OscarOKA digital legacy checklist you can start today.
You do not have to organise everything in one sitting. Start with the information someone else would struggle to find without you.
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Important documents and contacts
List the locations of official documents, insurance records and key professional contacts. Explain which organisation handles each matter and where reference numbers can be found.
Household and everyday responsibilities
Record the practical details that keep a household running: utilities, recurring commitments, pet care instructions and people who can help. Keep instructions current and easy to read.
Digital accounts and records
Inventory important online accounts and explain the provider’s own legacy or recovery process where one exists. Do not assume that sharing account information gives someone permission to use an account.
People, permissions and a review date
Choose two trusted contacts, explain the role, send invitations and check they are accepted. Decide which information each person should receive. Review your plan after major changes and whenever an instruction becomes outdated.