Trusted starting points
Resources
Practical guidance from organizations working in digital-estate planning, account access, and family preparedness.
Getting started
-
Digital Estate Planning Guide
OpenID Foundation guidance for identifying digital assets, recording wishes, and preparing trusted people to act.
-
Sorting Out Your Digital Assets and Digital Legacy
A free Digital Legacy Association leaflet with approachable first steps for planning what happens to online accounts and digital possessions.
-
Protect Your Digital Memories
STEP guidance on legacy settings, conversations with family and friends, and protecting important digital memories.
Account legacy settings
-
Apple Legacy Contact
Choose someone who can request access to data in your Apple Account after your death.
-
Google Inactive Account Manager
Decide when Google should consider your account inactive and what should happen afterward.
-
Facebook Legacy Contact
Select someone to manage parts of a memorialized Facebook profile.
-
Bitwarden Emergency Access
Give a trusted person a controlled way to request access to a Bitwarden vault during an emergency.
-
1Password Family Recovery Plan
Prepare family organizers and members to recover account access when help is needed.
Planning and caregiving
-
Planning for diminished capacity and illness
Consumer Financial Protection Bureau resources for planning how finances will be managed if illness or incapacity makes help necessary.
-
Managing Someone Else’s Money
Guides for people serving as financial caregivers, agents under a power of attorney, guardians, trustees, or government benefit fiduciaries.
-
Emergency Financial First Aid Kit
A FEMA toolkit for organizing household, financial, legal, and medical information before an emergency.
-
Tips for Managing Digital Assets
American College of Trust and Estate Counsel guidance for people assisting someone who has died or become disabled.