SaveMyDigital™
SMD Legacy Management Services
SMD AI Agent™ Legacy · SMD AI + Specialist™ Legacy
AI-powered Legacy & Executor Planning — Document. Designate. Define.
SMD AI Agent™ Legacy
The foundation for every estate planning client.
CA$19/month
or CA$190/year when billed annually
Save CA$38 when you pay 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.
SMD AI + Specialist™ Legacy
Everything in SMD AI Agent™ Legacy, plus 5 hours of live consultation with a Certified Specialist.
CA$39/month
or CA$390/year when billed annually
Save CA$78 when you pay annually
- Everything in AI Agent, Plus…
- 5 hours of live consultation with a Certified Specialist
- Consultation Touchpoints
-
Touchpoint Time Purpose Initial Setup 1 hour Initial onboarding & planning First Review 1 hour First quarterly touchpoint Second Review 1 hour Second quarterly touchpoint / semi-annual Third Review 1 hour Third quarterly touchpoint Annual Review 1 hour Fourth quarterly touchpoint / Annual review
Need help today?
Book a call with a Certified Legacy Specialist — all consultations are booked as 60-minute sessions. Save more by subscribing to SMD AI + Specialist™ Legacy, which include 5 scheduled consultations and member special consultation rate.
Session Credit Guarantee.
When you book a 60-minute Legacy Consultation, if you upgrade to SMD AI + Specialist™ Legacy within 30 days, we'll credit your full session fee toward your membership.
| Legacy Consultation | SMD AI Agent™ Legacy Member Rate |
SMD AI + Specialist™ Legacy Member Rate |
|---|---|---|
| 60 Minutes | CA$59 | CA$49 |
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