For Estate Planning Attorneys
Your clients' digital estates are as real as their physical ones. Now there is a platform designed to help you serve both.
Attorneys regularly encounter situations where families inherit devices, online accounts, and vast digital records without organization or context. Traditional estate planning frameworks were not designed to address the complexity of a modern digital life.
Codex Vitae helps clients organize their digital legacy in advance, providing attorneys and families with clearer, more structured information when planning or administering estates.
The Challenge of Digital Assets
Modern estates often include substantial digital material that may be difficult for families or executors to identify, understand, or manage without preparation. These digital assets may include:
- ◆Online accounts across dozens of platforms and services
- ◆Personal documents, financial records, and correspondence
- ◆Photos, videos, and personal archives spanning decades
- ◆Creative work, intellectual property, and unpublished materials
- ◆Digital communications with personal or professional significance
- ◆Subscription services, digital purchases, and cloud storage
When these materials are not organized in advance, attorneys and executors may face significant challenges identifying the scope of digital assets, locating important files, or understanding the client's intentions regarding their digital archives.
Digital estate laws vary by jurisdiction, and many platforms have limited or inconsistent mechanisms for estate access. This creates a growing gap between modern digital life and traditional estate planning tools.
RUFADAA, the Revised Uniform Fiduciary Access to Digital Assets Act, has been adopted in 41 or more states and provides the legal framework for digital asset management after death. Most of your clients have no RUFADAA-compliant directive. Most have never discussed their digital estate with anyone. That gap is growing every year as digital lives become more valuable and more complex.
Digital Legacy Preparation
Many clients prepare comprehensive estate documents for their physical and financial assets, yet rarely take the time to organize their digital lives. When digital archives are not prepared in advance, families and legal professionals are left navigating a fragmented digital landscape without context or guidance.
Codex Vitae allows individuals to structure their digital archives so that important information, personal memories, and digital instructions are preserved with clarity. This preparation can complement legal estate planning by helping clients organize digital materials that may otherwise be overlooked.
- ◆Organizing digital archives into structured, navigable collections
- ◆Documenting instructions for how digital materials should be handled
- ◆Preserving meaningful memories and personal messages for families
- ◆Identifying and separating private materials from legacy archives
- ◆Preparing digital information that supports estate administration
Codex Vitae is a technology platform. It does not provide legal advice, create legally binding documents, or replace the role of licensed legal professionals. Legal professionals remain responsible for legal interpretation and estate planning decisions.
Only a Licensed Attorney Can Execute a Client's Digital Directives
Codex Vitae is built around a fundamental legal reality: executing a person's digital estate after death, distributing content, closing accounts, notifying platforms, managing the digital presence, requires a legally authorized representative. The platform provides the infrastructure. The attorney provides the authority.
Partner attorneys in the Codex Vitae network are the only professionals who can activate a client's directives after death. The platform will not dispatch a single notification without a licensed attorney's authorization. This is not a policy preference. It is an architectural constraint built into the platform.
This means every client who builds a vault, generates a narrative, and completes their directives on Codex Vitae needs an attorney to make it legally executable. That attorney can be you.
What the Partner Program Offers Attorneys
Codex Vitae attorney partnerships are structured as a co-marketing relationship, not a referral fee arrangement. Under ABA Model Rules of Professional Conduct, attorneys cannot receive referral fees for recommending clients to a third-party service. The Codex Vitae attorney partner program is designed in full compliance with those rules.
What partner attorneys receive:
- ◆Priority listing in the Codex Vitae partner directory, searchable by clients in your licensed states
- ◆Complimentary access to the partner portal and all platform features for your own professional and personal use
- ◆Co-branded digital estate planning materials, client guides, and RUFADAA explainers for your practice
- ◆Training on digital estate law, RUFADAA application, and how the platform integrates with your existing practice
- ◆Jurisdiction-locked client matching: you only appear in discovery for clients in states where you are licensed
How Codex Vitae Supports Legal Professionals
The platform helps clients organize their digital legacy materials before legal events occur. When clients arrive at estate planning conversations with organized digital information, attorneys can work more effectively and provide more comprehensive guidance.
Benefits of organized digital legacy preparation may include:
- ◆Clearer documentation of digital assets and personal archives
- ◆Structured collections that are easier for executors to navigate
- ◆Personal messages and reflections preserved alongside important files
- ◆Organized instructions for handling digital materials after death
- ◆Reduced confusion for families during estate administration
The platform does not replace legal review or legal interpretation. Instead, it helps ensure that digital information is organized and preserved so that legal professionals can incorporate it into their work when appropriate.
Organized digital archives support better estate planning outcomes for clients and their families.
How the Platform Works
The Codex Vitae platform is built around four systems that work together to help individuals organize, curate, narrate, and direct their digital legacy.
Digital Vault
A private, encrypted space where clients can store and organize the digital materials that define their lives. Photos, videos, documents, creative work, and personal messages are brought together in one secure location that remains fully under the client’s control.
Learn more →AI Archive Curation
Intelligent tools that help clients organize, filter, and structure their digital archives. Large collections of files can be sorted into meaningful groups, helping separate important materials from digital clutter before estate administration.
Learn more →Narrative Legacy Engine
Tools that help clients transform organized memories into structured life stories. Photos, messages, and personal reflections can be shaped into meaningful narratives that preserve not just the materials themselves, but the meaning behind them.
Learn more →Directive Execution
A system for documenting how a client’s digital life should be handled in the future. Clients can define who should receive access, under what conditions, and leave clear instructions that complement their broader estate plan.
Learn more →Why This Matters
Digital lives have become an important part of modern estates. Clients now leave behind more digital material than any previous generation, yet most estate planning practices have not yet fully addressed the digital dimension of legacy preparation.
When digital materials are organized in advance, families, executors, and legal professionals can approach estate administration with greater clarity and less confusion. Important memories are preserved with context. Instructions are documented with precision. Private materials are handled with care.
All vault contents are protected with zero-knowledge encryption, ensuring that digital archives remain private and accessible only to those the vault owner has authorized.
The firms that help clients prepare their digital legacy today will be positioned to lead as the legal landscape around digital estates continues to evolve.
Prepare Your Digital Legacy with Confidence
Help your clients organize their digital lives so that important information and meaningful memories remain structured and accessible when they are needed most.
Zero-knowledge encryption. Your data, your control.