Digital Legacy Planning

Plan Your Digital Legacy

Your family shouldn't have to guess your wishes.

Who gets your digital assets, who closes your accounts, what to keep or delete. Write it down once, keep it current. Start your Digital Readiness Assessment now.

Digital Readiness Assessment

The 3D Method™

Signing legacy planning documents
Document
Organize all of your important digital assets so everything is easy to find.
Designate
Help you designate your digital executor that you trust to help carry out your wishes.
Define
What you want to do and record a personal video message in your own words.

SaveMyDigital Legacy Management

Organize your digital legacy across three proven phases: Document, Designate, and Define.

Document

Digital Asset Inventory

Digital Asset Inventory

Highlights

  • Cryptocurrency
  • Exchanges
  • Wallets
  • NFTs
  • Stablecoins
  • DeFi
  • Tokenized assets

Document

Documentation

Documentation

Highlights

  • Asset inventory
  • Wallet inventory
  • Exchange inventory
  • Access checklist
  • Security checklist
  • Recovery information

Document

Family Preparedness

Family Preparedness

Highlights

  • What exists
  • Where assets are located
  • What family members need to know

Designate

Digital Legacy Planning

Digital Legacy Planning

Highlights

  • Identify Digital Executor
  • Identify successor
  • Family guidance
  • Professional contacts
  • Emergency contacts

Designate

Estate Coordination

Estate Coordination

Highlights

  • Lawyers
  • Estate planners
  • Accountants
  • Financial advisors
  • Other professional partners

Define

Access & Recovery Planning

Access & Recovery Planning

Highlights

  • Recovery procedures
  • Emergency access instructions
  • Backup procedures
  • Authentication information
  • Secure access protocols

Define

Instructions & Intentions

Instructions & Intentions

Highlights

  • What should happen
  • Who should be contacted
  • What should be transferred
  • What should be preserved
  • What should be closed

Define

Annual Digital Executor Review

Annual Digital Executor Review

Highlights

  • Update holdings
  • Update wallets
  • Update exchanges
  • Update designated people
  • Update recovery methods

Professional path design process timeline

SMD Life — Legacy

SaveMyDigital does not replace your will, trust, power of attorney, or other legal documents. It is designed to complement your existing legal, estate, financial and professional planning.

SaveMyDigital™

SMD Legacy Management Services

Comprehensive, powered by AI and expert-guided review of your digital life — designate who you trust, and define your final wishes.

That's the complete, all-in-one package.

View SMD Legacy Management Services

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