Your Guided Setup
I’ll guide you through each section of your journal, step-by-step.
You don’t need to complete everything today.
Simply follow along at your own pace and complete one section at a time.
Important Contacts
In this step, we’ll identify the key people your family may need to contact.
Take your time and complete this section as you watch.
Digital Account Summary
We’ll start by listing your most important accounts.
You don’t need everything — just begin with what you know.
Password Management
This is one of the most important steps.
We’ll focus on how your passwords are stored and accessed safely.
Cloud Storage
Here, we’ll organise where your important documents are stored.
Simple structure is all you need.
Document Inventory
We’ll record your important documents and where they are located.
Start with what you can easily find.
If Something Happens
This section helps your family understand what to do.
Clear and simple is best.
Annual Review
This helps you keep everything up to date over time.
Even a small update each year makes a difference.
Need help setting this up?
If this feels overwhelming, I can help you organise everything clearly and securely.