Guided Workshops
A 2-hour guided session where we walk through the entire digital estate planning process together.
You'll leave with a completed inventory, a chosen digital executor, and platform legacy features turned on.
What We Cover
- Understanding your digital footprint — what you have and where it lives
- Creating a complete account inventory using our template
- Choosing and preparing your digital executor
- Setting up a password manager with emergency access
- Configuring Google, Apple, and Facebook legacy features
- Documenting everything for your will or trust
- Smart home and IoT considerations
- Passkeys and modern authentication — what your family needs to know
Who It's For
- Seniors who want to get their digital affairs in order
- Adult children helping aging parents organize their accounts
- Couples who want to ensure mutual access and clarity
- Anyone who's been putting this off and needs accountability
Format Options
In-Person Workshop
Small group session (6–12 people) at a community center, library, or senior center. Hands-on with devices and accounts.
Duration: 2 hours
Includes: Printed workbook, inventory template, follow-up email summary
Private Session
One-on-one or family session at your home or via video call. Personalized to your specific accounts and devices.
Duration: 2–3 hours
Includes: Customized inventory, executor coaching, platform setup assistance
Organization / Company
For employee wellness programs, HOA groups, retirement communities, or professional associations.
Duration: Flexible
Includes: Customized content, materials for all attendees, Q&A
No tech expertise required. We explain everything in plain language and work at your pace.
Bring your phone, tablet, or laptop — we'll use what you're comfortable with.
The Workbook
A printable, self-guided workbook that expands on the free website content with exercises,
conversation prompts, and detailed walkthroughs.
What's Inside
- Step-by-step exercises for each of the 5 planning steps
- Conversation guides for talking to your digital executor and family
- Expanded inventory templates with space for 100+ accounts
- Platform-specific checklists for Google, Apple, Facebook, Microsoft, and more
- Smart home device tracker — list every IoT device, app, and account
- Passkey planning worksheet — document where your passkeys live and how to access them
- Emergency info card templates — wallet-sized cards for your family
- Review schedule — reminders to update your plan every 6–12 months
Format
- Print edition: Spiral-bound, 80 pages, large print, writeable worksheets
- Digital edition: PDF with fillable forms, usable on tablet or computer
- Bundle: Both print and digital, plus the emergency card laminates
Coming soon. The workbook is in final review. Join our mailing list to be notified when it's available,
or contact us to pre-order.
Get in Touch
Interested in a workshop, the workbook, or just have questions? Reach out and we'll get back to you within 24 hours.
Contact Information
Email: hello@digitalestateplanning.ai
Based in: Minnetonka, MN — serving the Twin Cities metro area
Remote sessions: Available nationwide via video call
A Logic Memory Systems project. Logic Memory Systems LLC provides technology education
and consulting for seniors and their families.