How a Dear Heir session works
Every Dear Heir session is conducted online, by audio only, via Google Meet.
You stay in control · You carry out every action yourself · Sessions are audio-only via Google Meet · Guided at your pace, on your own device
STEP 1
Book a free Discovery Call
Start with a 20-minute conversation. We will talk about your situation, explain what Dear Heir does, and answer any questions you have. There is no obligation to go further.
STEP 2
Sign the Service Agreement
Before any paid session, you receive and sign a Service Agreement. It sets out exactly what we will and will not do, the scope of the session, and the refund terms. Read it carefully. We want you to feel completely comfortable before we begin.
STEP 3
Your session
At the agreed time, we connect via Google Meet – audio only. You open your own accounts on your own device. We guide you through each one, verbally, at your pace. If something is unclear, we slow down. There is no rush.
STEP 4
Your documentation
Within 48 hours of your session, you receive your written documentation. It is designed to be understood by any family member, regardless of their technical ability.
STEP 5
Questions afterwards
After delivery, you can reply to any email from us with questions. We are available to clarify anything in your documentation. We do not disappear after the session ends.
FAQ's
Do I need to share any personal information with you?
No. Your account information remains entirely with you. You navigate your own platforms throughout. Our specialist guides you verbally – you carry out every action yourself, on your own device.
Can you see my screen during a session?
No. All sessions are conducted by audio only. The specialist guides you verbally. There is no screen connection between your device and ours at any point during the session.
Are sessions recorded?
No. Consultations are conducted live. Nothing is recorded.
Do I need to prepare anything before my session?
No. We guide you through everything during the session. You do not need to gather documents or create lists in advance.
What if I am not very technical?
That is exactly who we designed this service for. We work at your pace, in plain English, with no jargon. Most clients find the session much easier than they expected. If something is unclear, we slow down. There is no rush.
What if I need to stop partway through?
You can pause or end the session at any time. We can reschedule the remainder at a time that suits you.
How long does a session take?
It depends on the service. A Discovery Call is 20 minutes. A Photo Legacy session is 30 minutes. A Digital Audit or Legacy Masterplan session is 90 minutes. An Account Closure session is 60 to 90 minutes. All sessions are conducted at your pace.
What do I receive after the session?
Within 48 hours, you receive a written document – your Digital Estate Summary or Digital Succession Portfolio, depending on the service. It is designed so that any family member can follow it, regardless of their technical ability.
Can I ask questions after the session is over?
Yes. After delivery, you can reply to any email from us with questions. We are available to clarify anything in your documentation.
What equipment do I need?
A computer, tablet, or phone with an internet connection. Sessions are conducted via Google Meet, audio-only. You do not need to download any software – Google Meet works in your web browser.
Is my information stored on your systems?
Your account information is never transmitted to Dear Heir. You work on your own device throughout the session. The only document we produce is the written summary, which is delivered to you directly.
Ready to start?
Book a free 20-minute Discovery Call. No preparation needed. No obligation to buy anything.
