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📜 Digital Estate & Legacy Guide

A Legacy Letter & Password List You Leave Behind

Published October 2026 · Last verified October 2026

One Warm EnvelopeA few handwritten lines, and a simple list of where things live.Your sealed letterA 'start here' noteWhere things liveWishes for accountsWho to tellIllustration — 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.
Writing It, GentlyNo rush, no perfect words — just honest ones, in your own hand.Write the letterA few kindlines to startMake the listWhere thingslive, plainlySeal it safelyHome safeor binderTell one personSo it willbe foundIllustration — 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.

Not a legal form, but a warm, human thing: a handwritten letter that says 'start here,' and a simple list of where your important things live. This guide shows you how to write one, what to include, what to keep sealed, and how to leave it for the people you love.

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

Not a legal form, but a warm, human thing: a handwritten letter that says 'start here,' and a simple list of where your important things live. This guide shows you how to write one, what to include, what to keep sealed, and how to leave it for the people you love.

What's inside this guide

The printable PDF walks through 36 short chapters, in plain language. It also includes an everyday cheat sheet and at-a-glance pictures.

  1. The Whole Idea on One Page
  2. What a Legacy Letter Really Is
  3. Why a Letter Beats a Spreadsheet
  4. Two Documents, One Envelope
  5. Writing the Letter Itself
  6. When You Are Not Sure What to Say
  7. What Goes in the Letter
  8. Building a Simple Inventory
  9. Listing Accounts Without the Risk
  10. Mapping Where Things Live
  11. Your Wishes for Social Accounts
  12. People and Places to Tell
  13. Handwriting or a Password Manager
  14. What to Leave Out, and Keep Safe
  15. A Template You Can Copy
  16. The Opening Lines
  17. The Account and 'Where Things Live' Section
  18. The Wishes Section
  19. The Closing Lines
  20. Sealing and Protecting It
  21. Home Safe, Binder, or With the Will
  22. Telling One Person It Exists
  23. Keeping It Fresh
  24. The Phone and Its Passcode
  25. Two-Factor Codes and the Letter
  26. A Few Words About Photos
  27. Writing Letters to Each Other
  28. Helping a Parent Write Theirs
  29. If You Are the One Who Opened It
  30. Keeping the Letter From the Wrong Hands
  31. Gentle Answers to Common Worries
  32. Why This Is a Gift, Not a Sad Task
  33. Small Mistakes to Avoid
  34. If You Only Write Three Lines
  35. Little Touches That Mean a Lot
  36. Finish the Letter Soon

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.

Want someone to set it up with you?

I'll sit beside you, we'll go through it together, and you set the pace. $99 flat for the first visit, 30-day follow-up included. Serving Portage County — Atwater, Ravenna, Kent, Streetsboro and the townships.

📞 Call (330) 200-8042 📅 Book a $99 Visit

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✍️ Every guide researched, written, and reviewed by Bill — your local Portage County tech.

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 →