Three Digital Legacy and Estate Planning cards fanned out: Who Steps In, Five Situations, and Trusted People

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Aha Moments: Digital Legacy and Estate Planning Printable Deck

One card for every step of Month Three of Accounted For, so you can prepare for the people you love one card at a time.

  • The cardsA PDF you print at home, cut, and fold, plus a screen version and phone pictures
  • The backsShort exercises on the back of every card, ready to try today

$19

Your download link arrives by email the moment you pay. You have seven days to change your mind.

Insidethe download
  • Card fronts
  • Card backs
  • Short exercises
  • Print at home
  • A screen deck
  • Phone pictures
  • Cut and fold
  • The book’s order
Just between us

Preparing for the people you love is easier one card at a time.

Planning who steps in, what they can reach, and what you want is tender work, and a few minutes at a time makes room for it.

This deck turns Month Three of my Digital Life Management System into cards. Each card holds one step, in the order of my book Accounted For, with short exercises on the back. Draw the next card, do the step, and set the card on your finished pile.

Download the file, print the cards at home, cut them out, and fold each one in half. The screen version and the phone pictures come with it, so the next card is always close.

Would you like the full lessons behind each card? The Digital Legacy & Estate Planning guide walks through Month Three in detail.

Where the theme comes from

Every card comes from Month Three of Accounted For.

Accounted For is my book on organizing your digital life for the people you love. It follows a twelve-week plan in three months: Organize, Protect, and Prepare.

Month Three is Prepare. The cards follow the book’s order, from choosing who steps in, through Weeks Nine to Twelve, so the deck becomes your plan.

The Digital Organization deck covers Month One, and the Digital Safety deck covers Month Two.

Card by card

See the front of every card in the deck.

  • The Five Situations card: Emergency, Absence & ContinuityPrepare setup
  • The Who Steps In card: People, Reasons & RolesPrepare setup
  • The Trusted People card: Patience, Availability & TrustPrepare setup
  • The First Call card: Priority, Backup & ReadinessPrepare setup
  • The Phone Numbers card: Purpose, Carrier & OwnershipWeek 9
  • The Six Months card: Instruction, Voice & WarningWeek 9
  • The Email Inventory card: Root, Purpose & DiscoveryWeek 9
  • The Email Decisions card: Keep, Archive & TransferWeek 9
See every cardShow fewer cards
  • The Close Order card: Personal, General & RootWeek 9
  • The Emergency Access card: Nominee, Waiting & NoticeWeek 9
  • The Master Password card: Backstop, Paper & SecrecyWeek 9
  • The Account Purposes card: Context, Purpose & ClarityWeek 9
  • The Five Decisions card: Memorialize, Transfer & CloseWeek 9
  • The Apple Legacy card: Legacy, Recovery & KeysWeek 9
  • The Google & Facebook card: Inactivity, Caretakers & ChoicesWeek 9
  • The Notes Column card: Decisions, Dates & DetailsWeek 9
  • The Retirement Forms card: Retirement, Savings & DatesWeek 10
  • The Policies & TOD card: Insurance, Annuities & TODWeek 10
  • The Ownership card: Individual, Joint & TrustWeek 10
  • The Who Manages card: Management, People & CareWeek 10
  • The Essentials Card card: Payments, Autopay & EssentialsWeek 10
  • The Freeze Plan card: Freezes, Alerts & BureausWeek 10
  • The Subscriptions card: Continue, Cancel & TransferWeek 10
  • The What Is Owed card: Debts, Loans & Co-signersWeek 10
  • The Recovery Phrase card: Keys, Paper & PlanningWeek 10
  • The Money Directions card: Clarity, Voice & InstructionsWeek 10
  • The Photo Wishes card: Preserve, Share & PrivateWeek 11
  • The Photo Prints card: Paper, Books & VoiceWeek 11
  • The Shared Album card: Fifty Photos, Copies & FamilyWeek 11
  • The Important Docs card: Wills, Policies & DeedsWeek 11
  • The Cloud Storage card: Services, Sync & LocationWeek 11
  • The Drive Labels card: Labels, Drawers & DecisionsWeek 11
  • The Recovery Keys card: Encryption, Paper & AccessWeek 11
  • The Priorities card: Priority, People & CollectionsWeek 11
  • The Messages card: Preserve, Delete & ShareWeek 11
  • The Licenses card: Ownership, Exports & ExpectationsWeek 11
  • The Privacy Wishes card: Privacy, Respect & ClarityWeek 11
  • The Family Letter card: Warmth, Wishes & LocationWeek 11
  • The Device List card: Owners, Serials & LocationsWeek 12
  • The Device Wishes card: Access, Preserve & WipeWeek 12
  • The Passcodes card: Passcodes, Paper & ChoiceWeek 12
  • The Second Factor card: Authenticator, Codes & ClarityWeek 12
  • The Call List card: Order, Reasons & ArrangementsWeek 12
  • The Roles & Backups card: Roles, Timing & BackupsWeek 12
  • The Care Routines card: Routines, Care & PrivacyWeek 12
  • The Ready at Eighteen card: Handover, Timing & ReadinessWeek 12
  • The Business Plan card: Leaders, Continuity & PrivacyWeek 12
  • The First 72 Hours card: Clients, Deadlines & PaymentsWeek 12
  • The Successor card: Honesty, Tasks & TellingWeek 12
  • The The Conversation card: Telling, Access & ConsentWeek 12
  • The Stranger's Eyes card: Clarity, Gaps & FixesWeek 12
  • The Reviews card: Quarterly, Annual & RhythmWeek 12
In the download

Print your own deck, and keep a copy on every screen.

  1. Print at homeFold-over cards, front and back side by side, four to a page.Print at HomePrintable PDF

    Print on regular paper or card stock, cut along the edge, and fold each card in half. You get a real deck without waiting for the mail.

  2. Play on a screenEvery card, front and back, sized for a laptop or a TV.Screen DeckPDF

    Share your screen in a meeting or a classroom, and turn the page to turn the card.

  3. Keep it on your phoneA picture of the front and the back of every card.Phone picturesJPG images

    Save the pictures to your photos, and you always have a card with you, in line, on a walk, or between meetings.

Once the deck is yours

What is true when you finish the deck.

  • You chose who steps in, and they know it.
  • Your email, accounts, and passwords each have a plan.
  • Your money and policies name the right people.
  • Your photos, documents, and wishes are written down.
  • Your devices and second factors can pass to someone you trust.
  • You worked through every step in the book’s order.
  • The handover is how it ends.
Ashley Karr, smiling, in a sunny home office
Meet the founder

Hi, I’m Ashley.

I have worked for more than twenty years in accessibility, trust and safety, and product research and design. I helped create many of the systems our day-to-day lives depend on: banking, payments, identity, and fraud protection. One of my roles was vice president of product research at JPMorgan Chase, and I hold a master’s degree in human factors and systems engineering.

I write books, teach, and build good products. Whatever brought you here, I’m glad you came.

Ashley

Read my story
Before you buy

You have questions, and I have plain answers.

  1. How do I get the files?

    The moment you pay, an email arrives with your download link. Save the files to your own computer and phone. There is no account to create and nothing to log back into.

  2. How do I print the cards?

    Open the Print at Home PDF and print it on standard paper. Card stock feels best, and regular paper works too. Cut each card out and fold it in half, and the front and back line up.

  3. Do I need the book?

    No. Each card stands on its own, with the step on the front and short exercises on the back. Accounted For is coming soon, and the deck follows its order, so the two work beautifully together.

  4. How is this different from the membership?

    This deck is a download you keep and print, so you hold real cards in your hands. The Aha Moments membership is $5 a month, and it lets you play the Aha Moments cards online at havensmith.company/aha.

  5. Is there a printed deck?

    A printed deck is coming later. For now, the download lets you print your own cards today.

  6. Can I share the files?

    Play with as many people as you like. Please keep the files for yourself and the people you play with, and send friends here to get their own copy.

  7. Can I get a refund?

    Yes. Read it, try it, and if it is not what you wanted, write within seven days of buying it. A real person will get back to you soon with your refund.