Digital Estate Workbook: Inventory, Access, and Instructions

A working digital estate plan is built through deliberate inventory, secure access strategy, and clear instructions. This hands-on workbook walks you through each with templates designed for real situations. By the end of this course you will have a complete digital asset inventory, an access strategy using a password manager or similar tool, legacy contact settings on key platforms, written instructions for your executor, and a review schedule. What you will learn: - How to inventory digital assets across categories - How to capture metadata including purpose, recovery, and disposition wishes - How to set up an access strategy that does not depend on shared passwords - How to enable legacy contacts and memorialization settings - How to write instructions that distinguish preserve, memorialize, and delete wishes - How to handle two-factor authentication and recovery codes - How to schedule yearly reviews The course is structured as a workbook. Each module provides templates and walks through examples. The course is informational and does not substitute for licensed legal advice. This course is written for adults who want a practical plan. By the end you will have replaced vague intent with a usable plan.