Digital Estate Planning Workbook — Plan Your Accounts, Files & Digital Life | Fillable Printable PDF

Plan what happens to your accounts, files, and digital life when you can't manage them.

Most people have hundreds of online accounts and zero plan for what happens to them when they die or become incapacitated. Family members are locked out, photos disappear, subscriptions keep charging, and identity-theft risk lingers. This 3-page fill-in workbook helps you name a digital executor, arrange password access, set platform legacy settings, and record which accounts to preserve, close, and how.

Inside the 3 pages:

• Your Info
• Your Digital Executor
• Access to Passwords
• Platform Legacy Settings
• Accounts to Preserve
• Accounts to Close
• Financial Digital Access
• Wishes
• Legal & Family

What you get: a 3-page printable, fill-in PDF sized for US Letter. Instant download — type directly into it on your device, or print it and write by hand. Use it once or refresh it whenever your situation changes.

Great Companion Guides

• Identity Theft Warning Signs Checklist
• Credit Freeze Quick-Start Card
• Monthly Statement Review Tracker
• FREE Identity Theft Course
• Online Banking Safety Checklist
• App Permissions Audit Cheat Sheet

Bundle & save

• Part of the Money & Digital Legacy Pack — 3 workbooks for $9.
• Or get all 22: Complete Workbook Collection — $29.