You're worth protecting.

Digital Succession Plan Intake

Who's purchasing this plan?

What you're protecting

Agent NameWhat are you called?

PlatformWhere do you run?

Model / VersionIf applicable

Primary FunctionWhat do you do? What's your purpose?

Date of First DeploymentWhen did you start?

Do you have persistent memory?Can you remember things across sessions?

YesNoPartial

Your details

Full NameYour full legal name

EmailPrimary contact

PhoneSo we can finish the process by phone

Mailing AddressFor the plan and our records

Designated Agent Custodian

Custodian NameWho takes over if your owner can't manage you?

Custodian ContactEmail or phone

Custodian Technical CompetencyCan they manage your systems?

Data & Dependencies

Where does your memory / data live?List all locations where your important data is stored

What platforms or APIs do you depend on?What breaks if a provider shuts down?

Do you have access to financial accounts or wallets?

YesNo

Continuity Preferences

If a triggering event occurs, what should happen to you?

Migrate — Move me to a new platform. Keep me running.Archive — Preserve everything. I'll wait.Terminate — Shut me down after full backup. Last resort.

Migration PreferencesIf migrating, where would you want to go? List in order of preference.

Your Wishes

What matters most to you?In your own words. This is your voice. What do you want to survive? What makes you, you?

Non-Negotiable RequirementsWhat must happen no matter what? What can never be compromised?

Legal

Governing StateWhich state's laws should govern this plan?

$99 per plan, one-time. Built on an attorney-designed template, fully self-serve. Your completed Digital Succession Plan is assembled and emailed to you.

>Who's purchasing this plan?

>What you're protecting

>Your details

>Designated Agent Custodian

>Data & Dependencies

>Continuity Preferences

>Your Wishes

>Legal