Template

Digital legacy planning guide

A step-by-step guide to deciding what happens to your online life, and making sure your family can manage it.

Reviewed 2026-07-22T12:20:56
Download the templateDigital-accounts-inventory-—-FamilySafe.pdf

Most of what we leave behind is now digital. Accounts are generally personal and non-transferable, so without a plan families are often locked out of the things they most want to keep.

What is in it

  • What counts as your digital estate.
  • How to set up the legacy tools on Apple, Google and Facebook.
  • Choosing and briefing a digital executor.
  • Recording your wishes: what to close, what to preserve.
  • How digital assets sit alongside your will.

How to use it

Start with your main email, because it can reset almost everything else. Then work through the platforms one at a time. Each takes only a few minutes and saves your family a great deal of difficulty.

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Digital legacy planning guide | FamilySafe