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.