If you’ve finished the book and aren’t sure where to begin, follow these steps:

1. Download the companion workbook

Start by creating basic records for your three most critical assets. The workbook contains working copies of all of the templates listed below.

Download: The Digital Legacy Tree Companion Workbook (HERE)

2. Start your first usable Digital Legacy File

Identify your top 3 critical assets and document them first using the suggested DLF structure with three levels of detail for Roots, Trunk and Leaves.

Download: DLF Template (HERE)

3. Use the digital asset discovery table

Find your digital assets by reviewing the full listing of suggested categories and asset types to find things most people forget about. Then prioritize them to make sure the most important ones are documented first.

Download: Digital Asset Discovery Inventory Listing (HERE)

4. Expand your initial Digital Legacy File into a robust, living document

Enhance and expand your DLF using the simple steps you used to create your first few critical asset records. Grow the DLF based on your top priority assets until your prioritized assets are all documented. You can also modify the DLF to meet your needs.

5. Create a Digital Trailhead

Make it easy for your authorized decision-maker to locate your DLF with a clear and simple email or document that gives them a starting point that they should know about as soon as your DLF is completed.

Download: Digital Trailhead Template (HERE)

6. Schedule your first review

Test the process and create a recurring maintenance schedule.

Download: Annual Review Checklist (HERE)