DIGITAL LIFE MANAGEMENT

Digital Life Readiness Assessment

The 3P Method™

1 - Not organized. No systems or documentation are in place.
2 - Some information exists, but there are major gaps and risks.
3 - Key areas are documented, but processes and records need improvement.
4 - Digital systems are organized, with only minor improvements needed.
5 - Fully documented, regularly reviewed, and supported by effective personal digital management.
PREPAREInventory Your Digital Life

1. Do you have a complete inventory of your digital accounts, devices, and subscriptions?

2. Is your password manager updated and accessible by a trusted person if needed?

3. Do you maintain an updated list of recovery phrases, 2FA methods, and account recovery contacts?

4. Are your important documents stored in a secure, organized, and accessible digital vault?

5. Do you regularly back up your critical personal data across multiple locations?

6. Have you documented instructions for accessing your digital life if you are unavailable?

7. Do you review and update your digital asset inventory at least once a year?

PROTECTSecure Your Digital Life

8. Are your devices protected with encryption, passwords, and remote wipe capability?

9. Do you use unique passwords and multi-factor authentication on all critical accounts?

10. Have you designated a trusted person to access your digital life in an emergency?

11. Are your estate planning documents updated to include digital assets and access instructions?

12. Do you monitor for suspicious activity, data breaches, or unauthorized access?

13. Are your photos, videos, and personal memories backed up and preserved for the long term?

14. Do you understand and control the privacy settings on your social media and cloud accounts?

PRESERVEEnsure Lasting Access

15. Have you documented instructions for handling your digital assets after death or incapacity?

16. Are your important digital assets organized so an executor or family member can find them?

17. Do you know which digital assets have monetary, sentimental, or legal value?

18. Have you reviewed your digital estate plan in the past 12 months?

19. Are subscriptions, recurring payments, and account closures documented for your representative?

20. Overall, how confident are you that your digital life is prepared, protected, and preserved?