1. Personal Information


Use this section to record personal contact information. This can be used for an individual or a couple.

Your Information


Emergency Contact


2. Important Contacts


This section is for recording details of people who are significant contacts in your life, it might include:

  • Adult children
  • Medical emergency contact
  • Executor
  • Lawyer
  • Accountant
  • Neighbour
  • Support person
Name Role Phone Number Email Notes

3. Devices, Equipment & WiFi


Use this section to record details about your home WiFi, devices, and equipment. Examples include:

  • Mobile Phones
  • Computers and Laptops
  • Tablets
  • Printers
  • Smart TVs
  • WiFi Equipment
  • Security Cameras
  • Door Locks
  • Solar Equipment

Home WiFi/Internet Information


Personal Devices


Add any personal devices you own such as mobile phones, tablets, computers or laptops

Type Model Location Password Location Description

Home Technology


Add any technology or devices that are around your home, such as Smart TVs, Printers, or Security systems

Type Model Location Password Location Description

4. Photos & Files


This section is for recording:

  • Location of photos
  • Backup arrangements
  • Important documents
  • External hard drives
  • Cloud storage details
Name Location

5. Services & Insurance


Record details of insurance and services here, this is a good time check whose name appears on each account

Services


Service Provider Account Number Notes

Insurance


Type Company Policy Number Renewal Date Document Location Advisor

6. Financial Services


Record the banks, financial institutions and other organisations where you hold accounts or have financial arrangements. Include enough information to identify the organisation and understand the accounts or services you have with them.

Never store banking logins, passwords, PINs or other security information here.

Name Account / Service Type Notes

7. Accounts & Subscriptions


Use this section to record accounts, memberships and subscriptions that haven't been included elsewhere in your Technology Plan. These may be online services or traditional arrangements, such as newspaper and magazine subscriptions, club memberships, streaming services, email accounts and social media. Recording these details can help you or someone assisting you identify accounts that may need to be managed, renewed or cancelled.

  • Apple ID
  • Gmail or other Email Accounts
  • Facebook Account
  • Ancestry Account
  • Streaming Service Subscriptions
  • Newspaper Subscriptions
Website/Service Username/Email Password Location Notes

8. Miscellaneous Information


You can use this page to record any other items that are important to you.

Item Notes

9. Digital Life Instructions


Use this section to record any further details of particular aspects of your technology legacy and how you would like them to be managed when you are no longer here. This could cover (but isn't limited to) photos, digital genealogy assets, email and stored files.