ORGANIZE YOUR DIGITAL LIFE IN ONE PRACTICAL PLACE
Digital Life Management Workbook™
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™
The Digital Life Management Workbook™ turns the Digital Life Management System™ into practical action. It gives you one structured place to organize the accounts, records, devices, people, and information that support your life. The Emergency Information Record™ complements the Workbook by giving you a separate place for the limited amount of highly sensitive information that should not be stored throughout your everyday organizational records. Together, the two resources help you organize, protect, prepare, and maintain your digital life over time.
Month One
Organize
Inventory your accounts, financial information, files, devices, contacts, dependents, and business information.
Month Two
Protect
Document security settings, recovery methods, backups, monitoring, and important protection decisions.
Month Three
Prepare
Record future instructions, trusted people, important decisions, and information others may need.
Ongoing
Maintenance
Keep both resources accurate through regular updates, quarterly reviews, and annual reviews.
Digital Life Management Workbook™
The Digital Life Management Workbook™ is the central organizational tool for your digital life. It helps you inventory, organize, and maintain important information in one structured place rather than relying on scattered notes, memory, or disconnected documents.
Inside the guided course, you’ll walk through every Workbook section and learn what information belongs there, how to complete it, and how to keep it useful as your life changes.
You’ll also learn how to use the Emergency Information Record™ alongside the Workbook. This companion record is reserved for highly sensitive information you intentionally choose not to store in an everyday reference document.
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Workbook Walkthrough
Learn how the Digital Life Management Workbook™ is organized, how each section works, and how to use it as the central reference for managing your digital life over time.
Learn how the Digital Life Management Workbook™ is organized, how each section works, and how to use it as the central reference for managing your digital life over time.
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Emergency Information Record™
Learn how the Emergency Information Record™ complements the Digital Life Management Workbook™, what information belongs in it, and how to securely maintain the highly sensitive information you choose to keep separate.
Learn how the Emergency Information Record™ complements the Digital Life Management Workbook™, what information belongs in it, and how to securely maintain the highly sensitive information you choose to keep separate.
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Review & Maintain the Workbook
Learn how to review, maintain, and update the Digital Life Management Workbook™ and Emergency Information Record™ so they continue to reflect your life as it changes.
Learn how to review, maintain, and update the Digital Life Management Workbook™ and Emergency Information Record™ so they continue to reflect your life as it changes.
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A WELL MANAGED DIGITAL LIFE
What You Will Accomplish
By the end of the course, you will have more than two completed resources. You will have a clearer, more manageable picture of your digital life—what you have, where important information belongs, what should remain separate, and how to keep everything current as your life changes.
Instead of relying on memory, scattered notes, old emails, and disconnected documents, you will have a practical structure you can return to whenever you need to review an account, locate an important record, update a device, help a family member, or prepare for a future transition.
PRACTICAL TOOLS FOR REAL LIFE
Is This Course Right for You?
With the Workbook & Record, you can finally...
✓ Bring the important parts of your digital life together in one organized place
✓ Know which accounts, files, devices, financial relationships, and records you have
✓ Stop relying on memory, scattered notes, old emails, and disconnected documents
✓ Find important information faster when you need it
✓ Keep highly sensitive information separate from your everyday organizational records
✓ Create clear information that someone you trust can understand if they ever need to help
✓ Review and update your digital life without rebuilding everything from the beginning
✓ Maintain a practical reference that grows and changes with your life
This product is designed for people who...
✓ Feel like their digital life has become too large, scattered, or difficult to manage
✓ Know important information exists but are not always sure where it is
✓ Have accumulated years of accounts, devices, files, subscriptions, and digital records
✓ Want one reliable place to understand and manage the important parts of modern life
✓ Worry that a family member or trusted person would not know where to begin in an emergency
✓ Want to organize their information before a move, illness, family transition, retirement, or other major life change
✓ Need more than a blank spreadsheet but do not want an overly complicated planning process
✓ Want a practical structure they can continue using for years
GET STARTED
Buy the Digital Life Management Workbook™
Choose the option that best fits where you are today. Buy the Workbook on its own or get the complete Digital Life Management™ Course Bundle. After clicking Buy, you’ll create your free Haven Smith & Company account, complete checkout, and immediately access your course and downloads.
Stand-Alone Course
$49
Digital Life Management Workbook™
Stand-Alone Course
✓ Digital Life Management Workbook™ (.xlsm)
✓ Emergency Information Record™ (PDF)
✓ Guided Workbook walkthrough
✓ Guided Emergency Record walkthrough
✓ Review and maintenance guidance
✓ Downloadable companion resources (1 .xlsm & 2 PDFs)
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
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You’ll receive the guided Digital Life Management Workbook™ course, the Digital Life Management Workbook™, and the Emergency Information Record™. The course walks you through both resources and explains what information belongs in each one.
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The Workbook is the central reference for information you review and update regularly, including accounts, financial relationships, files, devices, contacts, dependents, and business information.
The Emergency Information Record™ is reserved for the small amount of highly sensitive information you intentionally choose to keep separate.
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The Workbook includes structured sections for digital accounts, financial information, files and data, devices, contacts, dependents, and business information. It is designed to help you organize the important parts of your digital life in one practical place.
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The record may be used for highly sensitive details you do not want stored throughout your Workbook, such as certain identification information, recovery codes, encryption keys, master access information, or secure-location details.
You decide what to include based on your circumstances and security preferences.
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No. It is included as an optional companion resource for people who prefer to maintain a separate, securely stored record of selected sensitive information.
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Yes. The Workbook is a structured digital spreadsheet designed for ongoing updates. You can use it as provided or adapt the framework to another organizational method that works better for you.
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It is designed as a printable record that can be stored in a secure location, such as a fire-resistant safe. You should include only the information you deliberately choose to keep there.
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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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No. This product can be used independently. The guided course explains how the Workbook and Emergency Information Record™ are structured and how to maintain them.
The complete bundle provides the broader education for organizing, protecting, and preparing each part of your digital life.
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You can move through the walkthrough quickly, but completing your own records will take place over time. Start with the sections that matter most, work in manageable sessions, and continue updating the resources as your digital life changes.
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Review changed sections throughout the year, complete a broader quarterly review, and conduct a full annual review. Major changes involving your home, family, work, finances, devices, or trusted people may also require an update. The deck includes separate quarterly and annual review guidance for both resources.
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No. The course provides educational guidance for organizing and managing personal digital information. It does not replace advice from a qualified attorney, financial advisor, tax professional, or licensed cybersecurity professional.