Tools

Digital Estate Planning Worksheet

Make sure the people you love could reach your email, photos, and key accounts if you died or were incapacitated — safely, without handing out passwords today. Fill this in, then print it or save it as a PDF to keep with your will.

Read first. Do not type any real passwords, PINs, or recovery codes into this worksheet. It records where your instructions live and what you want done — not the secrets themselves. Everything you type stays in your browser; nothing is saved or sent anywhere. Because it is not saved, finish in one sitting and print or save as PDF when done.

About this plan

Your trusted people

The person or people you would want to manage your digital life. Tell them this plan exists.

Where the keys are kept

Describe the location only — for example “sealed envelope in the fireproof box” or “with my lawyer.” Never write the actual password here.

Access tools I have set up

Tick the ones you have arranged, and note who you named. These grant access safely without sharing passwords now.

Important accounts & what should happen

List the accounts that matter — email first, then finances, photos, and social. Say what you want done. No passwords.

Devices

How a trusted person could unlock your phone or computer — again, where the unlock info is kept, not the code itself.

Any other wishes

Learn how to set this up safely

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Prefer to read first? See the digital estate planning lesson.

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