Your Complete Planning Toolkit
Five essential tools to organize your digital life, protect your legacy, and give your loved ones peace of mind. Complete them online, save or print your copies, and keep them securely — we never store your information.
Digital Asset Inventory
Track your digital world in one place.
Organize your online accounts, subscriptions, and devices so nothing gets lost or forgotten.
- One organized record of accounts and devices
- Prevents lost access and ongoing subscription charges
- Gives family and executors a clear roadmap
Password Hint Organizer
Keep login details safe, without sharing full passwords.
A simple way to record recovery hints and 2FA details for your accounts.
- Stores login hints, not raw passwords
- Protects against lockouts
- Helps executors and family recover accounts securely
Executor Quick Reference
Give your executor a clear roadmap.
A simple guide with instructions, contacts, and steps to follow.
- Lists your key accounts, documents, and contacts
- Provides first steps for your executor
- Reduces stress and confusion
Digital Legacy Letter
Say what a will can't.
Leave guidance, stories, and wishes in your own words.
- Write personal letters and messages
- Complements your legal will
- Provides comfort and clarity for loved ones
Final Wishes Kit
Bring your wishes together in one guide.
Includes your key details, end-of-life checklist, and a living will.
- Combines essential details in one easy guide
- Includes an end-of-life planning checklist
- Provides a living will for medical decisions
How It Works
Choose Your Format
Use the forms fillable online, then print or download; or download a fillable PDF/Word version.
Complete Your Details
Add the information, wishes, or instructions specific to each tool.
Save & Store Securely
Keep copies at home in a secure location, with family or loved ones, and/or with your lawyer.
Your Privacy First
We never keep or store your completed forms — you remain in full possession of your documents.
Stay Current
You'll receive periodic email reminders prompting you to review and update your documents.