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Resources / Incident Readiness

Digital Estate Planning Security Basics

Organize account ownership, trusted contacts, and recovery instructions with an estate-planning professional without sharing passwords in an ordinary document.

Incident Readiness Published by Velocity Ops Updated

Resource note

Resources / Incident Readiness

Planning for digital accounts is part of household continuity, but provider rules and estate documents differ. Treat this as an organizational checklist and ask a qualified estate-planning professional how it fits your legal documents.

Prepare a secure record

  • List important accounts, the person who owns each, and the provider's recovery process.
  • Identify who may receive account information or make decisions, and record the authority in the appropriate legal documents.
  • Store instructions in a secure password manager or other protected location; do not put passwords, recovery codes, or authentication secrets in a plain-text sheet.
  • Note where devices and backup records are kept and how an authorized person can request access.
  • Review the record after a major change to accounts, relationships, or legal documents.

The goal is to help an authorized person find the right provider process without making accounts accessible to anyone who finds a note. This guide is not legal advice and does not replace a will, trust, power of attorney, or provider-specific recovery rules.