Legacy Instructions

Purpose

The purpose of these "Legacy Instructions" is to provide a clear, step-by-step guide for transferring control of our family's digital assets after Evan's (or Evan and Hope's) passing. This will walk you through all necessary steps of the "legacy" process. The intention is to make these steps as easy and accessible as possible.

Audience

All of the following steps are in order, though, each individual page will have notation about who should pay attention to each section. For instance, some steps are directed at Hope and will be unnecessary for others to complete and vice-versa. This will be denoted if there is a specific audience; otherwise, if not denoted, the audience is everyone.

How to Use This Guide

Follow the steps section below in order. Audience callouts indicate who must act. Most credentials reside in Bitwarden; do not paste secrets into these docs.

Legend

• Everyone: Applies to all readers
• Primary: Primary account holder or delegate (Hope)
• Executor: Estate executor or legal designee
• Network Admin: Person maintaining home network

Quick-Start Checklist

Targeted actions can be done with prerequisites confirmed (otherwise, skip to steps):

• Bitwarden access confirmed
• Primary email access confirmed
• Billing access (bank/credit card) available
• ISP/admin portal access known
• Device inventory accessible
• Business entities identified (if applicable)

Emergency Jump Links

• Subscriptions (stop high-cost charges): Subscriptions
• Critical infra (transfer, don’t cancel): Home Network
• Business continuity: Invareo & Managed Interests

Scope and Definitions

This “Legacy” track covers technical account access, home network, subscriptions, and business continuity. Legal/estate documents live outside this set.

Steps

1. Prerequisites
   • Summary: Create/access core accounts (email, password manager, cloud, billing) needed for later steps.
   • Audience: Everyone, with callouts for the primary account holder.
2. Home Infrastructure
   • Summary: Manage the home network setup (modem, router, Wi‑Fi SSIDs, admin portals).
   • Audience: Network admin/primary maintainer.
3. Subscriptions
   • Summary: Inventory of paid/free services and how to manage/transfer/terminate them.
   • Audience: Primary account holder; finance interested parties.
4. Invareo & Managed / Business Interests
   • Summary: Processes and access related to Invareo and any managed or business entities.
   • Audience: Business stakeholders and designated maintainers.
5. Legal Documents
   • Summary: Legal documents and processes.
   • Audience: Everyone.
6. Household Management
   • Summary: Household management and processes.
   • Audience: Everyone.
7. Financial Overview
   • Summary: Financial overview and processes.
   • Audience: Everyone.
8. Digital Life
   • Summary: Digital life and processes.
   • Audience: Everyone.
9. Appendices
   • Summary: Reference appendices for all additional pertinent details (MACs, models, IPs, etc.)
   • Audience: Everyone.

Server

Work In Progress

The To‑Do list and recommended sections are being actively developed. You can find the latest version here in the To‑Do list.

Credentials

Account credentials and secure notes are stored in Bitwarden.

Maintenance Cadence

Review quarterly and after major life events Last reviewed: 2025-08-25