Personal & Digital Legacy Checklist — Complete Bundle
Passwords, accounts, documents, and wishes, gathered in one place for the people who will need them.
If something happened to you tomorrow, would anyone know where your accounts are, who to call, or how to get into your phone? This checklist walks you through everything your family would need to find, step by step, so they aren't left guessing during an already hard time.
Three versions, so it fits your household:
- Individuals: for one person.
- Couples: side-by-side sections for both partners.
- Family: adds a Children & Guardianship section for who cares for the kids, their daily routines, and emergency contacts.
Two formats, so you can fill it in your way:
- Fillable PDF: type into every field, then print or save a copy.
- Excel workbook: each section on its own tab, easy to update and expand as life changes.
What's covered: a Read This First page for whoever finds it, key people to notify, ID and documents, medical information, trust documents, bank, investment, retirement and debt accounts, life insurance, employer benefits, mortgage and real estate, a personal property memorandum, digital accounts and passwords, phones and devices, digital legacy and subscriptions, vehicles, home systems and access, pet care, utilities, home service providers, and final wishes and personal messages.
Thoughtfully designed:
- A clickable table of contents that jumps to any section
- Built-in reminders on safer ways to record sensitive information, like noting where your passwords are stored instead of writing them down
- Clean pages that print well if you want a physical copy
What you'll receive: six files, all three versions in both PDF and Excel.
This checklist is an organizational tool, not a legal document. It does not replace a will, trust, or advice from an attorney or financial professional. Store your completed copy somewhere secure - password protected. For personal use only.
