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Digital Legacy Checklist

Make a practical plan for your digital life: what accounts and files you have, where access information is kept, and what you want done with them. Then generate a legacy letter for someone you trust.

Your digital inventory

Work through each category. Check what applies, note where the access info lives, and write down your wishes.

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Your trusted person

Your digital legacy letter

Generates a printable letter addressed to your trusted person, summarizing your inventory, where access info lives, and your wishes per category. Print it and store it with your will.

Important: This tool is for personal organization and educational purposes only — it is not legal advice and does not create a will or legal authority. Access rules for online accounts vary by provider and jurisdiction; talk to an estate attorney about digital-asset powers in your will and about documents like a durable power of attorney. Review this plan once a year and after any major account change.

Go Deeper with the Book

Digital Legacy Checklist is just the start. Estate Planning Made Simple by Kimani Upshur, M.Ed. takes you deeper into getting your affairs in order — clear chapters and practical guidance you can use today.

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