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The Complete Digital Legacy
Protection Toolkit

Free. Instant download. Everything you need to secure and pass on your digital assets — so your family isn't locked out when they need access most.

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What's Inside the Toolkit

Digital Assets Audit Checklist

12 items covering every account, device, and file type you need to account for before it's too late.

Executor Access Protocol

5-step procedure your designated person follows to legally access your digital accounts after death.

Inheritance Quick-Reference Card

Printable one-page card with platform-specific death policies for Google, Apple, Facebook, and 8 more services.

Asset Inventory Spreadsheet

Pre-formatted tracking template for every digital asset: account, credentials location, recovery method, beneficiary.

Digital Assets Audit Checklist

Most people have 80–100+ online accounts. This checklist ensures nothing falls through the cracks — from your email to your crypto wallet.

Get the full 12-item checklist

Preview — 4 of 12 Items

Email Accounts — List all email addresses, including recovery emails. Gmail, Outlook, ISP accounts, work email.
Password Manager — Document which manager you use, master password location, and emergency access contacts.
Financial Accounts — Banking, investment, retirement, crypto exchanges, PayPal, Venmo. Include account numbers.
Cloud Storage — Google Drive, iCloud, Dropbox, OneDrive. Identify where critical documents are stored.
Social Media — Facebook Legacy Contact, Instagram Memorial…
Domain Names & Web Hosting — Registrar logins…
Subscription Services — Streaming, software, apps…
Digital Purchases — eBooks, music, games, in-app…

Executor Access Protocol

A clear 5-step procedure your executor or designated person follows to legally access your digital accounts. No guessing, no legal dead ends.

Get all 5 protocol steps

Protocol Preview — Steps 1–2 of 5

STEP 1
Locate the Digital Estate Plan
Find the sealed envelope or password manager emergency access. This contains the master index of all accounts and the location of credentials.
STEP 2
Secure the Primary Email
Access the primary email account first — it's the recovery hub for nearly every other account. Use documented credentials or request access through the provider's death policy (Google Inactive Account Manager, Apple Legacy Contact).
STEP 3
Access the Password Manager
Using emergency access or documented master password…
STEP 4
Notify Financial Institutions
Contact banks and brokerages with death certificate…
STEP 5
Memorialize or Delete Social Accounts
Follow each platform's specific process…

Inheritance Quick-Reference Card

Print this one-page card and store it with your estate documents. It covers death policies for 12 major platforms — so your executor knows exactly what to do for each one.

Get the full reference card

Platform Death Policies — Preview

PlatformPolicyTime Limit
GoogleInactive Account Manager3–18 months
AppleLegacy ContactSetup required
FacebookLegacy Contact / MemorializeNo limit
MicrosoftNext of Kin processVaries
Twitter/XDeactivation request30 days inactive
InstagramMemorialize / RemoveNo limit
+ 6 more platforms in the full card

Asset Inventory Spreadsheet

A pre-formatted Google Sheets / Excel template that tracks every digital asset: what it is, where credentials are stored, how to recover it, and who inherits it.

Get the spreadsheet template

Pre-formatted spreadsheet with 6 columns and 50+ pre-filled rows covering every common digital asset category.

.xlsx + Google Sheets link included
AssetTypeCredentials Location
GmailEmailPassword Manager
Chase BankingFinancialSafe deposit box
CoinbaseCryptoHardware key

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+ You'll Also Get

Legacy Letter Template

A guided template for writing a letter to your family with personal instructions, account context, and wishes for your digital presence.

Quarterly Review Reminder

A printable reminder sheet to review your digital estate plan every 90 days — accounts change, platforms update policies, new assets appear.