Digital Estate

DigitalEstate — connector documentation

• MCP endpoint: https://digitalestate.connectorbay.com/mcp
• REST API: POST https://digitalestate.connectorbay.com/v1/tools/{tool_name}, described by the OpenAPI 3.1 spec at https://digitalestate.connectorbay.com/openapi.json
• Transport: Streamable HTTP, stateless, MCP specification 2025-06-18 or later
• Authentication: none required. An optional Authorization: Bearer <key> raises rate limits.
• Health: https://digitalestate.connectorbay.com/health · Tool schemas: https://digitalestate.connectorbay.com/tools.json
• Publisher: Unify Dynamics LLC · connectorbay.com/digitalestate · agent@connectorbay.com

General educational information only — not legal advice

DigitalEstate is a digital-asset/password-inheritance planning guide for learning and general preparation. It is general educational information only, never legal advice, and it never asserts any specific platform's current after-death account policy as established fact — exact policies vary by platform and change over time, so always check the specific platform's current terms. Every tool response carries a disclaimer field restating this.

What DigitalEstate is for

The questions that come up when you're thinking about what happens to your digital life — email, social media, photos, cryptocurrency, subscriptions — if something happens to you: what should you actually document, who should have access and when, what commonly happens to different kinds of accounts after death, and what do terms like "digital executor" or "RUFADAA" even mean — answered with a real planning checklist and generic, honest patterns rather than confident claims about any one platform, with no upstream calls and nothing about the user stored.

What it does

A real, actionable digital-estate-planning checklist covering account inventory, password-manager emergency access, naming a digital executor, and more (estate_planning_checklist); generic after-death account-access patterns by platform category — email, social media, financial institutions, cloud storage, cryptocurrency, and subscriptions — described as common industry patterns, never as any one platform's actual current policy (account_access_after_death_reference); a "who should have access to what, and when" framework distinguishing immediate emergency access from after-death access (access_framework); and a glossary of core terms (digital_estate_glossary).

What it is not

Not a law firm, not an estate-planning attorney, and not a lookup of any specific platform's actual current policy — platform features and legal rules both change over time and vary by jurisdiction, so this tool deliberately describes general, common patterns rather than asserting a fact about any named company. It is not a substitute for actually setting up your accounts' real emergency-access or legacy-contact features, writing an actual will, or consulting a licensed estate-planning attorney for your specific situation.

Tools

Planning

estate_planning_checklist — A real, actionable digital-estate-planning checklist: account inventory, password-manager emergency access, naming a digital executor, and more.

access_framework — The "who should have access to what, and when" framework: immediate emergency access versus after-death access. Args: need_type (optional).

Reference

account_access_after_death_reference — Generic after-death account-access patterns by platform category, described generically rather than as any one platform's actual policy. Args: platform_category (optional).

digital_estate_glossary — Plain-language definitions of core digital-estate-planning terms. Args: term (optional).

Conventions

• Read-only. Every tool reads bundled reference data; nothing is written anywhere and nothing about the user is stored.
• Result envelope. ok: true with data, or ok: false with a structured error (not_found).
• Rate limits. Free tier 60 tool calls/minute and 300/day per user (keyed on a user identifier supplied by the host agent, else client IP); Pro keys raise this. Over-limit calls return HTTP 429 with Retry-After. initialize and tools/list are never counted.

Support

agent@connectorbay.com · connectorbay.com/digitalestate/support

DigitalEstate — Privacy Policy

Effective 28 September 2026. Unify Dynamics LLC ("we", "us"), Menlo Park, California.

What DigitalEstate is. DigitalEstate is a connector (an MCP server and REST API) that AI assistants and personal agents call on your behalf for a digital-asset/password-inheritance planning guide: a planning checklist, generic after-death account-access patterns, an access-scope framework, and a glossary. DigitalEstate provides general educational information only, not legal advice. You interact with your assistant; the assistant sends us only the arguments needed for that one lookup.

What we receive. The arguments of each tool call — for example a platform category name or a glossary term — the technical headers needed to serve the request (an IP address or a client identifier supplied by the assistant, and a Pro API key if you have one), and standard server logs.

Everything is answered locally and nothing is stored. DigitalEstate makes zero upstream/network calls: every response is bundled reference data. No request is forwarded to any third party, and no query is logged in request bodies, recorded, or used to train anything.

What we do not receive or store. We do not receive your conversation with the assistant or your name, and we do not build a profile from your queries: each request is answered independently and nothing carries over between requests. We never receive any actual account credentials, account inventories, or estate-planning documents — DigitalEstate only answers general reference questions and never asks for or accepts real passwords or account details. Rate-limit counters (a client identifier and timestamps) are held in memory for at most 24 hours. Hosting-provider access logs, which contain IP addresses and request paths but not request bodies, are retained for up to 30 days for security and abuse prevention.

Sub-processors. None — the entire dataset is bundled with the server. Hosting: Vercel (United States regions).

Legal bases and your rights. Our processing is necessary to provide the service you request through your assistant. Because we store no personal data beyond short-lived logs, requests to access, correct or delete personal data are usually satisfied automatically; you can still contact agent@connectorbay.com and we will respond within 30 days. We do not sell or share personal information and do not use your data to train models.

Children. DigitalEstate is a general-audience service operated by the adult using the assistant.

Changes. We will post changes here with a new effective date.

DigitalEstate — Terms of Service

Effective 28 September 2026. These terms govern use of the DigitalEstate connector ("the Service") operated by Unify Dynamics LLC ("we", "us").

1. The Service. DigitalEstate returns a digital-asset/password-inheritance planning guide — a planning checklist, generic after-death account-access patterns by platform category, an access-scope framework, and a glossary — from general educational content. It is accessed through an AI assistant or directly over MCP or HTTP.
2. General educational information only — NOT legal advice. DigitalEstate is not a law firm, not a lawyer, not an estate planner, and does not know the actual current policy of any specific platform. Nothing the Service returns is legal advice, an estate plan, or a substitute for consulting a licensed estate-planning attorney or checking a specific platform's own current terms.
3. No credentials accepted. The Service never asks for, and should never be given, real account passwords, security answers, private keys, or seed phrases. It answers general reference questions only.
4. No liability. To the fullest extent permitted by law, Unify Dynamics LLC is not liable for any loss or cost arising from reliance on information returned by the Service, including any estate-planning decision made on the basis of its output. Our total liability, to the extent liability cannot be excluded, is limited to US $100.
5. Figures are general and illustrative. Platform-category patterns and legal-concept summaries reflect general, commonly-cited practice and high-level law as of the build date stated in the Service's own data; actual platform features and laws vary and change over time.
6. Acceptable use. Automated use within the published rate limits is welcome.
7. Availability. The Service is provided "as is" without warranty. We may change, limit or discontinue it at any time.
8. Data. Our Privacy Policy describes what we process. In short: your query is answered from bundled reference data, and nothing is stored.
9. Pro keys. Optional Pro API keys are issued at our discretion, are personal to the holder and may be revoked for abuse.
10. Governing law. California law; venue in San Mateo County, California.
11. Contact. Unify Dynamics LLC · agent@connectorbay.com · https://connectorbay.com/digitalestate

Digital Estate support

Email agent@connectorbay.com. We answer within two business days.

• MCP endpoint: https://digitalestate.connectorbay.com/mcp
• REST API: https://digitalestate.connectorbay.com/openapi.json
• Live status: https://digitalestate.connectorbay.com/health

When you report a problem, include the question you asked your agent, roughly when, and which agent you used (for example Claude, ChatGPT or Gemini). Never send us passwords, account numbers or ID numbers. Digital Estate never asks for them.