Plan Book chapter People & Family · 73% Professional Contacts · 74% Assets & Debts · 69% Banking · 68% Retirement & Pensions · 60% Real Estate · 72% Insurance · 74% Beneficiaries · 69% Estate Documents · 68% Guardians & Decision Makers · 34% Charity & Donations · 51% Digital Estate · 64% Long-Term Care · 45% Executor Handbook · 58%
Dashboard › Plan Book › Digital Estate Fictional sample Interactive demonstration
Chapter 12
Digital Estate Build an organized inventory and disposition plan for important accounts, subscriptions, and safe access-instruction locations.
Record where access instructions are kept—not passwords, private keys, seed phrases, recovery codes, security answers, MFA secrets, or authentication tokens.
Canonical readiness
What makes up 64% readiness? Not Applicable leaves the denominator. Review Later stays applicable and incomplete.
4 completed
6 applicable
0 excluded
2 remaining
Top gaps → Review Social profile. → Review Digital wallet reference.
Manage what applies Plan Settings → Plan setup
Chapter applicability Applicability was set during onboarding. Review Later remains incomplete; Not Applicable is excluded from readiness.
Add selected (0) Household overview
Digital overview and important accounts See who or what each record concerns, where supporting information can be found, and what needs review.
primary email confirmed
Primary household email
Owner Jordan Maple
Account identifier hint Jordan's personal email
Recorded preference Keep active
Legacy contact Taylor Stone
Responsible person Taylor Stone
Formal platform legacy contact unknown
Access instruction location Home safe envelope reference
Survivor workflow not started
Estate documents Maple household will
Last reviewed 2026-06-22 Mark reviewed Edit Archive
family photo library reviewed
Cloud photo library
Owner Jordan Maple, Casey Maple
Recorded preference Preserve / archive
Legacy contact Taylor Stone
Responsible person Taylor Stone
Formal platform legacy contact not supported
Recurring service Yes
Estimated recurring amount $10
Billing frequency monthly
Renewal date 2026-09-05
Access instruction location Digital-instructions index
Survivor workflow not started
Last reviewed 2026-07-10 Mark reviewed Edit Archive
social media unknown
Social profile
Owner Casey Maple
Recorded preference Memorialize
Formal platform legacy contact review later
Survivor workflow not started Mark reviewed Edit Archive
password manager reference reviewed
Password manager reference
Owner Jordan Maple
Recorded preference Family decision needed
Responsible person Taylor Stone
Access instruction location Location recorded separately
Survivor workflow instructions located
Estate documents Maple household will
Last reviewed 2026-08-01 Mark reviewed Edit Archive
digital wallet reference deferred
Digital wallet reference
Owner Jordan Maple
Recorded preference Unknown / review later
Access instruction location Household digital-assets index; no private keys stored
Survivor workflow not started Mark reviewed Edit Archive
streaming subscription reviewed
Fictional Family Streaming
Owner Casey Maple
Recorded preference Cancel subscription
Responsible person Taylor Stone
Recurring service Yes
Estimated recurring amount $15
Billing frequency monthly
Renewal date 2026-09-14
Survivor workflow not started Mark reviewed Edit Archive
Keep the plan current
Manage digital accounts and recorded preferences + Add a record 6 important accounts recorded
2 legacy contacts recorded
2 recurring services identified
6 disposition preferences
2 accounts needing review
Digital continuity guidance
Record preferences and safe locations—not authority or credentials Subscription cancellation ⓘ
Future recurring-service candidate architecture Fictional Cloud Storage is a fictional probable recurring payment candidate. Future actions may confirm, ignore, or add it to Digital Estate. No transaction connection or automatic cancellation exists.
◉ Keep the record safe and useful Record where access instructions are kept—not passwords, private keys, seed phrases, recovery codes, security answers, MFA secrets, or authentication tokens.
Know what to do next
Recommended next steps Recommendation controls are reversible and do not change readiness.
Review Open
Confirm primary-email disposition Review the recorded preference and responsible person.
Why this appeared Primary email is critical to the household handoff. Review Defer Dismiss Complete
Review Open
Confirm the family photo preservation plan Review transfer, archive, and subscription continuity.
Why this appeared The photo library has recurring service and preservation references. Review Defer Dismiss Complete
Review Open
Review recurring subscriptions Confirm which services should remain active or be reviewed later.
Why this appeared Recorded recurring services need a survivor action. Review Defer Dismiss Complete
Review Open
Record safe instruction locations Note where instructions are kept—not credentials.
Why this appeared A digital record still lacks a safe instruction location. Review Defer Dismiss Complete
Plan future check-ins
Chapter review Nov 4 Planstead — Digital estate review Review owners, recorded preferences, responsible people, subscriptions, and safe instruction locations; never include credentials.