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Digital Estate Planning Tracker

A guided experience to ensure all your matters are accounted for and loved ones are protected

Digital Estate Planning Tracker

Use Final Security's digital estate planning tracker to map and track your progress in completing your digital estate. The digital estate planning tracker is available to all members and plan levels. Below are some examples of what items are in the tracker.

You can learn more about what should go into your digital estate with our digital estate planning checklist.

Directives and Instructions

Create a document with instructions and notes. Guide your loved with on where to find specific items and other guidance.

Important documents

Will, trust, guardian designations and wishes, mortgage/home/land documents, business information, life insurance, etc...

Email Accounts

Usernames, passwords and service names

Digital Estate Planning Tracker at Final Security, get your free account today

Social media accounts

Usernames, passwords and service names


Service details and login credentials for banking, credit cards, investment and other financial documents. Services such as: checking, savings, stocks, bonds, real estate, retirement, life insurance, health savings.

Medical files

Directives, medical history, genetic testing


Digital Estate Risk Assessment Calculator

According to AARP, it can take six months for financial institutions, credit-reporting bureaus and the Social Security Administration to receive, share or register death records. When you consider that timeframe and that cybercrime is now more profitable than the global illegal drug trade, your digital estate is the perfect target for criminals. We need to protect and organize our digital lives in preparation of our digital death.

How at Risk...

Is Your Digital Estate?

Get your free personalized digital estate planning report in just a few minutes.

Start Your Free Assessment
How at risk is your digital estate? Get your free personalized digital estate planning report.


Your privacy, safety and security is our top priority and at the core of everything we do. Your data is encrypted and protected at every level. From typing on your computer, through the Internet and into our application and servers.

Learn more about how we secure your data.

Digital Estate Planning, Final Security is HIPAA Compliant
Digital Estate Planning, Final Security uses SSL to encrypt in transit
Digital Estate Planning, Final Security used two factor authentication
Digital Estate Planning, Final Security encrypts your data at every level

Need More Time?

There are many things to consider with digital estate & legacy planning. Sign up for our mailing list to get to know us better and also receive helpful information about digital estate planning, your privacy and security.

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