10 Fundamentals of a Secure + Prepared Future

At Software and Process Design, we've discovered that most goals can be achieved by breaking them down into essential steps, roughly 10 fundamental principles. We call these principles the 10 Fundamentals.   

You can think of these Fundamentals as a roadmap for success. If you’re aiming to achieve something, these Fundamentals are like simple rules to follow, breaking down goals into actionable steps.  

What makes it even more exciting is that we're actively developing tools to simplify this journey further. As you read through this guide, see how these Fundamentals, when combined with our tools, become your companion for reaching your goals.   


In this guide, we dissect ten fundamental principles spanning finance, health, and digital literacy. Let’s unravel the secret to building a stable future.

By the end of this article, you’ll be equipped with the knowledge needed for a resilient and well-prepared future.


Key Takeaways:

1. Power of Attorney (POA): Designate a trusted individual to manage your financial and legal affairs in the event you become unable to do so.

2. Health/Life Insurance: Health and life insurance help to cover medical expenses, protect against unexpected financial burdens, and ensure your loved ones are supported in the event of your death.

3. Updated Will: Create a will and update it regularly. Specify how you’d like your assets to be distributed, and who will be responsible for dependents. This will help to avoid family disputes and legal complications.

4. Basic Money Management Skills: Learn skills like budgeting, saving, debt management, investments, credit management, and goal setting.

5. Skin Protection: Prioritize skin health with regular sunscreen use, learn the ABC monitoring method, and schedule routine dermatologist checks.

6. Resourcefulness for Mental Health: Seek support when needed. Talk to trusted individuals, join groups, take personal time, understand your emotions, practice kindness, and learn about the mental health resources available.

7. An Emergency Plan for Your Home: Establish a comprehensive emergency plan for your home including fire safety, evacuation routes, meeting spots, and any emergency equipment that may be needed.

8. Basic First Aid Skills: Learn critical first aid skills, including CPR, wound care, recognizing allergies, burn management, dealing with seizures, and knowing how to call for emergency help.

9. Learn to Do Your Taxes: Understand the importance of taxes, learn about deductions, and file on time to avoid penalties.

10. Create a Digital Asset Inventory: Share all digital accounts and login details with a trusted person, and regularly update the inventory. That way, your digital accounts like your cryptocurrency, for example, can be accessed in the event of your passing.


1. Set up a power of attorney

A power of attorney (POA) is someone you trust and is appointed to make financial and legal decisions for you if you become unable to do so.

A power of attorney is responsible for things like managing bank accounts, paying bills, and handling investments. You can even arrange a POA for personal and health-related matters.

If you are a caregiver or the primary financial decision-maker in your family, you may want to set up a POA. You don’t want your loved ones to go through a lengthy legal process if you become unable to make decisions.  

Without a POA, decisions about your financial and personal matters may be delayed. Additionally, your loved ones may not know your wishes and unintentionally mismanage your affairs.

Setting up a POA is a straightforward process. In Ontario, Canada, for example, you can create a POA through the provincial government’s official page or use the step-by-step guide in Steps to Justice.

Appointing a POA provides peace of mind for both you and your loved ones, knowing that you have designated someone you trust to handle your affairs if you are unable to do so.

Soon, you’ll be able to use our tools and resources to achieve this goal. You can track and manage all the things you need to do to set up a POA in one convenient place.

You can assign tasks to your POA (for example, legal documents they need to sign), and set the status of tasks that you’ve completed and still have left to complete. You’ll even be able to find legal services in your community.

This will help you ensure that you finish all necessary steps when assigning a POA. Having access to our tools in one convenient place will help you get on the path to success.


2. Set up health/life insurance

Setting up both health and life insurance is extremely important, especially if you don’t have a plan provided through your employment.

What's the difference between health and life insurance? Health insurance covers medical expenses and things like long-term disability, while life insurance provides financial security to your loved ones in the event of your death. 

Health insurance can help cover the cost of medical care, hospital stays, surgeries, and prescription medications. It can even cover things like ambulance services.

Without it, you may have to bear these expenses out-of-pocket. In Canada, for example, the Ontario Health Insurance Plan (OHIP) covers part or all the costs, depending on the circumstances. When it’s not covered, however, it costs a whopping $240 in Canadian dollars. 

More importantly, health insurance often includes coverage for regular check-ups and screenings to monitor and detect health issues early on.

In the event of an emergency, medical insurance provides peace of mind so you can focus on getting better, rather than the financial implications of your illness. 

Life insurance, however, can help to settle outstanding debts, replace lost income, and support your family’s financial needs in the event of your death.

When it comes to covering expensive and unexpected funeral costs, for example, life insurance is extremely helpful, relieving your family from the financial stress associated with these arrangements.

Without life insurance, surviving family members may have to cover your debts or funeral expenses out-of-pocket. 

In some cases, you may even be able to use your life insurance policy before your death, although you should be careful with this.

Here’s how it works: as you pay your life insurance premiums, some of that money goes into this account, called the cash value.

If you ever decide you don't want the insurance anymore, you can get some of this money back, but it won't be as much as you put in. 

The big problem is that if you borrow this money and don't pay it back, it could mean less money for your family when you're not around.

Choosing the right insurance plan can be a time-consuming process, so we’ve come up with a few tips to streamline the process and help you get started: 

  • Assess different plans/providers and choose based on your specific needs. Evaluate your current health, lifestyle, and financial situation to determine what type of coverage you’ll need. 

    If you’re a frequent traveler or plan to travel somewhere in the future, consider looking for plans that include medical coverage for travelers.

    The government of Canada states on its website that “if you plan to travel outside Canada ‒ even for a day in the United States – you should buy travel health insurance before you leave.

    If you're flying, it’s suggested that you also get insurance for lost luggage, the replacement of documents, and trip interruptions as well.

  • Research and compare plans from different providers. You can also consider bundling your health and life insurance together for a cheaper rate, however, this may not suit your needs. 

  • You’ll want to consider factors like the coverage included, the premiums and fees required, and the frequency of appointments. For example, some plans provide you with coverage for dental cleanings every 6 months whereas other plans offer it every 9 months. You’ll want to keep this in mind and select the plan that best suits your needs. 

  • Understand the terms and conditions of the insurance policies you plan to sign. Note the coverage limits, exclusions, or any waiting periods involved. 

 Establishing health and life insurance is important for securing your future and ensuring that your loved ones are protected in the face of unforeseen events. 

Soon, you’ll be able to use our tools to help you find and select the right health or insurance plan for yourself.

You’ll be able to compare the different features offered by the plan plus their pricing and get a visual overview of what will work best for you.

Then, you can create a checklist for all the documents and things you’ll need to apply for insurance. You can even create a budget to ensure that the plan is affordable for you.

The best part? Using our tools, you’ll be able to do all of this in one place so you can stay organized and on top of your goals.


3. Have an updated will 

Creating and updating your will is an important part of preparing for the future, allowing you to specify how your assets should be distributed upon your death.

For those who have young children, a will is crucial for appointing guardians who will take care of said children if you and/or your spouse pass away. 

Here are a few helpful tips for what to include in your will: 

  • Designate someone to serve as an executor of your estate, they will be responsible for distributing assets and mediating disputes as well as hiring any professionals needed (for example, hiring lawyers or accountants).

  • Clearly outline how your assets (including property, money, and personal belongings) should be distributed upon your death. 

  • Specify who should take care of your minor children or other dependents in the event of your death. 

  • Include any specific instructions or preferences for your funeral and burial arrangements. 

  • Address how outstanding debts and taxes should be handled from your estate. 

  • If you wish to make charitable donations upon your passing, specify the charities and amounts in your will. 

Designating an executor in your will allows you to choose someone you trust to manage your estate, ensuring that your wishes are carried out efficiently.

Without a will, your assets may be distributed according to intestacy law, which dictates how a person's assets should be distributed if they die without a valid will or if their will is deemed invalid.  

In Ontario, for example, if you pass away without a will and have no children or spouse, your parents could inherit the estate.

Another factor to consider is that if you are in a common-law relationship and your spouse passes away without having written a will, there is no automatic right to inheritance for the surviving common-law spouse.

Thus, writing a will is an important thought to consider even if you are unmarried or do not have any children. It’s a good way to protect your loved ones' future – whoever they may be. 

A will with clear instructions helps minimize the likelihood of family disputes over asset distribution, providing peace of mind for both you and your loved ones.

In addition, the process of distributing assets without a will can be time-consuming, potentially leading to delays and increased legal costs which your loved ones will have to pay out of pocket for.  

Every adult, regardless of age or health status, should consider creating a will, especially if you own property, or have savings or investments.

Business owners should use a will to outline succession plans for their business and designate individuals who will take over key roles.  

Life is unpredictable, and having a will ensures that your hard-earned assets go to the individuals or causes that matter most to you in the event of your passing. 

Writing a will can be time-consuming and difficult. Luckily, you’ll be able to use our tools to help organize tasks like this. Soon, you’ll be able to set up a list of your items and add names to it.

Better yet, you’ll be able to look up lawyers or will-writing services in your community, compare services/pricing, and even find tips on what to include in a will. Moreover, you’ll be able to do all of this conveniently with one tool. 


4. Learn how to manage your money

Whether you're just starting your career or well into retirement, having basic money management skills is essential, allowing you to tackle unexpected expenses and financial challenges.  

When you have the ability to manage your finances effectively, you can better achieve financial goals, whether it's saving for a home, education, retirement, or a dream vacation.

You can make informed decisions to avoid unnecessary debt and manage existing debt responsibly. Having basic money management skills ensures that you're financially prepared for emergencies. 

Through saving, investing, and strategic financial planning, you position yourself for long-term financial success. Here are a few basic money management skills you can use: 

  • Budgeting: Creating a realistic budget that outlines your income, expenses, and savings goals will help you keep track of and review your spending to ensure alignment with your financial objectives. 

  • Saving: Developing a habit of saving a portion of your income regularly establishes an emergency fund to cover unexpected expenses.

    It will also help you contribute to long-term savings for goals like homeownership or retirement, for example.

    You should aim to save an amount that covers 3 to 6 months of your regular expenses. Alternatively, you can aim to save 3 to 6 months of your regular income. 

  • Debt Management: Understand and manage your debts responsibly. Prioritize high-interest debts, create a repayment plan, and avoid accumulating unnecessary debt. 

  • Investing Basics: Learn about basic investment concepts. Consider different investment strategies, like short-term and long-term, that align with your risk tolerance and financial goals. 

  • Credit Management: Pay bills on time, use credit wisely, and regularly review your credit score. 

  • Financial Goal Setting: Set goals that are SMART (specific, measurable, achievable, relevant, and time-bound).

    Create a roadmap to achieve your short and long-term financial goals, breaking them down into manageable steps. 

  • Insurance Coverage: Learn the basics of insurance, including health, life, and property insurance since the coverage provided in these plans protects you and your assets from unforeseen events. 

  • Continuous Learning: Stay informed about personal finance trends, investment options, and financial tools. Attend local events to learn about how to manage your money better.

    For example, the Hamilton Public Library offers the “Know Your Money” program in February, where you can learn money management skills from a licensed Chartered Professional Accountant (CPA).

    Additionally, November is Financial Literacy Month in Canada. During Financial Literacy Month, the Financial Consumer Agency of Canada (FCAC) works with organizations to help strengthen the financial literacy of Canadians.

    Find more information about Financial Literacy Month in Canada here.


5. Take care of your skin; wear sunscreen

Prolonged sun exposure, especially without protection, is a significant contributor to skin cancer. In addition, exposure to the sun accelerates the aging process of the skin, leading to wrinkles, fine lines, and age spots.

That’s why using sunscreen regularly is so important since it helps to protect both the appearance and health of the skin. Using the ABCs is a helpful way to keep track of your skin.

Here’s how to use the ABCs to check your skin health: 

  • A - Asymmetry: Regularly check your moles and skin spots for asymmetry (if one half does not match the other) since this could indicate issues.

  • B - Border Irregularity: Irregular, blurred, or jagged borders of moles or spots could indicate potential issues. 

  • C - Colour Changes: Multiple colours or colour variations could be a sign of skin irregularities. 

  • D - Diameter: Any mole larger than 6 millimeters in diameter should be monitored. 

  • E - Evolution: If a mole or spot evolves in size, shape, colour, or texture, consult a dermatologist. 

Schedule routine skin checks with a dermatologist - it is recommended that you see a dermatologist once a year.

If you are at a higher risk, such as those with a family history involving skin cancer, you should aim to see the dermatologist more often. 

Protecting your skin with sunscreen and adopting proactive skin checks are vital steps in maintaining skin health.


6. Be resourceful when it comes to your mental health

You should always ask for help, especially when it comes to your mental health. Being resourceful and reaching out for support when you need it most is one of the strongest things you can do. 

Here are a few ways you can be resourceful when it comes to your mental health: 

  • Talk to someone you trust. When you're feeling down or stressed, talking to someone wise can make a big difference. This could be a teacher, counselor, or another trusted adult. They know how to help and can give you good advice. 

  • Join a group or online community. Making friends who understand what you're going through is awesome. Joining a group—either online or in your community—where people share similar experiences can make you feel supported and less alone. 

    Soon, you’ll be able to join a group of like-minded people using our tools, so you can find and connect with people who can support you and your mental health goals.

  • Take time for yourself. Everyone needs a break, including you! Remember to take time for yourself. Do things you enjoy, like drawing, reading, or playing games.

    You can carve out time for yourself using our upcoming tools. You’ll be able to organize and track the things you need to do so you can ensure that you’re making time for yourself, too.

    For example, you could create a calendar that details when you’ll sleep, eat breakfast, exercise, go to work, come home, make dinner, and go back to sleep.

    Then, you can determine where you have time to go to the salon or read a book you’ve been meaning to, for example. Our tools will help you plan and organize your life so you can find time for yourself.

  • Learn about your emotions and feelings. The more you know, the better you can take care of yourself. 

  • Practice kindness. Being kind will help you to feel happier. Although it’s important to practice kindness towards others, it’s especially important to practice kindness with yourself.

    If you’re kind to yourself FIRST, you will find it easier to be kind to others. Moreover, kindness has been shown to decrease cortisol, a hormone directly correlated with stress levels

  • Know where to get help. You can find a ton of mental health support resources online. Health 811, for example, allows individuals to connect with a registered nurse day or night for free.  

    Soon, you’ll be able to find community resources and support your mental health using our tools. Find helplines, counseling services, programs, and so much more, all in one place.  

Taking care of your mental health is worth it because it helps you feel good and sets you up for a great future.

Be resourceful, be kind to yourself, and don't forget that you're not alone—there are lots of people and resources ready to support you! 


7. Create an emergency plan

Emergency plans are for everyone. Whether you live in a big house, a tiny apartment, or anywhere in between, everyone needs a plan for when things go wrong.

There are many ways you can prepare for an emergency in your home, but you can start with protecting your pets.

A simple and effective way to do this is by placing stickers on your front door that indicate the types of pets you have (and how many).

You can get custom-made stickers or decals to place on your front door to alert firefighters of any number of pets inside or check out your local humane society for free decals like the Ottawa Humane Society provides.

Soon, you’ll be able to use our tools to find a pet store or humane society in your community with these decals.

You’ll be able to search for, purchase from, and connect with a ton of businesses and non-profit organizations in your community. 

Something as simple as a sticker on your door could make a big difference when it comes to rescuing your pets during a fire but the prep work doesn’t stop there.

Consider creating an exit strategy for your emergency plan. These are crucial if you live in a home with multiple exits since one of them could be blocked off in an emergency.

Read our article on New Homeowner Safety for tips on how to use our tools to create an emergency exit plan for your home. 

Learn how to use a fire extinguisher properly using the PASS technique (Pull, Aim, Squeeze, Sweep): 

  • Pull the pin on the extinguisher. 

  • Aim the extinguisher. 

  • Squeeze the trigger or top handle. 

  • Sweep the fire area with the extinguisher's spray until the fire is completely out. 

In addition to learning how to use a fire extinguisher, you should consider learning about the different types of extinguishers.

For example, the Class A extinguisher is used for things like paper, wood, etc., and is generally safe to apply water to. Class B extinguishers, however, are used for flammable liquids.

Finally, Class C extinguishers are used for electrical fires. You can seriously harm yourself and even make the fire worse by using the incorrect extinguisher. 

Talk to your friends and family about your emergency plan. Everyone should know where to go, how to exit, and where the fire extinguishers are located.

You may also want to designate a meet-up spot with your family or friends afterward, to ensure everyone is together and safe. 

You can do this using our tools, too, by adding a map to the workspace with the specific location you’d like everyone to meet.

You can even add a backup location in case something prevents you from being able to get to the first location (like a flood, for example). 

Practice the plan a few times to ensure that you’re doing everything you can to keep yourself and your loved ones safe in an emergency.

Practicing the plan is important since muscle memory tends to kick in if our brains decide to shut down (and this often happens in emergencies). Read our article on New Homeowner Safety for more tips.

In addition to fires, you should also be prepared for the following emergencies: 

  • Power Outages: It's a good idea to have flashlights, candles, lighters, and extra batteries ready. Also, know where the circuit breaker is if you need to turn the power back on.

    You can tackle this challenge using our upcoming tools, by creating an activity in your workspace that lists all the items you’ve stored for power outages, where they’re stored, and where the circuit breaker or backup generator is located.

    You can even use our tools to plan all of this and keep track of what supplies you have and what supplies you still need.

    Finally, you can use this list to track what you’ve used up in a power outage, so you ensure that the emergency kit is stocked up for the next emergency.

  • Severe Weather: Keep an eye on the weather forecast, and have supplies like extra blankets, non-perishable food, and water if you need to stay inside for a while.

    Heavy rain or melting snow can sometimes lead to floods. Know if you live in a flood-prone area and be ready to move to higher ground if needed.

    In high flood areas, you should keep an axe in the attic (in case you’re forced to evacuate through the attic due to high levels of water). Also, keep important documents in a waterproof bag. 

  • Medical/Health Emergencies: Know where the first aid kit is and how to use it. Regularly check your first-aid kit to ensure medicine has not expired and that all items are fully stocked.

    Additionally, make sure to have important phone numbers handy, like poison control, or the contact information for the local nurse. 

    You can find and organize this information using our tools. Soon, you’ll be able to find and contact local services like poison control plus keep track of all of this contact information in one convenient location.

  • Chemical Spill or Gas Leak: If you smell something strange or notice a weird chemical spill, it's important to know what to do. Natural gas has no odor, however, gas companies add mercaptan, a harmless chemical, to give it the “rotten egg” smell.

    So, if you smell something, leave the area immediately. Once you have reached a safe place away from the hazard, call for help. 

    You can call your local gas company or report the leak directly to 911. Additionally, if you work with chemicals, metal, or wood in your home, you should consider having an eye wash station in or near your workshop.

  • Evacuations: Sometimes, authorities might ask people to leave an area for safety reasons. Have a bag ready with important stuff like clothes, medications, and important documents. 

  • Pandemics: Have a supply of face masks, hand sanitizer, and necessary medications. Stay informed about health guidelines to keep yourself and others safe. 


8. Learn basic first aid skills

Knowing some basic first aid skills is extremely important, so you can be ready to help yourself (or someone else) when required.

Let's talk about a few skills you can learn and how you can become knowledgeable in basic first aid. 

  • CPR: You can take a CPR class at a local community center, school, or even online. For example, the Canadian Red Cross offers many different courses through its website, including CPR training. 

    Soon, you’ll be able to use our tools to find programs like these in your community.

  • Choking: Performing abdominal thrusts (formerly known as the Heimlich Maneuver) is a way to help someone who's choking.

    Here’s what to do: place your fist just above the belly button and give up to 5 quick, inward, and upward thrusts. It is recommended that you learn this in a first aid class, so you do not injure yourself or another person. 

  • Basic wound care: Knowing how to clean and bandage a wound is super important. You’ll also want to know how to stop the bleeding, apply antibiotics, dress the wound, and watch for signs of infection.

    If the person you are treating has been impaled, DO NOT remove the item. Instead, you should call 911 immediately and apply plenty of gauze around the embedded object to control any blood loss.

    Monitor the patient, placing additional dressing around the embedded object to keep the object in place and prevent it from moving around. If the object falls out on its own, apply firm pressure to the wound.

  • Allergies: Some people might have allergies that can be serious. Learning to recognize the signs, like trouble breathing or swelling, and knowing how to use an EpiPen (if prescribed) is a crucial aspect of first aid knowledge. 

  • Burns: Learning how to cool a burn with water and cover it properly is important since burns can cause severe damage if not treated properly. 

  • Medications: Knowing how to help people by giving them the right medications and dosages is another important part of first aid. 

  • Seizures: Seeing someone having a seizure might be scary, but you can help them if you stay calm. You can learn about seizures and what to do to keep those who are having an episode safe, like moving things away and staying with them.

  • Calling for help: Learn how to dial emergency numbers and share important information with them, like your location, your condition, or information about the person you’re calling on behalf of. 

  • (Optional) Naloxone: Due to the major opioid crisis, some countries like Australia, Canada, Italy, the United Kingdom, and Ukraine have made naloxone available in pharmacies as an “over-the-counter" (available without a prescription) medication.

    Naloxone is a medication that can reverse an opioid overdose. In Canada, for example, it is available over the counter as Narcan nasal spray.

    Naloxone is safe to give to a person who is unconscious because of an opioid overdose and is not likely to cause further harm to the person. 

    Since Naloxone may not be available in your region, it’s best to determine for yourself whether Naloxone would be a good addition for your first aid kid. 

    According to the company’s website, administering Narcan nasal spray involves three important actions:

    1. LAY - Check the patient for slowed breathing or unresponsiveness. Lay the person on their back and tilt their head up. 

    2. SPRAY - Insert the nasal spray device into either nostril and press the plunger firmly. 

    3. STAY - Call 911 immediately after giving the first dose of nasal spray. Continue to administer doses as needed and wait with the person until help arrives. 

Soon, you’ll be able to use our tools to find and learn about first-aid care. Find training programs in your community, organize the information you learn, and get on the path to achieving your health goals. 


9. Learn how to do your taxes

Doing your taxes benefits everyone since they play a vital role in supporting our communities. When you pay your taxes, you contribute to funding essential services like schools, roads, and healthcare.

Paying your taxes can also help you out, since you may be eligible for certain benefits. Moreover, if you fail to pay your taxes, you may accumulate interest on the amount owed. 

Here’s some helpful tips for how to do your taxes: 

  • Collect documents - Gather up all your income-related documents. In Canada, this would be your T4, T4E, or T4RSP, for example.

    A T4 (or Statement of Remuneration Paid) is a document that summarizes the amount of money paid by an employer to an employee during a calendar year).

    On top of your income-related documents, you’ll also want to collect all your receipts and any donations you made to charities throughout the year.

  • Choose a filing method – I always do my taxes online for free through H&R Block, but you can also go into your local tax centre and have it done in person. This is recommended if your taxes are complex, like say, if you own your own business. 

  • Explore deductions, which are opportunities to reduce your taxable income. Look into potential deductions like education expenses, charitable donations, or job-related costs. 

    It can be tricky to keep track of all of these deductions. Luckily, soon, you’ll be able to use our tools to search for and keep track of all possible deductions you’re eligible for when it comes time to file your taxes.

  • File on time to avoid penalties and additional interest while ensuring a smooth process for any tax refunds you might be eligible for. 

  • Store your documents in a safe place – one you’ll remember in case you need access to your tax information. 

    You can tackle this challenge using our tools by creating a private workspace for your tax documents that you can access conveniently.

    You can even add your previous and future tax returns so that all your documents are together in the event of an audit. 

  • Treat it as a learning opportunity. The more you do your taxes, the more comfortable you’ll become with the process.

    Don’t forget to search for free tax resources around your community. You can find free tax clinics and even free tax return filing services, as a few examples.

Taxes may seem like a complex puzzle, but with these tips, you'll find yourself navigating the tax landscape with confidence. 


10. Create a digital asset inventory

Your digital life is filled with valuable assets—from social media accounts to online subscriptions, photos, and important documents.

Creating a digital asset inventory ensures your digital stuff is managed, and your loved ones can access what they need in case you're unable to. 

In 4 easy steps, you can create an efficient digital asset inventory: 

1. Start by listing all your digital accounts. This includes email, social media, online banking, subscription services, and any other platforms you use.  

  • Make a list of your digital subscriptions, such as streaming services, online storage, or software licenses. Include details about payment methods and renewal dates.  

  • Identify and organize important digital files. This could be documents stored in the cloud, on your computer, or on external drives. Categorize them and make a note of where they are stored. 

  • Note details about your devices—phones, laptops, tablets, etc. This includes serial numbers, device models, and any associated warranties. 

  • If you have digital assets with monetary value, such as cryptocurrency or online businesses, ensure these are included in your inventory.

    It’s important to detail this information and any access credentials needed. If you have money in crypto, for example, and you pass away, this money will become unrecoverable. 

2. For each account, note down the login information—username, password, and any additional security details. Store this information securely, like in a free password manager application.

Alternatively, you can keep this information on a physical document, but ensure that it’s kept in a safe place away from natural elements like floods or house fires.

You’ll want to make sure that your family members will be able to access this document WITHOUT your guidance when they need it (since you may not be there to help them).

3. Share your digital asset inventory plan with a trusted person, such as a family member or friend. Let them know where to find the information in case it's needed. 

4. Regularly update your digital asset inventory whenever you create new accounts, change passwords, or acquire new digital assets. 

By creating a digital asset inventory, you're taking control of your online presence and ensuring a smooth transition of digital responsibilities if the need arises.

Soon, you’ll be able to create and manage your digital inventory using our tools.

Keep track of account information, share the workspace with a trusted person, and update the inventory as you wish, all from one convenient location. 


Hungry for more advice? Stay tuned for additional guides on how to achieve your goals using our solutions and keep in mind that soon, groundbreaking tools will turn these principles into actionable steps.   

Software and Process Design - a group of expert problem-solvers crafting software solutions that redefine. Learn more about the work we’re doing at softwareandprocessdesign.com.


Jenna B + Stephanie C.

Digital Content Specialist/Quality Control Analyst

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