It is yours

Here is your checklist.

Nine pages, forty steps, four sittings. Download it now, and the same link is in the email that is on its way to you.

Download the checklist

PDF · 9 pages · Yours to keep and to print

Ten minutes, before the first sitting

Three rules, and the whole thing works.

People who set these up finish the four weeks. People who skip them tend to stop halfway through week one with a half-sorted inbox.

01

Pick where the record goes

A notebook, a spreadsheet or a document. Decide before you start, because the record is the point and the tidying is not.

02

Put four sittings on the calendar

One a week, named, with a time against each. Do this now, while the checklist is open.

03

Find everything first, decide afterwards

One rule, and it is the whole method. Write down what you find. Cancel, close and sort nothing until the timer ends.

Week one of four

Your accounts, in full, on this page.

You do not have to wait for the email to start. This is the whole of the first sitting, eight steps, about twenty-two minutes. Everything in a digital life depends on a small number of accounts, and almost nobody knows how many they have.

  • Open your password manager, or your browser’s saved passwords, and read the list of names.
  • Write down every account you find, and the email address each one uses.
  • Decide for each account: keep, update, consolidate or close.
  • Choose one email address to be the one your important accounts use.
  • Move the important accounts onto that address, one at a time.
  • Clear your inbox: delete it, decline it, defend against it, document it, or do it.
  • Unsubscribe from what you never open, rather than deleting it every week.
  • Write down the accounts you are keeping.

The last step is the one people skip, and it is the one the other three weeks are built on.

If the email has not arrived

Give it two minutes, then look in spam.

It comes from hello@havensmith.company. Adding that address to your contacts keeps the weekly email out of the spam folder as well. You have the checklist either way, from the button at the top of this page.

Tell us it did not arrive

What comes after week four

Clearing it out was the first month.

The four weeks leave you with a record of what you have. That is worth having on its own, and it is also the point at which the next questions become answerable.

Month one

Digital Organization

The four weeks you are about to do, done properly and in full: accounts, money, files, photographs, devices and people, with the worksheets that hold the record. Fifty-four pages, $49.

Month two

Digital Safety

Recovery paths, two-factor authentication, the scams that work on careful people, and what to do in the first hour if something has already happened.

Month three

Digital Legacy & Estate Planning

Who can reach what, how they would know, and what they would need. The part almost nobody writes down.

Or the whole method at once

The Digital Life Management System.

All three monthly guides, the Workbook and the Emergency Information Record, plus the Complete Checklist, which is the full version of the one you just downloaded with every step in it, business as well as personal. One payment of $179, and nothing that renews.

See the System

$255 bought separately · or the Library, everything we publish for a year, $299

While you are here

Two minutes, and you will know where you stand.

The checklist clears things out. The Digital Life Quiz tells you whether the rest of it is in a state you could rely on, and gives you a score out of eighteen and one thing to do first.