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For Digital-legacy organisers

AI call handling for
Digital-legacy organisers.

A digital-legacy enquiry may come from somebody organising their own affairs or from a family trying to understand what records exist after illness or bereavement. Ziverly can sensitively gather the broad purpose, caller's stated relationship and document context while you are supporting another household, without requesting passwords or offering legal, financial or technical-access advice.

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A familiar moment

The family wanting a clearer record without sharing private access details

You are helping another client organise their instructions when a family member calls about creating a structured overview of online accounts and digital wishes for an older relative. Ziverly can capture who is enquiring and their stated relationship without verifying identity, consent, capacity or authority, whether the work concerns the caller's own planning, support during illness or an estate after death, broad categories such as email, social media, subscriptions, photographs, cloud storage, devices, domain names, online businesses or digital assets without account identifiers or values, existing will, lasting power, executor, solicitor, adviser or secure document-store involvement in broad terms, communication, accessibility and home-visit preferences, desired timing and preferred contact. It does not request or store usernames, passwords, PINs, one-time codes, recovery codes, encryption keys, seed phrases, cryptocurrency keys, security answers, payment details, device unlock codes or private file contents, access, close, transfer, recover or value an account or asset, assess identity, consent, capacity, ownership or authority, give legal, probate, tax, financial, cybersecurity or cryptocurrency advice, accept custody, quote, accept an engagement or promise an outcome. Suspected fraud, coercion, financial abuse, identity theft or immediate safeguarding risk needs the appropriate bank, platform, police, safeguarding, legal or emergency route.

Where Ziverly can help

More room for the work.
A clearer thread afterwards.

An inventory must not become a password list

Useful organisation can identify account categories, wishes and professional contacts without collecting access secrets.

Authority changes with circumstance

Planning for oneself, acting under authority and dealing with an estate require different verification and legal processes.

Sensitive conversations need attention

A new household can be welcomed without interrupting the confidential wishes and documents of the current client.

What a better handover can change

Less interruption.
More useful context.

The purpose is gently clarified

Review who is enquiring, the broad planning context, account categories and professionals involved before responding.

Access secrets stay explicitly excluded

Your approved wording can make clear that passwords, codes, keys, payment data and private contents are never part of introductory intake.

Your secure-process question can persist

Add an approved authority, document or secure-meeting question for that known household's next call.

Before, during and after the call

How Ziverly fits around
your working day.

☎Calls you choose≡Useful details→Your next step

  1. You decide which calls reach Ziverly.

    Use the call-diversion options supported by your mobile or landline service, such as no reply, unreachable, busy or rejected. Turn them off again whenever you want to answer normally, or use cover for evenings, weekends, holidays and unexpected time away.

  2. Your call details meet you where you are.

    Choose email or SMS alerts where enabled, then open Ziverly to review the summary, transcript, recording where available, status and priority.

    Review who is enquiring, their stated relationship, broad purpose, account categories, existing professionals, communication needs and preferred contact without access secrets.

  3. The next conversation starts further forwards.

    Add an AI-facing note when you want Ziverly to have more context if the same known caller rings again. Separate private notes stay private.

    Add an approved authority, document or secure-meeting question so Ziverly can use your latest note without requesting private account information.

  4. Open calls do not have to rely on memory.

    Choose a daily or weekly email summary of calls still waiting for attention, at the time that best fits your working day.

  5. You can check in by phone, too.

    With Owner Voice Access enabled, call your own Ziverly number, verify your PIN and manage the calls you are allowed to see.

    After the current client's wishes and confidential documents are secure, verify your PIN to hear only the digital-legacy enquiries and statuses you are permitted to access.

Use your own numbers

Put unanswered
calls in perspective.

What might those enquiries represent for your business? Start with figures from your own recent calls.

The result is an illustration, not a forecast or a promise that Ziverly will recover the work.

Enquiries represented0
Monthly work value represented£0

This simple multiplication does not account for timing, capacity, costs, cancellations, repeat work or whether another response would have changed the outcome.

You keep the judgement

Your expertise.
Your boundaries.

No licence; providers should never retain passwords insecurely and must distinguish organisation from legal, probate, financial or crypto advice.

You remain responsible for the advice you give, the work you accept and the safety, eligibility and professional checks your business requires.

A few practical questions

Before you
get started.

Talk it through →
Will Ziverly ask for passwords or recovery codes?

No. It must never request passwords, PINs, one-time codes, recovery codes, encryption keys, seed phrases or device unlock details.

Can it access, close or transfer an online account?

No. Identity, authority and platform processes remain with verified people and the relevant provider.

Can it advise on a will, probate, tax or cryptocurrency?

No. Legal, probate, financial, tax, technical and asset decisions remain with appropriately qualified professionals.

Start with the calls you choose

Keep your attention
where it matters.

Choose what Ziverly should know, what it should never promise and which details make a follow-up useful. Create an account free, then add pay-as-you-go credit when you are ready.

Create your free account Talk it through →
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