What your plan looks like

An example for a made-up client. Yours is written from your own session and wishes.

Digital Legacy Plan

Margaret A. Ellison

Prepared March 3, 2027 · Last reviewed March 3, 2027 · Prepared by Heirwright

SAMPLE

Keep this plan with your will, and tell your executor where it is. It contains no passwords. Access comes through the settings described below.

1. People

RoleNameRelationshipContact
ExecutorDaniel EllisonSondaniel@example.com · (555) 555-0123
Backup executorRuth OkaforSisterruth@example.com · (555) 555-0145
AttorneyExample Law Group—office@example.com

2. What matters most

"The photos of the grandchildren in Google Photos. Please don't close my email until Daniel has looked through it for anything important."

3. Accounts and wishes

AccountWhat's set upWish
FacebookLegacy Contact: Daniel. Can download a copy of the data: yesMemorialize
GoogleInactive Account Manager: 12 months, contact Daniel, sharing all dataDownload, then delete after 1 year
AppleLegacy Contact: Daniel. Access key printed and kept with this planKeep photos; close account
BitwardenEmergency access: Daniel, view only, 7-day waiting periodUse it to reach everything else
OtherListed in BitwardenCancel streaming subscriptions; keep the recipe blog online

4. What Daniel should do

  1. Get several copies of the death certificate. Platforms ask for it.
  2. Bitwarden first. Request emergency access. After 7 days you'll see the logins and documents stored there.
  3. Google. After 12 months without activity, Google will email you a download link. You'll have 3 months to download, so do it right away. If it's urgent, use Google's request form for a deceased user.
  4. Facebook. Ask Facebook to memorialize the profile. As Legacy Contact you can download a copy of the photos.
  5. Apple. Request access through Apple's Digital Legacy process with the printed access key and the death certificate. You don't need an Apple device. You'll get photos, messages and files, but not purchased music or saved passwords.
  6. Need help? Heirwright executor support: (555) 555-0100. Included with Margaret's membership.

5. Checked on the setup call

  • Facebook Legacy Contact
  • Google Inactive Account Manager
  • Apple Legacy Contact
  • Bitwarden emergency access (Daniel accepted)
  • Daniel told where this plan is kept

Heirwright does not provide legal advice. This plan works alongside your will and estate documents. We never see or store your passwords and do not hold your account files. Next review: March 2028.