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Docs · Playbooks

Account playbooks

One playbook per service, in three parts: what the mechanism is, how to set it up now, and what your survivors do later. Platform policies change, so every playbook carries a verification date and links to the official sources it was checked against. A frozen, timestamped copy of each travels inside your continuity bundle, so your family always has the version that matches your setup.

1Password: Emergency Kit and Family Recovery

Verified July 6, 2026

Amazon & AWS: A Library That Dies, and a Bill That Does Not

Verified July 26, 2026

Any Other Account or Service

Verified July 6, 2026

Any Other Password Manager (including Apple Keychain)

Verified July 6, 2026

Apple: Legacy Contact and Digital Legacy

Verified July 6, 2026

Authenticator Apps: The Second Factor That Locks Out Your Executor

Verified July 25, 2026

Banks: Metadata Only, Estate Services Do the Rest

Verified July 6, 2026

Bitwarden: Emergency Access

Verified July 6, 2026

Brokerages: The Beneficiary Form Beats Your Will

Verified July 26, 2026

ChatGPT: Export While You Can, OpenAI Has No Legacy Tool

Verified July 22, 2026

Claude: Export While You Can, Anthropic Has No Legacy Tool

Verified July 22, 2026

Credit Cards: Close, Don't Pay

Verified July 6, 2026

Crypto Exchanges: Probate, Not a Seed Phrase

Verified July 26, 2026

Crypto Wallets: Seed to the Vault, Sweep on Recovery

Verified July 6, 2026

Domain Registrars: The Lease That Quietly Expires

Verified July 25, 2026

Dropbox: No Legacy Tool, So Check the Computer First

Verified July 16, 2026

Email: Any Provider (Outlook, Proton, Yahoo, Fastmail…)

Verified July 9, 2026

Facebook and Instagram (Meta): Legacy Contact, and What It Won't Hand Over

Verified July 25, 2026

GitHub: A Successor for Public Repos, and Nothing for Private Ones

Verified July 26, 2026

Google: Inactive Account Manager

Verified July 6, 2026

KeePass: a file you own, not an account you negotiate

Verified July 9, 2026

LastPass: Emergency Access

Verified July 9, 2026

Microsoft: No Legacy Tool, So Keep It Alive

Verified July 16, 2026

No password manager: browser-saved or on paper

Verified July 9, 2026

PayPal, Venmo & Cash App: Small Balances, Live Payment Rails

Verified July 26, 2026

Phone Carrier: Keep the Number Alive

Verified July 6, 2026

Photos: Usually Inside Google or Apple, Sometimes Their Own Account

Verified July 22, 2026

Missing a service? The generic playbook covers any account through the same three questions, and we add specific playbooks based on what people actually need.Tell us what's missing.