SaveMyDigital Legacy Management
Organize your digital legacy across 8 pillars. Each subcategory is visible and ready to fill in.
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DOCUMENT
Digital Asset Inventory
▾
Cryptocurrency
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Track holdings
Record wallet addresses
Document exchanges
Note access instructions
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Exchanges
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List all exchanges
Record login info
Document 2FA methods
Note balances
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Wallets
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Hardware wallets
Software wallets
Paper wallets
Custodial services
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NFTs
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Track NFT collections
Record marketplace accounts
Document smart contract addresses
Note valuations
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Stablecoins
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List stablecoin holdings
Record exchange/platform
Document wallet addresses
Note redemption methods
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DeFi
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List DeFi positions
Record protocol addresses
Document liquidity pools
Note impermanent loss exposure
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Tokenized assets
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List tokenized holdings
Record platform/issuer
Document redemption terms
Note custody arrangements
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Documentation
▾
Asset Inventory
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List all assets
Categorize by type
Note approximate values
Include platform names
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Wallet Inventory
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List wallet types">List wallet types
Record seed phrases
Note locations
List public addresses
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Exchange inventory
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List all exchanges
Record login methods
Document 2FA backup
Note withdrawal addresses
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Access checklist
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List login credentials
Record password manager
Document 2FA devices
Note recovery emails
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Security checklist
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List security measures
Record hardware keys
Document recovery phrases
Note trusted contacts
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Recovery information
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List recovery methods
Record backup locations
Document emergency protocols
Note trusted individuals
+ Add another entry
Family Preparedness
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What Exists
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Create asset summary
Document access points
List key accounts
Include contact info
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Where assets are located
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Map asset locations
List exchanges/wallets
Document custody
Note geographic security
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What family members need to know
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Create family guide
Document executor contact
Outline access steps
Provide emergency contacts
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DESIGNATE
Digital Executor Planning
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Identify Digital Executor
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Choose trusted person
Document their role
Get their agreement
Provide access instructions
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Identify successor
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Choose backup executor
Document succession plan
Record consent
Note transition protocol
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Family guidance
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Create family instructions
Document notification plan
Outline communication
Provide support resources
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Professional contacts
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List trusted professionals
Record contact details
Document roles
Note communication preferences
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Emergency contacts
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List emergency contacts
Record phone/email
Document hierarchy
Note backup contacts
+ Add another entry
Estate Coordination
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Professional Partners
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List estate lawyer
List accountant
List financial advisor
Document contact details
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Lawyers
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List estate lawyer
Record contact details
Document engagement
Note document locations
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Estate planners
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List estate planner
Record contact details
Document strategy
Note review schedule
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Accountants
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List accountant
Record contact details
Document tax info
Note financial statements
+ Add another entry
Financial advisors
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List financial advisor
Record contact details
Document portfolio
Note investment strategy
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Other professional partners
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List other partners
Record contact details
Document roles
Note agreements
+ Add another entry
DEFINE
Access & Recovery Planning
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Recovery Procedures
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Document recovery steps
List backup locations
Note 2FA recovery
Emergency access protocol
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Emergency access instructions
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Document emergency steps
Record bypass procedures
Document time delays
Note legal requirements
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Backup procedures
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List backup methods
Record backup locations
Document frequency
Note verification steps
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Authentication information
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List 2FA methods
Record backup codes
Document hardware keys
Note recovery apps
+ Add another entry
Secure access protocols
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Document access policy
Record approval chain
Document verification steps
Note security measures
+ Add another entry
Instructions & Intentions
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What Should Happen
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Digital asset transfer
Account closure
Social media handling
Memorialization requests
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Who should be contacted
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List contacts by role
Record contact order
Document notification method
Note timing
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What should be transferred
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List transferable assets
Record beneficiaries
Document transfer method
Note tax implications
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What should be preserved
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List preserved items
Record preservation method
Document access rights
Note duration
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What should be closed
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
List closable accounts
Record closure steps
Document confirmation
Note verification
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Annual Digital Executor Review
▾
Update Holdings
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Review all holdings
Update wallet list
Update exchange accounts
Verify executor contact
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Update wallets
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Review wallet list
Update balances
Document changes
Verify access
+ Add another entry
Update exchanges
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Review exchange accounts
Update holdings
Document changes
Verify access
+ Add another entry
Update designated people
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Review executor status
Update contacts
Document changes
Verify consent
+ Add another entry
Update recovery methods
Status...
Not Started
In Progress
Completed
Needs Update
Suggestions...
Review recovery info
Update backups
Document changes
Test access
+ Add another entry
Save Draft
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