.

Password Vault:

A secure home for the digital accounts that now shape our lives.

Your password vault keeps track of online accounts and digital assets—without sharing passwords directly or compromising your privacy.

Includes:

• A dedicated password vault powered by Zoho Vault

• Organized folders for email, social media, subscriptions, utilities, and financial logins

• You control all passwords—Dear Darling never sees or stores them

• Optional sharing with trusted individuals, only when and how you choose

• Helps ensure accounts can be accessed, closed, or memorialized properly

This protects your digital life while making transitions smoother for the people you trust.