SMD
SaveMyDigital™
SMD Legacy Management Services
SMD AI Assist™ Legacy · SMD AI Core™ Legacy · SMD AI Managed™ Legacy
AI-powered Legacy & Executor Planning — Document. Designate. Define.
Plan AI Certified Legacy Specialist
SMD AI Assist™ Legacy Your primary legacy guide Guided onboarding
SMD AI Core™ Legacy AI leads the planning Review & implementation guidance
SMD AI Managed™ Legacy AI works continuously Dedicated Specialist manages completion
SMD AI Assist™ Legacy
The foundation for every estate planning client.
CA$190/year
or CA$19/month
Save CA$38 annually
  • Includes
  • Digital Legacy Assessment
  • AI Mission Mode™
  • Digital Asset & Account Inventory
  • Crypto Documentation
  • Important Document Organization
  • Guardian & Contact Recording
  • Secure Digital Vault
  • Guided onboarding
  • Outcome
  • Clients arrive organized before meeting with their lawyer.
Most Popular
SMD AI Core™
Legacy
Everything in AI Assist™ Legacy, plus guided planning.
CA$390/year
or CA$39/month
Save CA$78 annually
  • Includes
  • Legacy Planning Review
  • Document • Designate • Define guidance
  • Executor coordination support
  • Family coordination guidance
  • AI completion tracking
  • Annual planning review
  • Outcome
  • Clients move from organized information to organized decisions.
SMD AI Managed™ Legacy
Everything in AI Assist™ Legacy and AI Core™ Legacy, plus ongoing managed support.
CA$590/year
or CA$59/month
Save CA$118 annually
  • Includes
  • Dedicated Certified Legacy Specialist
  • Digital Access & Continuity Planning
  • Business continuity considerations
  • Professional coordination support
  • Guided implementation
  • Final Legacy Record
  • Ongoing annual updates
  • Priority support for major life events
  • Outcome
  • Nothing important gets left unfinished.
  • The Three-Step Legacy Journey
  • Document — Gather accounts, assets, crypto, devices, subscriptions, and important documents.
  • Designate — Choose trusted contacts, executors, and access responsibilities.
  • Define — Record wishes, legacy instructions, and digital asset directions.

Need help today?

Book a one-time Legacy Consultation with a Certified Legacy Specialist — or save more with SMD AI Core™ Legacy or SMD AI Managed™ Legacy, which include ongoing guidance and scheduled reviews throughout the year.

Session Credit Guarantee. When you book 30/60/90 minutes of Legacy Consultation, if you upgrade to SMD AI Core™ Legacy or SMD AI Managed™ Legacy within 30 days, we'll credit your full session fee toward your membership.
Legacy Consultation Public SMD AI Core™ Legacy
Member Preferred Rate		 SMD AI Managed™ Legacy
Member Priority Rate
30 Minutes CA$69 CA$59 CA$49
60 Minutes CA$119 CA$99 CA$89
90 Minutes CA$169 CA$139 CA$129

Member Preferred Rates. As an SMD AI Core™ Legacy or SMD AI Managed™ Legacy member, you'll receive exclusive preferred pricing on additional Legacy Consultations whenever you want extra guidance beyond your included reviews. AI Core Legacy members save about 15–20%. AI Managed Legacy members save about 25%.

Book a Legacy Consultation → Explore SMD AI Core™ Legacy Explore SMD AI Managed™ Legacy
Priority Session — Included with SMD AI Managed™ Legacy. One 60-minute session per year, use anytime. For a major life event: estate planning milestone, executor appointment, beneficiary change, asset acquisition, digital inheritance planning, or annual legacy review. Your Certified Legacy Specialist is available when legacy needs change — not just when the calendar says it's time for a review.
SaveMyDigital™ Prepare. Protect. Preserve.
Digital Life · Business · Legacy

Prepare. Protect. Preserve.
Digital Life · Business · Legacy
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