Focused guide · life events
You do not have to do all of it today.
Somewhere in the middle of everything else there is a phone nobody can unlock, an email address that half their life runs through, and a bank that wants a document you have never heard of. This puts those tasks in order so you can do the next one and put the rest down.
- Three horizons — the first 72 hours, the first two weeks, the first three months
- Four pages for today — mostly things to protect, and several things not to do yet
- One notebook — every call you make, who you spoke to, the date, and what they asked for next
- 24 pages — PDF, instant download, no login
Almost nothing has to happen today. A few things should.
What it is for
The hour you can only manage one thing.
It is for the first evening, when you want to be told the four things that genuinely cannot wait and given permission to leave the rest.
It is for the third week, when you are on your ninth phone call and you have a record of every one of the previous eight.
It is for the month afterwards, when something surfaces that everyone missed, and there is already a place in the book to catch it.
How it is arranged
Three horizons, so nothing is urgent that is not.
Digital accounts are not like a house or a car. Almost nothing transfers automatically, most companies will not give you a password under any circumstance, and each one has its own process, its own forms, and its own idea of who counts as family.
The first 72 hours
Protect access, prevent loss, and stop anything irreversible. Urgent, and shorter than you expect. Four pages.
The first two weeks
Inventory, notifications, and the platform requests that take time to process. Repetitive, and a great many forms.
The first three months
Closing, transferring, preserving, and watching for fraud. Slow, and easy to forget.
The three foundations
The certificates you will be asked for over and over, proof of your role, and one email address used for every request so replies do not scatter across accounts.
One promise
You will not finish this perfectly, and no one does.
Accounts get missed, and they surface months later when a charge appears or a renewal email arrives. That is normal, and the book includes a place to catch them when they do.
Expect to repeat yourself. You will tell the story many times to many institutions, and that is not a sign you are doing it wrong.
Honestly
Who this is for, and who it is not.
This is for you if
- You are the one handling it and you want to know what comes first.
- You are weeks in and not sure what you have missed.
- You are holding a phone nobody can unlock and a list of companies who all want something different.
- You want a record of who you spoke to and when, because you will need it.
This is not for you if
- You are preparing your own plan in advance. Month Three is $49 and it is the kinder side of this.
- You need legal or tax guidance. This is a practical guide to digital accounts and records, and it does not replace an attorney, an executor, or a probate court.
If you want more than this
The version you do in advance.
Everything in this guide is harder because nobody wrote anything down first. If you would rather your own people never had to do this, that is Month Three.
Digital Legacy & Estate Planning — Month Three $49
Four weeks deciding what should happen, setting the legacy tools the platforms already offer, and telling the people you have chosen.
The Emergency Information Record $29
The printed page that holds the handful of things which should never be stored online.
Before you buy
The questions people ask.
Where do I put the account information as I collect it?
Account names, institutions, reference numbers and dates go in your notebook or the Digital Life Management Workbook. Social Security numbers, account numbers, PINs and recovery codes belong only on paper, in one place you have chosen deliberately. Never put any of it into an AI chat.
Is this legal or tax advice?
No. It is a practical guide to digital accounts and records. It does not replace working with an attorney, an executor, or a probate court. Where the two meet, the law wins.
What should I do first?
Open it and start at the first 72 hours. It is four pages, mostly things to protect and several things deliberately not to do yet. Then stop.
Do I need an account to open it?
No. It downloads the moment you pay, and it is yours on your own computer. There is no account to make and no site to log back into.
Can I get a refund?
Yes. Read it, try it, and if it is not what you wanted, write to us within seven days and we will refund you.
Do the next one. Put the rest down.
Three horizons, in the order they matter. 24 pages, one payment of $29.
Instant download · No login · Seven-day guarantee