Free Estate Planning Guide
What Your Estate Planning Lawyer Probably Won’t Tell You
Most estate plans cover the legal documents. This free guide covers the practical details your family may actually need first.
Wills, trusts, and powers of attorney matter. But they do not unlock your phone, find your passwords, recover lost crypto, organize family photos, or explain where your important accounts and emergency instructions are kept.
That is where many estate plans quietly fall apart.
Your family does not just need your will.
They may need your phone passcode, your password manager instructions, your insurance list, your cloud photo access, your crypto recovery plan, your subscription list, your business email, and your emergency contacts.
Most people never organize those things.
Most lawyers never ask.
That is why we made this guide.
The Missing Half of Estate Planning
Most law firms focus on documents.
That makes sense. Legal documents are important. But modern estate planning does not stop with a will, trust, power of attorney, or healthcare directive.
Your life is now spread across devices, apps, passwords, cloud accounts, payment platforms, photo libraries, crypto wallets, business tools, and online subscriptions. If your family cannot access those things, they may be left with authority on paper but no practical way to act.
This guide shows you the part of estate planning people usually discover the hard way.
What You’ll Learn
Inside the guide, you’ll learn how to:
- Set up Apple Legacy Contact and Google Inactive Account Manager
- Create a safer emergency-access plan for passwords
- Decide what should and should not go in a family emergency file
- Organize digital assets like crypto, domains, cloud storage, and online businesses
- Help loved ones find insurance policies, account lists, bills, and key documents
- Preserve family photos, stories, videos, and personal messages
- Plan for incapacity, not just death
- Complete a 30-minute practical estate planning audit
A Practical Estate Planning Checklist for the Digital Age
Estate planning has changed. Families today need more than traditional estate planning documents. They need a practical plan for digital assets, online accounts, passwords, smartphones, family records, financial accounts, insurance policies, social media accounts, crypto wallets, and emergency access.
This free estate planning checklist helps you think through the real-life details that often create stress after death or incapacity. It is designed for families who want to make things easier, clearer, and more organized for the people they love.
This is not legal advice, and it is not a replacement for a complete estate plan. It is the practical companion most estate plans are missing.
At Massingill, we help families build estate plans that work in real life, not just on paper.
Download the Free Checklist
Most estate planning advice stops too soon.
This free guide shows you the overlooked practical steps families need in the digital age: phones, passwords, accounts, documents, crypto, photos, and emergency access.