Digital Legacy Organizer

Families struggle to find accounts after a loss. Record your devices, accounts, photos and wishes, and where things are kept, without ever writing down a password.

WHAT'S INCLUDED

• Digital Legacy Organizer — fillable, printable PDF, 11 pages
• Digital Accounts Inventory — Excel and Google Sheets workbook, 6 tabs (Start Here, Accounts, Devices, Subscriptions, Wishes Summary, Review Log)
• Start Here guide — PDF, 2 pages

WHAT YOU CAN DO

• Security page: what never to write, and how to store the organizer safely
• Trusted contact, password manager and two-step verification notes
• Accounts, social media, photos, websites, business accounts and crypto pages
• Subscriptions sheet with monthly and yearly totals
• Review Log that shows "Review due" 12 months after your last review

HOW IT WORKS

1. Read the security page first: write where passwords, PINs and codes are kept, never the codes themselves.
2. Name your trusted contact and note your password manager and its emergency access.
3. List your devices, email addresses and accounts, and choose a wish for each: memorialize, close, transfer, or download then close.
4. Set up each platform's own legacy or inactive-account options where they exist.
5. Store the files securely, tell your trusted person where they are, and review once a year.

WHAT YOU NEED

Free Adobe Acrobat Reader (or Apple Preview) for the fillable PDF; Excel or free Google Sheets for the workbook. Prints on US Letter.

PLEASE NOTE

• Instant digital download. Nothing physical is shipped.
• This organizer helps you record your digital life so your family can find what they need. It is not legal or financial advice. Rules for accessing accounts after death or incapacity differ by state and by company; ask an estate attorney about your plans.
• Example rows in the workbook are made up. Type over them or delete them.

LICENSE

• Use, edit, print and fill in these files for your own business, your own clients or your own household, as many times as you like.
• One purchase covers all locations you own.
• Please don't resell, share, give away or upload the files (edited or unedited) for others to download.
• Files are provided as-is. Check every figure and form against your own situation before relying on it.
• Questions? Email hello@gracepathventures.com with your order number.