Digital Estate Planning Workbook
7-page printable for your executor — accounts, passwords (via manager succession), crypto wallet guidance, platform legacy settings (Apple Legacy Contact, Google Inactive Account Manager, Facebook Memorialization), and RUFADAA authorization language. Passwords never go in a will; this is what goes instead.
A single place to record what your executor needs to know — without putting any of it in your will. Wills become public record at probate; passwords and crypto seed phrases NEVER belong in them. This workbook is the secure complement to your existing estate documents.
Page 1 — Cover + Owner / Executor / Digital Executor designation Page 2 — RUFADAA Legal Authorization sample language + Master access (password manager succession) Page 3 — Financial Inventory (banking, brokerage, cards, recurring subscriptions) Page 4 — Cryptocurrency & Digital Wealth (custodial + non-custodial wallets) Page 5 — Other Digital Wealth + Account Directory (email, cloud, social) Page 6 — Platform Legacy Settings + Wishes Page 7 — Signature & Acknowledgement page
RUFADAA-aware — Most U.S. states require explicit authorization for executors to access digital accounts. Includes sample authorization language to discuss with your attorney. Most estate templates skip this entirely.
Crypto section that works — Separates custodial exchanges (use the password manager succession) from non-custodial wallets (document the location, not the seed phrase). Covers the best-practice for splitting seed phrases across physical locations.
Platform legacy settings — Apple Legacy Contact, Google Inactive Account Manager, Facebook Memorialization. These tools override your will but most people never set them up.
Complete once, review annually. Store sealed with your estate documents.
What's included
- PDF — fully editable
- Instant download after purchase
- Free updates — re-download when we release new versions
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- All major cards accepted
- 30-day satisfaction guarantee