Action Checklist

Every action in this guide, in priority order. Tick each one off as you complete it. Your ticks are saved in this browser only.

0 of 35 actions complete

6 critical actions remaining. These are the most important.

Critical

Do today0/6 done

Set a Facebook legacy contact, and allow them to download a copy of your dataHow →

5 min

Set an Apple Legacy Contact, and keep a printed copy of the access key with your will papersHow →

5 min

Set up Google Inactive Account ManagerHow →

10 min

Set up a password manager with emergency access (for example, Bitwarden), so your executor can see which accounts you haveHow →

30 min

Record your phone PIN, computer password, and disk encryption recovery key (FileVault or BitLocker) where your executor can find themHow →

15 min

Tell your executor and the people you chose as legacy contacts what you have set up

5 min

High priority

This week0/8 done

Create an account inventory: list every account you use, including email, banking, shopping, and subscriptionsHow →

1 hr

Write a "Digital Wishes" document with one decision for each important accountHow →

1 hr

Keep your Digital Wishes document and account inventory alongside your will (not in it), and tell your executor where they are

15 min

Save the backup codes for two-factor authentication on your email and other key accounts, and keep them with your password recordsHow →

30 min

If you hold cryptocurrency yourself: keep your current seed phrase somewhere secure and offline that your executor can find (never in the will itself), and update it if you move to a new walletHow →

30 min

Write a "Start here" note in your main folder saying where your files, backups, and paper originals are (no passwords)How →

15 min

Choose a digital executor and tell them what the role involvesHow →

15 min

Book an appointment with your solicitor to add a digital assets clause to your willHow →

10 min to book

Medium

This month0/8 done

Download your Facebook photos (Accounts Centre → Your information and permissions → Export your information)How →

30 min

Download your Google Photos (takeout.google.com)

30 min

Set up automatic backups using the 3-2-1 rule: 3 copies, on 2 kinds of storage, with 1 away from home (not a drive sitting beside your computer)How →

1–2 hrs

Back up your phone photos to an external hard driveHow →

1 hr

Keep a second copy of your photos in a cloud account someone you trust can reach

30 min

Download your Instagram data (Accounts Centre → Your information and permissions → Export your information)How →

15 min

Review your subscriptions and cancel any you no longer use

30 min

If you use Outlook.com, Hotmail, or OneDrive: copy important emails and files somewhere someone you trust can reach, as Microsoft has no legacy contact feature and generally gives no one accessHow →

30 min

Lower priority

When you have time0/8 done

Set up a simple folder structure and start naming files with the year first, such as "2025 Tax return"How →

1–2 hrs

Review what you have shared from Google Drive, OneDrive, iCloud, or Dropbox, and stop sharing what no longer needs to beHow →

15 min

Organise your backed-up photos into folders by year or event

Several hours

Label important photos with names, dates, and context

Several hours

Delete duplicates and low-quality photos

1–2 hrs

Write personal letters for anyone you'd like to leave a message forHow →

Your own pace

Scan important paper documents, such as certificates and key letters

1–2 hrs

Set a yearly calendar reminder to review your plan, and sign in to your Google account so it is not treated as inactive

5 min

Optional

For enthusiasts0/5 done

Set up a long-term archive service (for example, Permanent.org) for important contentHow →

Half a day

Consider donating relevant materials to an institutional archive (National Library, county archive)

Ongoing

Discuss an Enduring Power of Attorney covering digital accounts with your solicitorHow →

With solicitor

If you have domain names: list them in your inventory and decide who should take them over or let them lapse

30 min

If you have significant creative or professional work online: document it and decide its future

Varies

Using more than one device?

Your ticks are saved in this browser only, so they won't appear on another phone or computer. Printing a copy is a good way to keep a record, or to share it with your executor.

← Back to the full priority guide

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Critical

High priority

Medium

Lower priority

Optional