Bank accounts, photos, passwords, smart home devices, and even AI conversations — they all need a plan. Here's how to organize your digital estate so your loved ones aren't left locked out or scrambling.
It's the process of organizing your online accounts, digital assets, and instructions so the right people can access — or close — them after you're gone.
Gmail, Outlook, Yahoo, AOL — often the key to resetting every other account.
Banking, investments, PayPal, Venmo, credit cards, and cryptocurrency.
Facebook, Instagram, LinkedIn, X — and how you want each handled.
Google Drive, iCloud, Dropbox, OneDrive — where your photos and documents live.
Smart locks, Ring, Nest, WiFi — the devices that control physical access to your home.
ChatGPT, Claude, Gemini — new accounts with personal data and no legacy policies.
You don't have to do everything at once. Start with Step 1 and work your way through.
List every account, device, and subscription. We provide a free template to get started.
Pick someone tech-savvy and trustworthy. Make sure they can get into your phone and password manager.
Use a password manager with emergency access. Understand how passkeys change the game.
Google, Apple, Facebook, and Microsoft all have tools. Turn them on now.
Your digital executor and wishes should be documented legally.
Need hands-on help? We offer guided workshops and a printable workbook to walk you through the process.