DIGITAL LIFE MANAGEMENT SYSTEM™ MONTH THREE
Prepare your digital accounts, records, property, and important information for emergencies, incapacity, and the future. Learn what to document, what trusted people may need, and how digital planning supports your larger estate plan.
Digital Legacy & Estate Planning
Week One
DIGITAL ACCOUNTS
Week Two
FINANCIAL ACCOUNTS
Week Three
FILES & DATA
Week Four
DEVICES & CONTACTS
ABOUT THE COURSE
Preparing your digital life for the future.
Preparing your digital life isn't about expecting the worst—it's about making life easier for yourself and the people you trust. This course provides a practical framework for documenting important information, organizing critical records, and preparing your digital life for future transitions.
Throughout the course, you'll build a clear, organized plan that helps reduce uncertainty and ensures the information you've worked hard to organize remains accessible when it's needed.
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Introduction
Welcome to Month Three of the Digital Life Management System™. Learn how the course is structured and how practical preparation can help ensure your digital life remains organized, accessible, and manageable as life changes.
Welcome to Month Three of the Digital Life Management System™. Learn how the course is structured and how practical preparation can help ensure your digital life remains organized, accessible, and manageable as life changes.
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Month Three — Prepare
Learn how Month Three is organized, what you'll prepare each week, and how the Digital Life Management System™ helps you create a practical plan for future transitions.
Learn how Month Three is organized, what you'll prepare each week, and how the Digital Life Management System™ helps you create a practical plan for future transitions.
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Week One — Digital Accounts
Identify your digital assets, organize important records, and begin building a practical digital legacy plan for future transitions.
Identify your digital assets, organize important records, and begin building a practical digital legacy plan for future transitions.
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Week Two — Financial Accounts
Prepare your financial accounts, payment methods, credit profile, subscriptions, and recurring obligations so trusted people can understand your financial life and carry out your decisions.
Prepare your financial accounts, payment methods, credit profile, subscriptions, and recurring obligations so trusted people can understand your financial life and carry out your decisions.
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Week Three - Files & Data
Prepare your photos, important files, cloud storage, and communication history so trusted people can understand what matters, where it's stored, and how it should be preserved.
Prepare your photos, important files, cloud storage, and communication history so trusted people can understand what matters, where it's stored, and how it should be preserved.
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Week Four - Devices, Contacts, Dependents & Business
Prepare your devices, trusted contacts, dependents, and business information so the people you trust have the context they need to confidently manage your digital life in the future.
Prepare your devices, trusted contacts, dependents, and business information so the people you trust have the context they need to confidently manage your digital life in the future.
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Review & Maintain
Review your Digital Legacy & Estate Plan, confirm your important decisions, and establish a practical maintenance routine that keeps your plan accurate as your life changes.
Review your Digital Legacy & Estate Plan, confirm your important decisions, and establish a practical maintenance routine that keeps your plan accurate as your life changes.
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The Digital Life Management System™
A THREE-PART FRAMEWORK
The Digital Life Management System™ follows a simple three-part framework. You begin by organizing your digital life, then strengthen it through practical protection strategies, and finally prepare it for future transitions and long-term planning. After the initial cleanup, you'll keep everything current through a simple maintenance schedule that fits naturally into everyday life.
Month One
ORGANIZE
Month Two
PROTECT
Month Three
PREPARE
Ongoing
MAINTAIN OVER TIME
GET STARTED
Buy the Course
Choose the option that's right for you. After clicking Buy, you'll create your Haven Smith & Company account, complete your purchase, and immediately unlock your course.
Stand-Alone Course
$49
Digital Legacy & Estate Planning
Stand-Alone Course
✓ Month Three: Digital Legacy & Estate Planning
✓ Four implementation lessons
✓ Companion guides & downloads
✓ Practical AI prompts
✓ Lifetime access
✓ Self-paced learning
✓ Prepare your digital life for the future
When you click the BUY button, you will first create a free account and then checkout.
Three Courses + Guided Workbook
$149
Digital Life Management™ Course Bundle
✓ Month One: Digital Organization
✓ Month Two: Digital Safety
✓ Month Three: Digital Legacy & Estate Planning
✓ Digital Life Management Workbook™
✓ Companion guides & bonus resources
✓ Lifetime access
✓ Best overall value
When you click the BUY button, you will first create a free account and then checkout.
Frequently Asked Questions
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Most digital legacy resources focus primarily on legal documents. This course focuses on organizing your digital life so important information is easier to find, maintain, and share with the people you trust when appropriate.
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No. This course provides practical organizational guidance and educational information. It is not legal, financial, or estate planning advice.
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Yes. This course complements existing estate planning by helping you organize the digital information and records that traditional estate documents often don't address in detail.
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No. The course is designed for everyday users and focuses on practical organization rather than technical expertise.
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Digital Organization and Digital Safety are recommended because Month Three builds on the work completed in the first two courses. However, you can still complete this course independently if your primary goal is preparing your digital life for the future.
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The course is designed to be completed over four weeks by working through one lesson each week. Afterward, you'll maintain your plan through simple periodic reviews as your digital life changes.
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Yes. The Complete Digital Life Management System™ Bundle includes all three monthly courses, the Digital Life Management Workbook™, companion resources, and bonus materials.
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After completing Month Three, you'll have finished the initial implementation of the Digital Life Management System™. From there, you'll transition into the ongoing maintenance schedule, using regular reviews to keep your records organized, your protections current, and your plans up to date.
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Yes. Throughout the course, you'll find practical AI prompts that can help you organize information, review your plans, and identify areas for improvement without sharing sensitive personal information.
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This course is $49 individually, or included as part of the Complete Digital Life Management System™ Bundle for $149, which also includes the other two courses and the Workbook.