Digital Life & Security
Digital Legacy Planning Checklist
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22 itemsMake sure loved ones can reach what matters. This free digital legacy planning checklist gives you a 22-item head start so nothing important slips through the cracks. it's been shaped by real families using it in real moments — the kind you don't get a second chance to prepare for. Use it as-is, or open it in Checkbloom to customise every item, share it with anyone by link (no account required on their end), and tick things off together in real time from any phone. When you're offline, changes queue and sync the moment you're back. Every Checkbloom template is free to preview and free to download as a PDF. Create a list from this template and share it with anyone by link — they can check items off in real time with no account or app download required.
This is a gift to the people who love you. They will thank you for it.
What's on the list
- List every important online account
- Note the purpose of each account
- Decide which accounts should be closed at death
- Decide which should be memorialised
- Decide which should be passed on
- Set up legacy contacts on Apple and Google
- Set up legacy contact on Facebook
- Document your password manager master access
- Choose one trusted person to hold access
- Write instructions in plain language
- Note location of important digital files
- List subscriptions that bill automatically
- List domains and websites you own
- Note crypto wallets and how to access them
- Note photo storage and how to download
- Note any business accounts and successors
- Add digital wishes to your will
- Talk to your executor about the plan
- Seal physical instructions in an envelope
- Tell two people where the envelope is
- Review yearly or after major life changes
- Date and sign your instructions
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