Organize Your Digital Legacy

The Nesting Path Digital Estate Organizer is an interactive tool designed to help you organize important information about your digital accounts, subscriptions, assets, contacts, social media, personal wishes, and other legacy details in one place.

No. The organizer is not designed to store passwords, passkeys, or login credentials. Instead, it helps you identify your accounts and document your preferences for what should happen to them.

Your purchase includes access to the interactive Digital Estate Organizer and a personalized final PDF based on the information you provide. Once completed, you can download your final PDF and save it wherever you choose.

The Digital Estate Organizer is a one-time purchase. There is no required monthly or annual storage subscription. After completing your organizer, you are responsible for downloading and securely storing your final PDF.

Yes. Reopen your saved organizer anytime to update it, then save it again. If you've printed it or shared a copy, replace those with the newest version so your trusted person always has current information.

• Print it. Print the completed workbook and keep it in a safe, easy-to-find place, such as a fireproof box or a home safe.

• Save it to a flash drive. Store the PDF on a USB flash drive and keep it somewhere secure.

• Share it with someone you trust. Give a printed copy or the flash drive to your executor, a family member, or another trusted person, along with clear instructions about when and how to use it.

Tips

• Keep an extra backup copy in a second safe place.

• Update your copy whenever your information or wishes change, and give your trusted person the newest version.

• You can add a password to the PDF in Acrobat to protect it. If you do, don't write that password in the workbook, and tell your trusted person how they can get it.

We recommend the free Adobe Acrobat Reader (no subscription needed) on computers, phones, and tablets. Mac Preview and most web browsers can work on a computer. On a phone, avoid the Mail app or quick previews, since they may not save your entries.