How ready is your digital estate?

What is a digital estate — and why check your readiness?

Your digital estate is everything you own or manage online — accounts and passwords, financial and insurance details, important documents, photos, and the access instructions your family would need. Digital estate planning means getting it organized and reachable, so nothing critical is lost, locked away, or left to a stressful guessing game if you’re unavailable. This quick check scores how ready yours is across ten essentials — from password security and an account inventory to beneficiaries, emergency access, and who inherits your digital assets.

What this readiness check covers

The ten essentials the quiz scores — and how to close each gap:

1. 1. Are all your account passwords stored somewhere secure — not reused, and not on a sticky note?

   Scattered or reused passwords are the first thing to fix. A single encrypted vault holds them all — strong, unique, and ready when you need them.

   See how the vault works

2. 2. Do you have a complete list of the online accounts and subscriptions you use?

   Most people underestimate how many accounts they have. Simply Once helps you capture them into one place so nothing gets lost or forgotten.

   Capture your accounts

3. 3. Can you find your key documents — IDs, insurance cards, deeds, policies — in seconds?

   Scan a document once and Simply Once keeps the details and the image together, encrypted and searchable, so they are a tap away when they matter.

   Scan documents into records

4. 4. Do you have a will or estate plan — and does someone you trust know where to find it?

   A plan only helps if it can be found. Keep it where your important documents live, and make sure the right person can reach it at the right time.

   Plan for your executor

5. 5. Are the right people named as beneficiaries on your bank, insurance, and retirement accounts?

   Outdated beneficiaries are a common, costly gap. Keep an up-to-date record of who is named where, so it is easy to review and correct.

   Get your affairs in order

6. 6. If you couldn’t manage things for a while, could someone you trust step in and access what’s needed?

   Give a trusted person a way in — for exactly what they need, when they need it — without handing over everything today.

   Set up trusted access

7. 7. In an emergency, could first responders reach your medical details and emergency contacts?

   Seconds count in an emergency. Keep your medical facts and contacts ready to surface for the people who need them — and locked away from everyone else.

   How your data is protected

8. 8. Have you thought about who inherits your digital assets — photos, crypto, domains, loyalty points?

   Digital assets rarely make it into a will. Bringing them into your Digital DNA is the first step to deciding what happens to them.

   What is your Digital DNA

9. 9. If something happened to you tomorrow, would someone know how to access what they’d need?

   Don’t leave your family a treasure hunt. Organize the essentials so the person you choose can act without guessing or waiting.

   Plan ahead for your family

10. 10. Do you review and update this information at least once a year?

    Details drift — new accounts, new addresses, new cards. When your records fill your forms automatically, keeping them current pays off every day, not just someday.

    See how autofill works