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📜 Digital Estate & Legacy Guide

The Executor's Digital To-Do List — First 30 Days

Published October 2026 · Last verified October 2026

One Month, One Step at a TimeYou do not do it all at once. The work falls into four calm groups.The executorPhone & password kitEmail & bankingNotify & stop paysSocial & photosIllustration — a schematic. Set-up screens differ; each takes only a few minutes.
A schematic overview — your set-up screens may look a little different, but the idea is the same.
The First Thirty DaysWork left to right. Each box is a few days, not a single hard afternoon.First daysSecure phone,don't move moneyWeek oneEmail first,then bankingWeek twoStop autopays,notify companiesWeeks 3-4Social, photos,subscriptionsIllustration — a schematic. The order is a suggestion; do one box at a time.A schematic of the plan — company steps vary; the order does not have to.
The plan as a short checklist you can work through a little at a time.

Settling a loved one's digital life can feel like a mountain. It is really a handful of ordinary tasks, done in a sensible order, one at a time. This guide spreads them across a calm first month, so nothing is missed and nothing is rushed.

Bill Davis
Bill's Home Tech · Atwater, Ohio
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The The Executor's Digital To-Do List — First 30 Days Guide
PDF · plain English · no ads · made by Bill
Cost
Free — no purchase needed
Time
Work through it at your own pace
Difficulty
Beginner-friendly · one step at a time
Bill's hotline
(330) 200-8042

Settling a loved one's digital life can feel like a mountain. It is really a handful of ordinary tasks, done in a sensible order, one at a time. This guide spreads them across a calm first month, so nothing is missed and nothing is rushed.

What's inside this guide

The printable PDF walks through 37 short chapters, in plain language. It also includes an everyday cheat sheet and at-a-glance pictures.

  1. The Whole Plan on One Page
  2. A Calm Timeline, Not a Race
  3. One Thing at a Time
  4. Secure the Phone First
  5. Find the Password Kit, If There Is One
  6. Order Certified Death Certificates Early
  7. Do Not Log In to Move Money
  8. Write Down What You Do
  9. The First-Few-Days Checklist
  10. Email First, and Why It Matters Most
  11. Getting Into the Inbox Safely
  12. Banking and Bill-Pay: Look, Don't Drain
  13. Stopping Autopays and Recurring Bills
  14. Telling the Key Companies
  15. Social Security and Any Pension
  16. The Carrier Account and the Number
  17. Forward or Hold the Mail
  18. Protecting the Identity
  19. Subscriptions and Streaming
  20. Loyalty Points and Airline Miles
  21. Social Accounts: Memorialize or Delete
  22. Handling the Facebook Account
  23. Handling the Instagram Account
  24. The Apple Account and Legacy Contact
  25. The Google Account and Inactive Account Manager
  26. The Microsoft Account
  27. Rescuing a Lifetime of Memories
  28. Keeping the Photos Safe for Good
  29. Amazon, PayPal, and Venmo
  30. The 'Later' Pile
  31. When to Call in a Professional
  32. Keeping Everyone Informed
  33. Scams That Follow a Death
  34. Common Worries, Answered
  35. Taking Care of Yourself
  36. If You Only Do Three Things
  37. Finish the Job, Gently

Get the printable guide

Everything above is a quick summary. The full, printable guide — the same words, laid out to read and keep by the computer — is a free PDF.

Download the printable PDF →

Last verified October 2026. Information accurate as of October 25, 2026.

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Any prices or outside products mentioned in this guide can change over time — the details here were last checked August 2026 and this page is accurate as of October 18, 2026; please confirm current pricing before you buy. See how often we review our guides →