ORGANIZE YOUR DIGITAL LIFE IN ONE PRACTICAL PLACE
Put your digital life plan into practice with guided inventories, worksheets, and review pages for organizing, protecting, and preparing your digital life. Use the workbook independently or alongside Haven Smith & Company courses.
Digital Life Management Workbook™
ABOUT THE WORKBOOK
Documenting your digital life.
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 THREE-PART FRAMEWORK
The Digital Life Management System™
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
DIGITAL LIFE MANAGEMENT WORKBOOK™
Buy the 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.
Workbook + Guided Walkthroughs
$49
Digital Life Management Workbook™
Workbook + Guided Walkthroughs
✓ Downloadable digital spreadsheet (.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.
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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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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The Digital Life Management Workbook™ is a downloadable digital spreadsheet provided as an .xlsm file. Use it to record and update your information over time. Your purchase includes guided walkthroughs that explain the Workbook and the accompanying Emergency Information Record™ PDF.
You will need spreadsheet software compatible with the Workbook file. If you are unsure whether it will work with your device or software, please contact us before purchasing.
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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.
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The Workbook, including the guided course and the Emergency Information Record™, is $49. It’s also included in the Complete Digital Life Management System™ Bundle for $149.