Terms & Conditions

Last updated: 1 October 2026

These terms are in two parts. Part 1 sets out the terms on which we provide our paid services, including what happens when you buy the Digital Life Audit or a package through this website. Part 2 covers use of the website itself. By paying for a service, or by using this website, you agree to the relevant part.

Part 1 · Terms of sale

1. Who we are

Sort My Digital Life is a sole trader business providing digital life organisation and legacy support services. We are based in Exeter, England, and we work with clients nationwide. You can contact us at info@sortmydigitallife.co.uk or on 01392 343913. Our business address is 94 Earl Richards Road South, Exeter EX2 6AP.

2. Our services and what you receive

Each service is described on this website, with its price shown before you pay. In every case the pattern is the same: you answer plain-English questions on screen, at your own pace, and Sort My Digital Life then prepares your personalised report or documents from your answers and emails them to you within five working days of receiving them.

• The Digital Life Audit produces your personal readiness report, which also recommends the package that fits what you have.
• The packages (the Essentials Package and the Comprehensive Package) each produce the documents listed on the packages page, guided step by step. The Comprehensive Package includes everything in the Essentials Package.
• The optional printed pack adds printed copies of your documents, posted to you.
• The Personalised Password Manager Guide is a self-serve, step-by-step guide to setting up 1Password, the password manager we recommend, built around the account list from your walkthrough, together with a starter file ready to import. It is available with a package, or afterwards, never on its own. 1Password’s own subscription is paid directly to 1Password and is not included.
• The annual review refreshes your documents from your updated answers, an update rather than a redo. It is available to existing customers; we email you when your review is due, or you can contact us to arrange it early.
• One-to-one help delivers the same package and the same documents, completed together, online, by phone or in person. Because the price depends on the time it takes and any travel involved, we send you an exact all-in quote first, and there is nothing to pay unless you accept it.

Documents are delivered by email for you to print; the printed pack adds posted copies as well. Some details are deliberately left for you to complete by hand, and your passwords only ever go into your own password manager, which we have no access to. We never ask for, receive, or store your passwords, PINs or account numbers.

3. Ordering and payment

Payments on this website are taken by Stripe, a secure payment provider; we never see your card details. The total is shown before you pay, and there are no hidden extras. Upgrading from the Essentials Package to the Comprehensive Package is charged at the difference between the two prices. The annual review is paid through a secure Stripe payment link we email you; its prices are shown on the annual review page. One-to-one help is arranged and paid separately once you have accepted your quote; nothing for it is charged at the checkout. Gift vouchers can be arranged by email, and any expiry date is confirmed when the voucher is issued.

Your contract with us is formed when your payment succeeds, and your payment confirmation is your proof of purchase. Because the service starts on your screen straight away, by paying you expressly ask us to make the service available to you without waiting for the 14-day cancellation period to end.

4. Your right to cancel, and refunds

Under the Consumer Contracts Regulations 2013 you have the right to cancel within 14 days of paying, without giving a reason. To cancel, simply email us at info@sortmydigitallife.co.uk saying you wish to cancel, within those 14 days. It helps to include the name and email address you paid with.

• If you cancel before sending us your answers, you receive a full refund, returned to the card you paid with within 14 days.
• Once you have sent us your answers and we have prepared and emailed your report or documents, the service has been fully performed and the right to cancel ends, as the regulations allow for a service completed at your request within the cancellation period.
• If you cancel after sending your answers but before we have delivered, we will refund the price less a reasonable amount for any work already done.
• The printed pack can be cancelled for a full refund at any point before it is printed and posted.
• The Personalised Password Manager Guide can be cancelled for a full refund at any point before we email it to you.
• The annual review can be cancelled for a full refund at any point before we email your refreshed documents.
• One-to-one help is quoted first, so there is nothing to cancel until you accept a quote; the date, price and any cancellation arrangements are confirmed with the quote.

None of this affects your statutory rights. If a service we deliver is not carried out with reasonable care and skill, you are entitled to the remedies in the Consumer Rights Act 2015, including having the service put right.

5. What we need from you

Our reports and documents are prepared from the answers you give, so please answer accurately and completely. You are responsible for the safe keeping of your own passwords, PINs and account credentials, for the personal details you add to your documents by hand, and for where you keep your printed documents. Please also keep your saved answers file safe, as it is your way back into your answers on another device, and it is what makes your annual review an update rather than a redo.

6. What our service is not

We organise, guide and prepare practical documents. We do not provide legal, financial, or tax advice, and nothing on this website or in our documents should be relied on as such. Your Will is outside the scope of anything we provide; our documents are designed to sit alongside a Will, never to replace it. The Personalised Password Manager Guide helps you set up your own password manager; the vault, and everything you put in it, is yours alone and we never have access to it.

7. Our responsibility to you

If we get something wrong, we will put it right. We are responsible for loss or damage you suffer that is a foreseeable result of our breaking this contract or failing to use reasonable care and skill. We are not responsible for loss that was not foreseeable, for loss caused by information in your answers being inaccurate or incomplete, or for the actions of third-party services you hold accounts with. Our total liability to you is limited to the price you paid us for the service concerned. Nothing in these terms excludes or limits our liability for death or personal injury caused by our negligence, for fraud, or for anything else that cannot lawfully be excluded.

8. If something goes wrong

Please tell us first at info@sortmydigitallife.co.uk. We will acknowledge your complaint within 30 days and do our best to put things right. Our Privacy Notice explains how we look after your information and your rights over it.

Part 2 · Website terms

9. Using this website

You may use this website for lawful purposes only. You agree not to use it in any way that is unlawful, that could damage or impair the site, or that interferes with anyone else’s use of it. You must not attempt to gain unauthorised access to the website or any server or system connected to it.

10. Information on this website

The general content on this website is provided for information only. While we take care to ensure it is accurate and up to date, we make no guarantees that it is complete, current, or error-free, and it is not legal, financial, or tax advice. Descriptions of services and prices are accurate at the time of publishing, and the price you see at checkout is the price you pay; we may change our services and prices for future purchases at any time.

11. Intellectual property

Everything that makes this service what it is belongs to Sort My Digital Life or our licensors and is protected by copyright and other intellectual property rights. That includes the Digital Life Audit questions and the assessment framework behind them, the package walkthroughs and step-by-step guides, the report, the document templates, and the website's text, layout, design, graphics, and logos.

The report and documents we prepare for you are yours to keep and to use for your own personal affairs, including sharing them with your family, your executor, and your professional advisers. This is a personal licence: it does not transfer ownership of the underlying templates, questions, or wording to you.

You may not copy, reproduce, publish, sell, or distribute our questions, guides, reports, or document templates; adapt them into materials, products, or services of your own; use them to provide services to anyone else, whether paid or unpaid; share blank or reusable copies of our documents; or remove our name from anything we have prepared. You may view and print website pages for your own personal, non-commercial use. If you would like to use our materials in any other way, ask us first at info@sortmydigitallife.co.uk.

12. Links to other websites

This website may contain links to third-party websites, provided for convenience only. We have no control over their content and accept no responsibility for them or for any loss arising from your use of them.

13. Availability

We aim to keep the website available at all times but cannot guarantee uninterrupted access, and we may suspend, withdraw, or change any part of it without notice. Your progress in the audit and walkthroughs is saved on your own device and in your saved answers file, so a temporary interruption does not lose your work. Website availability does not affect any service you have already paid for, which we will always complete or refund under Part 1.

14. Changes to these terms

We may revise these terms from time to time. The date at the top shows when they were last updated. The terms that apply to a purchase are the terms published when you paid.

15. Governing law

These terms are governed by the laws of England and Wales. If you are a consumer, you can bring proceedings in the courts of England and Wales or, if you live in Scotland or Northern Ireland, in the courts of the place where you live.