Digital Legacy Planning Blog

A practical checklist for preserving a deceased person's smartphone, protecting data, avoiding lockouts, and deciding what to access, save, or close.

A practical guide to planning phone unlock access, backups, passkeys, two-factor codes, and privacy boundaries before families face a locked device.

Learn how digital assets can fit into a trust, when a trust helps, where provider rules still matter, and what families should document before a crisis.

Learn how trustees should plan for digital assets, where trust authority may help, and why provider rules, consent, inventories, and secure access instructions still matter.

Learn how a power of attorney can support digital account planning, where it may fall short, and how families can combine legal authority with secure access instructions.

Learn why incapacity planning for digital accounts matters before death, and how caregivers can prepare access instructions, devices, legal authority, and privacy boundaries.

Learn how to talk to parents about digital legacy with a calm, practical conversation plan that covers accounts, devices, memories, legal authority, and privacy.

Learn how blended families can organize digital accounts, access roles, photos, passwords, and platform tools so children, spouses, former spouses, and executors avoid confusion.

A practical guide for adult children and older parents to organize digital accounts, devices, recovery details, and authority before a health crisis.