Organize what matters. Make it easier to carry forward.
If something happened tomorrow, would the person you trust know where your online accounts are, what subscriptions are running, or what you'd want done with your photos and social media? This workbook gives you one calm, organized place to write it all down.
What's inside
12 guided modules: Personal Information, Important Contacts, Digital Accounts, Subscriptions, Digital Assets, Social Media, Cloud Storage, Websites & Domains, Cryptocurrency, Digital Legacy, Executor Instructions, and a Final Review
Fill-in boxes with examples in every section so you know what belongs where
A clickable contents page and checkboxes to track your progress
Space for personal messages and practical instructions for the person you designate
Easy to use
Fill it in on your computer or phone. Open it in the free Adobe Acrobat Reader so your entries save.
Work at your own pace and come back whenever you like. You don't need to finish in one sitting.
Update it anytime your information or wishes change or print it and write by hand.
Private by design
Your information stays in your own file, and Nesting Path never sees it. The workbook is built so you never enter passwords, PINs, or recovery phrases. You record the account and your wishes, not your login credentials.
Please note: This workbook is an organizational tool. It is not a will, trust, power of attorney, or legal document, and it does not legally control what happens to any account or asset. Consider speaking with a qualified professional for legal, tax, or financial matters.
Want hands-on help?
Nesting Path offers administrative support through health navigation, hospice transition, and afterloss administration. Visit nestingpath.com or email Help@nestingpath.com.
Instant digital download (PDF). Nothing is shipped.
Organize what matters. Make it easier to carry forward.
If something happened tomorrow, would the person you trust know where your online accounts are, what subscriptions are running, or what you'd want done with your photos and social media? This workbook gives you one calm, organized place to write it all down.
What's inside
12 guided modules: Personal Information, Important Contacts, Digital Accounts, Subscriptions, Digital Assets, Social Media, Cloud Storage, Websites & Domains, Cryptocurrency, Digital Legacy, Executor Instructions, and a Final Review
Fill-in boxes with examples in every section so you know what belongs where
A clickable contents page and checkboxes to track your progress
Space for personal messages and practical instructions for the person you designate
Easy to use
Fill it in on your computer or phone. Open it in the free Adobe Acrobat Reader so your entries save.
Work at your own pace and come back whenever you like. You don't need to finish in one sitting.
Update it anytime your information or wishes change or print it and write by hand.
Private by design
Your information stays in your own file, and Nesting Path never sees it. The workbook is built so you never enter passwords, PINs, or recovery phrases. You record the account and your wishes, not your login credentials.
Please note: This workbook is an organizational tool. It is not a will, trust, power of attorney, or legal document, and it does not legally control what happens to any account or asset. Consider speaking with a qualified professional for legal, tax, or financial matters.
Want hands-on help?
Nesting Path offers administrative support through health navigation, hospice transition, and afterloss administration. Visit nestingpath.com or email Help@nestingpath.com.
Instant digital download (PDF). Nothing is shipped.
