Tip Sheet
Digital Afterlife Planning Checklist

Preparing Your Digital Life for Death or Incapacity
Digital Inventory
- [ ] Create a secure, up-to-date list of all digital accounts, services, and subscriptions.
- [ ] Include device names and operating systems (e.g., ‘MacBook Pro – FileVault enabled’).
- [ ] Record MFA settings and recovery procedures for each asset.
- [ ] Review and update the inventory at least annually.
Password Management
- [ ] Store all account credentials in a trusted password manager.
- [ ] Ensure all passwords are actually stored within the password manager, not kept separately.
- [ ] Enable emergency access or designate a digital heir.
- [ ] Print and store the password manager’s recovery materials (e.g., 1Password Emergency Kit) in a secure location.
Devices and MFA
- [ ] List and store PINs/passcodes for critical devices.
- [ ] Save recovery keys for encrypted drives (BitLocker/FileVault).
- [ ] Share backup codes or register alternative MFA methods accessible to a trusted contact.
Cloud Services and Smart Home
- [ ] Designate Apple Legacy Contact and configure Google Inactive Account Manager.
- [ ] Document access instructions for smart home devices (locks, thermostats, etc.).
Financial and Legal Files
- [ ] Organize digital copies of tax documents, legal files, and financial trackers in a secure cloud location.
- [ ] Share access instructions with your digital executor or include them in your will.
Social Media and Online Accounts
- [ ] Decide what should happen to each major account (memorialize, delete, transfer).
- [ ] Set up legacy contact or account manager access where available.
Business and Organizational Access
- [ ] Document succession plans for business-critical accounts and systems.
- [ ] Train alternate personnel and store recovery materials securely.
- [ ] Audit admin-level access regularly and include contingency plans in HR policy.