What it is
A digital legacy contact is a person designated through a provider’s process to handle specified data or account matters after death or another defined event.
Why it exists
It creates a provider-recognized route for continuity without assuming relatives can sign in as the account holder.
When it may help
It helps organize important photos, files and profiles while the account holder can make choices and verify them.
When it may not fit
It does not necessarily transfer subscriptions, purchased media, passwords or unrestricted account access. Each provider defines its scope.
Tradeoffs and access
Apple’s legacy process and Google’s inactivity settings operate differently. Required documentation, contact information and access materials must be maintained. Do not store a legacy access key in general Planstead notes.
Tax considerations
The designation does not determine tax ownership of financial assets or business income associated with an account.
Common mistakes
Avoid assuming one provider’s legacy setting covers every service, naming someone without telling them or confusing a selected contact with a completed setup.
Fictional example
Fictional Lee confirms a legacy contact in the provider account and records only where the separate secure instructions are held.
Questions to ask
What event activates the process? What data is included or excluded? What documentation is required? Can the contact find the secure instructions?
What to record in Planstead
Record provider, chosen contact, intended outcome and safe instructions location in Digital Estate. Keep keys and credentials outside Planstead.
Next step
Review and complete the provider’s official settings, then confirm the chosen person understands the role.
Sources
Primary sources reviewed 2026-09-14. A source describes its own rules; the fictional examples illustrate questions, not a recommendation.