The standing orders and per-account dispositions for a person's digital life — what to keep, transfer, memorialize, or delete, and who carries it out.
Download templateNothing is entered on this page — you fill the template in privately.
Text file — the flexible one. Use it as-is, open it in any editor, or paste it into an AI tool to reshape the blank form to fit your family: rename a field, add a row, drop one you don't need.
Print / PDF — the ready-to-use one. Print it and fill it in by hand, or choose Save as PDF and complete it in your own offline PDF app. Either way it stays with you — the finished Secure Guide template goes inside your Vault.
One rule: only ever give an AI tool the blank template. Never paste your real information — passwords, account numbers, anything you'd keep secret — into an AI tool, an online service, or anywhere outside your own Vault. Customizing an empty form is fine; filling it in happens privately, offline. That's the same rule this site follows: nothing sensitive ever leaves your hands.
Secure Guide Starter Template
Store this inside your Vault. One general-orders entry per adult, plus per-account disposition rows. Update at the annual review.
The standing instructions (e.g., personal accounts reviewed by the digital executor before deletion or memorialization; photo and document archives transferred to heirs before any closure; creative work preserved).
Digital Legacy; family-guide; At-Home
Primary and alternate, with formal-vs-informal status noted (see the Estate Plan Module for legal appointment).
Delete / transfer / memorialize / archive, with timeline — referencing the Identities and Subscriptions entries rather than re-entering them.
Access method → review window → close connected services → archive → delete, with day counts.
Which are on, who is designated, what each actually does. Access keys and credentials are high-friction — store in your password manager.
Domains, photo libraries, creative work, cryptocurrency — value, location, access by reference. Recovery phrases are high-friction — keep in the physical Vault, never digital, never shared on request.
Where downloaded archives land.
Annual.
Family Guide Starter Template
This template contains no sensitive information. It can be stored with household documents.
One sentence (e.g., "Instructions for every account and digital asset — what to keep, transfer, memorialize, or delete — are in The Secure Guide").
Pointer — the Digital Legacy section of the Secure Guide, in the password manager; the executor's first step is the emergency-access procedure noted there.
Steward + designated digital executor; reviewed annually.
The crisis-window rule, plainly: after a death, act only from the documented plan. Verify any account notice or access request through the executor — never from the message itself. If you cannot reach the password manager, contact the backup executor, who holds emergency access.