Template
A free, printable template for documenting your digital legacy instructions. Fill it out, store it safely, and give your family the information they need.
12-page fillable PDF with checklists, forms, and instructions. Print it, fill it out, and store it somewhere your family can find it.
The template covers everything your family needs to access your digital life. Each section includes clear instructions and space to document your information.
Instructions for accessing your password manager, email accounts, and phone/computer
Categorized list of accounts: financial, social, subscriptions, and more
2FA recovery codes, security questions, backup access methods
Attorney, financial advisor, employer HR, insurance agents
Location of will, trusts, powers of attorney, and other documents
What to close, what to preserve, messages for family
Print the PDF or fill it out digitally. Take your time—it's okay to complete it over several sessions.
Keep the completed document somewhere your family can find it: a fireproof safe, with your attorney, or in a safe deposit box.
The best document in the world is useless if nobody knows about it. Tell your executor or trusted family member where to find it.
Review and update at least annually, or when you open new accounts, change passwords, or make significant life changes.
Prepared by: __________________ Date: __________
SECTION 1: MASTER ACCESS
How to access my primary accounts and devices
Password Manager: ________________
Master Password Location: ________________
Phone PIN: ________________
Computer Password: ________________
SECTION 2: EMAIL ACCOUNTS
Primary email is key to recovering other accounts
Primary Email: ________________
Recovery Email: ________________
2FA Recovery: ________________
In an age of digital solutions, a paper document has distinct advantages for legacy planning:
Paper doesn't require an account, subscription, or working servers. It just exists.
In an emergency, paper is accessible when phones are dead and internet is down.
Anyone can read a paper document. No technical knowledge required.
A physical document can be stored somewhere obvious. 'Look in the safe' is simpler than 'log into this service.'
That said, paper has limitations: it gets outdated, can be lost, and offers all-or-nothing access. For a more dynamic solution, consider a digital service alongside your paper backup.
This template is a great starting point, but keeping a paper document current is challenging. EstateHelm is your household's brain—track properties, vehicles, pets, documents, subscriptions, and more in daily use. When something happens, your family already has what they need.