Create an inventory
List important accounts, devices, domains, cloud storage, subscriptions, financial services, creative work, family archives, and online communities. Record the purpose and owner of each item.
Separate access from the plan
Use a reputable password manager or another secure method for credentials. The planning document should point an authorized person to the access process instead of containing passwords, recovery codes, or private keys.
State what should happen
Choose whether important material should be preserved, transferred, memorialized, archived, exported, or deleted. Consider family photographs, personal writing, business assets, social accounts, and unfinished creative work.
Review authority and timing
Name trusted people and discuss the plan with them. Estate, privacy, platform, and fiduciary rules vary by jurisdiction, so use qualified legal advice for formal authority and review the plan after major life or account changes.