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Explore clear, step-by-step guidance for planning ahead and for handling digital responsibilities after a loss.

Plan ahead

If you want to make this easier for your family later, start with the guide to building a digital estate plan.

Read the planning guide

Get after-loss help

If you are helping someone now, use the support guides for the first digital tasks after a loss.

Go to support

Use the glossary

If a term changes what you should do next, use the glossary before moving on.

View the glossary

Planning Ahead

Start here if you want to document accounts, trusted people, and recovery methods before a crisis forces quick decisions.

First Steps for Loved Ones

These guides help families stabilize access, protect important accounts, and avoid early mistakes that can cause lockouts later.

Email, Social, and Memorialization

Use these guides when the question is whether to preserve, close, delete, or memorialize a specific account or platform.

A person organizing digital estate planning documents on a laptop and tablet.

Digital legacy planning

How to Create a Digital Estate Plan

Published: 2025-10-10Updated: 2026-04-02

Step-by-step guidance for documenting accounts, preserving digital assets, naming trusted contacts, and giving loved ones clear instructions.