Digital Legacy Workshop · 2 hours · £50
📍 In person · Hertfordshire
£4.5 billion sits in forgotten UK bank accounts.
Identity theft after death is one of the fastest growing fraud risks in the UK.
Most families have no idea where your online accounts are held - or how to access them.
And AI is making this more complicated by the day.
Sorting this isn't just about passwords.
It's about protecting everything you've built - and the people you'll leave behind.
In two practical, eye-opening hours:
What your digital life actually consists of - most people are surprised by how much there is across devices, assets, money, subscriptions and identity.
The AI afterlife problem nobody is talking about - who controls your digital likeness after you die.
What happens to your family without a plan - accounts that keep billing, memories that get lost, identity fraud that hits grieving families hardest.
The five things every person needs to sort - and how to start before you leave the room.
✔️ Your Final Matters Digital Legacy Organiser board template
✔️ A password manager system and plan
✔️ A clear 30-day action list
✔️ A named digital executor plan
✔️ Reduced risk of digital chaos for the people you love
Most workshops give you a handout. This one gives you a system.
The Your Final Matters Digital Legacy Organiser is a pre-built board template covering everything - devices, digital assets, money, subscriptions, digital identity, and next steps. You copy it, make it your own, and work through it at your own pace.
It's the closest thing to having someone sit next to you and say: here's exactly what you need to sort, and here's where to put it.
Anyone who knows they should sort their passwords and accounts but hasn't started.
Sole traders and small business owners whose digital and work life are completely intertwined.
Sandwich generation adults wanting to protect an ageing parent from identity fraud.
Anyone who's watched a family struggle with digital chaos after a death and doesn't want to leave the same mess behind.
"This workshop was a detailed, step-by-step guide to preparing your final matters so that when your time comes, you leave clarity, not chaos." - Sim Malin
Find out everything your loved ones will need to know. All in one place. Just £125 (introductory offer price) for 1/2 day
Organise Key Documents, Contacts & Info
Create an 'Everything you need to know' Folder
Save your Family time, stress, money and confusion
Learn exactly what needs to be included - and what doesn't. No overwhelm, just a clear practical starting point.
Includes your 70-page digital workbook and 50+ checklists and guides. (Want the printed colour version? Add it for just £20.)
Leave with a ready-made Everything You Need To Know folder - physical and digital - so your family aren't left guessing.
Plus trusted free resources and government links to take your next steps without unnecessary expense.
Sort it once. Sort it properly. And give the people you love the greatest gift of all - clarity when they need it most.
Walk away with a crystal clear action plan.
A practical, no-nonsense half day to get everything sorted - kindly, clearly and without the overwhelm.
It might just be the most thoughtful few hours you ever spend.
You might even leave with some new friends - or someone to hold you accountable as you take the next steps.
– clearly, kindly, and without the overwhelm.
We’ll cover:
✔️ Bank accounts, wills, LPAs, pensions, and passwords
✔️ Contacts, next of kin, and how to keep it all safe and simple
✔️ Digital legacy - passwords, accounts and what happens to your online world
✔️ Funeral wishes, tributes, and options discussed
✔️ Care of your pets, handling of your property, and where the paperwork lives
✔️ Understanding the process of probate
You’ll leave with:
✔️ All your important thoughts & info gathered & sorted
✔️ A curated list of trusted free resources and government links to take your next steps without unnecessary expense
✔️ Editable 70 page colour workbook shared & over 50 checklists/ guides
✔️ Know-how to handle your digital legacy
✔️ Peace of mind for you, and clarity for those you love
✔️ A clear next step if you want to update your will or share details with family
Because everything feels better with cake and a cuppa!
Most people arrive at a solicitor or financial adviser not knowing what they need - and clock up unnecessary fees just getting to that point.
This workshop changes that. You'll leave knowing exactly what you need, what questions to ask, and where to go next - without paying professional rates to figure out the basics.
And where there are free government tools, trusted resources and cost effective alternatives - I'll point you to those too.
Half day workshop - £125 per person
Second family member - just £75 (40% saving)
Optional printed 70-page colour workbook and physical folder - add for £20 on the booking page.
Limited spaces to keep things personal - don't leave it too long.
For bespoke, personalised 1:1 tailored sessions check out your options here for more details.
If you have a question that is not answered below, feel free to reach out for more information here.
It's perfect for anyone who is not yet organised with all their legal and financial paperwork in order and who wants to leave their family with the least amount of stress at what will undoubtedly be a sad and upsetting time. And if you're wanting to get your parent or partner onboard with end of life planning, this is the perfect joint space you need and can attend together.
No – it’s practical and informational guidance to help you get all your affairs in order. No legal or financial jargon - and definitely no scary stuff. My full 1-day workshops however will have guest experts speaking on legal and financial subjects - so they will be in a position to answer specific queries you have with much more in depth knowledge.
You’ll receive a confirmation email, and nearer the time be sent a preparation list to think about before you arrive.
If space allows then you can bring someone related for 40% off the 1/2 day workshop and 20% off the full 1-day workshop price. Great for couples, siblings, or adult children to support you. Reach out on the contact page for a link to add a family member.
Absolutely! Join the Justin (Case!) Podcast Club for ongoing monthly support or you can book in for a 1:1 support session at any time for more individual help if required. Reach out and book 60 or 90 minutes, or a package of support, on the 1:1 page.
You can reschedule one time only on to a future date with at least 7 days notice - please check booking Terms of Business.
Your half day workshop, digital 70-page workbook and 50+ checklists and guides, plus trusted free resources and government links to help you take your next steps. Add the printed colour workbook and physical folder for £20.