Organizing What Matters

Digital Life Checklist

Help families think through digital account categories and access planning.

JMF-RESOURCE-DIGITAL-LIFESESSION STORAGE ONLYAnonymous allowed

Boundary

What this resource does and does not do.

This free resource is educational and preparatory. It does not provide legal, tax, financial, funeral, or professional advice and does not replace a paid JMF planning service or independent professional review.

AudiencePeople organizing digital assets and online accounts.

Lead captureOptional

Dataverse persistenceNo automatic persistence

Sensitive dataProhibited

Do not enterpasswords, security answers, recovery codes

Natural Next Step

Digital Asset Plan

You may want to consider this service if the resource shows a planning gap or a family need that would benefit from JMF support.

Plan Digital Access

Session Tool

Use this without creating a client record.

JMF-RESOURCE-20260816121952-NFV6O4

Privacy boundary: SESSION STORAGE ONLY. This page does not send your answers to JMF. If you choose to continue, the inquiry step is separate.

Session notes

Plan Digital Access