Digital estate planning is the process of organizing the files, accounts, wishes, and personal messages that people may need if you cannot speak for yourself.

It includes legal documents, but it also includes practical instructions: where records are stored, who should be contacted, what medical wishes matter, and which messages should reach loved ones later.

1. Gather Core Documents

Start with wills, trusts if you have them, medical directives, powers of attorney, insurance records, identity documents, property records, funeral wishes, and executor instructions.

Legati gives paid subscribers a will and medical directive generator to help organize key decisions before storing final signed documents. It is not legal advice, and requirements vary by jurisdiction, so attorney review may still matter.

2. Create a Secure Vault

A secure legacy vault gives your records one durable home. Legati encrypts files and organizes them for long-term access through your account, trusted delegates, and optional offline USB backup in supported regions.

Use clear file names and notes. Your future delegate should not have to guess which document is current or why a file matters.

3. Add Delegates

Delegates are trusted people who may need access later. They might be an executor, attorney, adult child, sibling, close friend, medical advocate, or another trusted contact.

Delegate access is one of the reasons a legacy vault is different from ordinary storage. It is designed around controlled access and continuity, not just file sync.

4. Use Timed Messages

Documents explain what to do. Timed messages can explain why it matters. You can prepare practical guidance, milestone messages, family context, or personal videos now and schedule them for later delivery.

5. Keep It Current

Review your digital estate plan after major life changes: marriage, divorce, children, illness, relocation, new assets, new accounts, or a changed executor.

See the Legati features, current plans, and the FAQ to decide what belongs in your vault. For product comparison, read Legati vs. Trustworthy.