DIGITAL LIFE MANAGEMENT

Digital Life Readiness Assessment

The 3P Method™

Prepare, Protect, and Preserve

Rate each statement from 1 to 5 based on your current level of preparedness.

1 — Not in Place
I have little or no system for this.
2 — Limited
I have some information or protection, but it is incomplete, inconsistent, or difficult to access.
3 — Partially in Place
I have a process, but it needs documentation, organization, updating, or improvement.
4 — Well Managed
This is documented, organized, secure, and regularly maintained.
5 — Fully Managed
This is complete, current, secure, documented, and can be accessed or managed by the appropriate trusted person when needed.

YOUR SAVE MY DIGITAL READINESS SCORE

Prepare: Questions 1–7
Protect: Questions 8–14
Preserve: Questions 15–20

Your assessment identifies where your digital life is well organized and where important gaps may exist.

Save My Digital helps you turn those gaps into a practical Digital Life Management Plan — so you can Prepare, Protect, and Preserve what matters.

PREPARE — Know What You Have

1. Do you have a complete and current inventory of your important digital accounts, devices, subscriptions, and online services?

This should include email accounts, social media, banking and financial accounts, cloud storage, websites, memberships, streaming services, apps, devices, and other important digital accounts.

2. Is your password manager current, securely protected, and accessible to a trusted person if you are unable to access your accounts?

Consider whether your important passwords are stored securely and whether there is a safe, documented way for the right person to gain access when necessary.

3. Are your account recovery details documented and securely stored?

This may include recovery phrases, backup codes, 2FA methods, recovery email addresses, recovery phone numbers, security keys, and other information needed to regain access to important accounts.

4. Are your important personal and digital documents organized in a secure location that you can easily access?

Consider identification documents, insurance records, financial documents, property records, legal documents, important correspondence, and other information you may need to find quickly.

5. Do you have a reliable backup system for your most important personal data?

Consider whether your photos, videos, documents, contacts, and other critical files are backed up in more than one secure location and whether you know how to restore them.

6. Have you documented clear instructions for accessing and managing your digital life if you become unavailable?

Could a trusted person understand what needs to be accessed, where it is located, and what steps they should take without relying entirely on your memory?

7. Do you review your digital inventory and personal digital information at least once a year?

Consider whether you regularly add new accounts, remove old ones, update passwords and recovery information, and identify services or accounts you no longer use.

PROTECT — Secure Your Digital Life

8. Are your computers, smartphones, tablets, and other important devices protected with strong security measures?

Consider passwords or passcodes, encryption, automatic updates, biometric protection, device tracking, and remote-lock or remote-wipe capabilities where appropriate.

9. Do you use unique passwords and multi-factor authentication (MFA) for your most important accounts?

This should include accounts such as email, banking, financial services, cloud storage, password managers, cryptocurrency wallets, and other accounts that could expose sensitive information.

10. Have you formally identified a trusted person who could help manage your digital life if you were seriously ill, incapacitated, or otherwise unable to do so yourself?

Consider whether that person knows they have been chosen and understands what authority or instructions they would need.

11. Have you considered your digital assets and accounts as part of your overall estate and legal planning?

Consider whether your will, power of attorney, executor instructions, or other legal documents appropriately address your digital assets and how they should be handled.

12. Do you actively monitor your important accounts for suspicious activity, security alerts, data breaches, or unauthorized access?

Consider whether you receive security notifications, review important account activity, and know what to do if an account is compromised.

13. Are your most important photos, videos, documents, and personal memories protected against accidental loss?

Consider whether irreplaceable memories exist in only one location, on one device, or in one cloud account.

14. Do you understand and regularly review the privacy, sharing, and access settings on your important digital accounts?

Consider social media, cloud storage, photo libraries, email, shared accounts, and other services where your personal information may be visible or accessible to others.

PRESERVE — Ensure Lasting Access

15. Have you documented what should happen to your important digital accounts and assets if you die or become permanently incapacitated?

Consider which accounts should be transferred, closed, preserved, deleted, or passed to a specific person.

16. Could a trusted person actually locate the digital assets and information they would need?

Consider whether your inventory, documents, instructions, and account information are organized clearly enough that someone else could find them without knowing your personal system.

17. Have you identified which digital assets have financial, legal, business, sentimental, or personal value?

This may include cryptocurrency, investment accounts, online businesses, domain names, digital files, photographs, intellectual property, loyalty points, collectibles, or other assets that may be important to you or your family.

18. Have you reviewed and updated your personal Digital Life Plan within the past 12 months?

Consider whether your accounts, devices, passwords, recovery information, trusted contacts, documents, instructions, and digital assets are still accurate.

19. Have you documented recurring subscriptions, memberships, automatic payments, and accounts that may need to be transferred or cancelled?

Could your trusted person identify what should continue, what should be cancelled, and where recurring charges are coming from?

20. How confident are you that your digital life is prepared, protected, and preserved?

Consider whether you have a complete inventory, strong security, reliable backups, clear instructions, trusted access, and a plan for what happens to your digital life if you become unavailable.