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Digital Legacy

Plan Today, Protect Tomorrow

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If someone had to step in tomorrow, would they know where to find everything?

Your passwords, financial accounts, insurance, important documents and online services are now a big part of your life. A little organisation today can make things much easier for the people you trust later.

A simple way to get your digital life organised

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Secure your passwords

Set up a password manager so you don’t have important passwords scattered across notebooks, browsers and devices.

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Record what matters

Create one secure reference showing where your important financial, legal, household and digital information can be found.

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Make sure the right person knows

Tell your executor, attorney or trusted family member where your information is stored — without giving them your passwords unnecessarily.

A simple guide to your digital legacy

Rachael explains a few practical steps you can take now to make your digital information easier for the people you trust to manage later.

Your Digital Legacy Resources

Two practical resources to help you secure your digital access and make important information easier for the people you trust to find.

Setting Up Bitwarden

A simple, step-by-step guide to setting up a secure password manager, creating your master password, moving existing passwords and getting Bitwarden ready to use.

Digital Access & Important Information Checklist

A secure go-to checklist for recording where important financial, legal, household and digital information can be found — without writing down your passwords.

Get Your Free Digital Legacy Pack

We’ll send you both practical guides so you can work through them in your own time.

Frequently asked questions about Digital Legacy

A digital legacy is the collection of online accounts, digital information, documents and services you leave behind. Organising these details can make it easier for someone you trust to manage important matters if you’re unable to do so yourself.

Include details about your important financial, legal and household information, key contacts, online accounts, devices and where secure access information is stored. The aim is to make important information easier to locate without putting sensitive details at risk.

It’s generally better not to write passwords directly into a checklist or document. Instead, use a secure password manager and record where your trusted person can find the information or instructions they may need.

Choose someone you trust, such as your executor, attorney or a trusted family member. They don’t necessarily need your passwords now, but they should know that your digital legacy information exists and where it can be found.

Review it at least once a year and whenever something important changes, such as opening or closing accounts, changing devices, updating estate documents or changing the person you trust to access the information.

Helping you get organised for what matters

Digital legacy planning doesn’t need to be complicated. A few simple steps today can make it much easier for the people you trust to find important information and know what to do when they need it.

The resources on this page are designed to help you organise your digital access, important information and passwords in a practical and secure way.

Digital Legacy

Make things easier for the people you trust.

The Trustee for The Yurko Family Trust T/A Thrive Financial Planning | ABN 80 346 511 003
Corporate Authorised Representative 000449875
Beryllium Advisers Pty Ltd | ABN 30 646 510 769 | AFSL 528250



General Advice Warning: The information and advice contained on this webpage and website has been prepared for general information purposes only and does not take into account your personal objectives, financial situation or needs. It is not intended to provide commercial, financial, investment, accounting, tax or legal advice. You should, before you make any decision regarding any information, strategies, or products mentioned on this website, consult a professional financial advisor to consider whether it is suitable and appropriate for you and your personal needs and circumstances. Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products mentioned on this website. You should also obtain and read this document prior to proceeding with any decision to purchase a financial product. Although every effort has been made to verify the accuracy of the information contained in this document, Thrive Financial, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

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