DIGITAL LIFE MANAGEMENT SYSTEM™ MONTH THREE
Digital Legacy & Estate Planning
Document important information, organize critical records, and create a practical plan that helps the people you trust manage your digital life when it's needed most.
A THREE-PART FRAMEWORK
The Digital Life Management System™
Digital Legacy & Estate Planning is Month Three of the Digital Life Management System™. After organizing your digital life, you'll strengthen the protections around everything you depend on. Throughout this course you'll configure practical security settings, improve recovery, establish monitoring habits, and create a protection process you can maintain for years to come.
Month One
Organize
Build a practical foundation by organizing your accounts, files, devices, contacts, and digital data.
Month Two
Protect
Strengthen your digital life with practical security habits, recovery planning, and fraud prevention strategies.
Month Three
Prepare
Prepare for the future by documenting important decisions, organizing records, and creating a digital legacy plan.
Ongoing
Maintenance
Keep your digital life accurate and up to date with simple daily, weekly, monthly, quarterly, and annual review habits.
Digital Legacy & Estate Planning
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.
-
-
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.
-
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.
-
-
-
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.
-
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.
-
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.
-
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.
-
-
-
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.
-
A PREPARED DIGITAL LIFE
What You Will Accomplish
By the end of Month Three, you'll have a practical plan for managing the future of your digital life. You'll know where important information belongs, who should have access to it, and how to keep your plan current as your life changes.
Week One
Digital Accounts
Organize important documents, identify your digital assets, and determine what information should become part of your long-term digital legacy plan.
Week Two
Financial Accounts
Document trusted contacts, define important responsibilities, and prepare the information family members or caregivers may need in the future.
Week Three
Files & Data
Create a practical framework for organizing your digital estate, documenting important decisions, and preparing your digital life and legacy for future transitions.
Week 4
Devices, Contacts
Complete your Digital Legacy plan and establish a simple review process that keeps your records, documentation, and plans current as your life changes.
UNDERSTAND HOW TO PREPARE YOUR DIGITAL LIFE
Is This Course Right for You?
By the end of month three, you will have…
✓ Documented important records and decisions
✓ Organized trusted contacts
✓ Completed your Digital Life Management Workbook™
✓ Organized emergency information
✓ Prepared your digital legacy plan
✓ Documented important digital assets
✓ Built a practical transition framework
✓ Created a long-term preparedness process
This course is designed for people who…
✓ Have organized and protected their digital life
✓ Want to prepare before life changes unexpectedly
✓ Are creating or updating an estate plan
✓ Want to reduce uncertainty for family members
✓ Want important information to be easier to locate
✓ Prefer practical planning over complicated legal documents
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
When you click the BUY button, you will first create a free account and then checkout.
Best Deal
Complete Four-Course Bundle
$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
-
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.
-
No. This course provides practical organizational guidance and educational information. It is not legal, financial, or estate planning advice.
-
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.
-
No. The course is designed for everyday users and focuses on practical organization rather than technical expertise.
-
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.
-
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.
-
Yes. The Complete Digital Life Management System™ Bundle includes all three monthly courses, the Digital Life Management Workbook™, companion resources, and bonus materials.
-
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.
-
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.