Digital legacy worksheet
A simple page to help someone find the right accounts and people when it matters. Print it or save a blank copy as a PDF, then fill it in somewhere private.
Keep passwords and recovery codes off this sheet. Record only where the approved access instructions are stored. Protect the completed copy and tell one trusted person where to find it.
1. Important accounts and information
Start with your main email, photos, cloud files, important documents and any business or financial services that need attention.
| Account or item | Why it matters | Where approved access instructions are kept |
|---|---|---|
2. People who should know
First trusted person:
Backup contact:
Where the full plan is stored:
Professional adviser, if needed:
3. Before you put this away
- □ I checked the provider's current legacy or emergency-access instructions.
- □ My trusted person knows where to begin and has accepted any required invitation.
- □ I recorded who should receive which information and what should stay private.
- □ The completed sheet is stored securely, separately from passwords.
Next review date: ____________________
Need help deciding what to write? Read what a digital legacy plan includes, compare official access tools, then follow the eight-step checklist. This worksheet is practical guidance, not a legal document.
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