Digital Account Handover Preparation Guide
Practical Guide📖 9 min

Digital Account Handover Preparation Guide

✍Dead Man's Switch Editorial Team
📅
#Digital Accounts#Handover#Social Media#Cloud Services

Importance of Digital Account Handovers

The average person today has 80-100+ online accounts. These accounts contain precious memories, important data, recurring subscription services, and various other information.

Problems That Occur in Emergencies:

❌ Family unaware of account existence
❌ Login information unknown
❌ Monthly charges continue uncanceled
❌ Precious photos and videos lost
❌ Important emails and documents inaccessible

This article explains how to prepare for smooth digital account handovers.

Step 1: Account Inventory

Major Categories

1. Social Media & Communication

✅ Facebook
✅ Instagram
✅ X (formerly Twitter)
✅ LINE
✅ TikTok
✅ LinkedIn

2. Email & Cloud Storage

✅ Gmail
✅ Outlook
✅ Yahoo! Mail
✅ iCloud
✅ Google Drive
✅ Dropbox
✅ OneDrive

3. Subscriptions

✅ Netflix
✅ Spotify
✅ Amazon Prime
✅ Apple Music
✅ YouTube Premium
✅ Adobe Creative Cloud

4. Payment & Financial

✅ PayPay
✅ Rakuten Pay
✅ Suica (Mobile)
✅ Mercari
✅ Amazon
✅ Rakuten Marketplace

5. Work-Related

✅ Slack
✅ Microsoft Teams
✅ Zoom
✅ Trello
✅ Notion
✅ GitHub

Creating Inventory Sheet

Items to Record:

□ Service name
□ Account name/email address
□ Login method
□ 2FA enabled or not
□ Monthly fee
□ Priority level (A/B/C)
□ Emergency action (continue/delete/transfer)
□ Notes

Example Entry:

[Service Name] Facebook
[Account] user@example.com
[Login] Saved in password management tool
[2FA] ON (Google Authenticator)
[Fee] Free
[Priority] A (has photos and messages)
[Action] Convert to memorial account
[Notes] Hanako Yamada set as legacy contact

Step 2: Service-Specific Handover Methods

Social Media Accounts

Facebook

Preparation During Lifetime:

1. Set up legacy contact
   Settings > Memorialization Settings

2. Legacy contact permissions:
   · Change profile picture
   · Pin tribute post
   · Approve friend requests
   · Delete account (depending on settings)

3. Or choose "Delete Account"

Sharing Information via Dead Man's Switch:

Subject: About Facebook Account

Body:
■ Account Information
· URL: https://facebook.com/yourname
· Setting: Hanako set as legacy contact

■ Response Method
Legacy contact (Hanako) performs:
1. Log into Facebook
2. Search for my profile
3. "Request Memorialization"
4. Submit death certificate (if required)
5. Converted to memorial account

■ Data to Download
Settings > Your Facebook Information > Download Information
→ Archive photos, posts, messages

Instagram

Preparation During Lifetime:

If linked to Facebook account:
· Follow Facebook memorial settings

If not linked:
· Share contact method with family
· Can request deletion with death certificate

Sharing Information via Dead Man's Switch:

■ Instagram Account
· Username: @username
· Login info: Refer to password management tool

■ Desired Action
Option 1: Delete account
Option 2: Convert to memorial account
Option 3: Download photos then delete

■ Download Method
Settings > Security > Download Data
→ Save all photos and videos

X (formerly Twitter)

Preparation During Lifetime:

· No official memorial account feature
· Family can request deletion

Sharing Information via Dead Man's Switch:

■ X Account
· Username: @username
· Login info: [password management tool]

■ Desired Action
· Prefer account deletion
· Or leave as is

■ Deletion Method (For Family)
1. Contact X Help Center
2. Submit death certificate
3. Request account deletion

LINE

Preparation During Lifetime:

· Backup chat history
· Screenshot important chats
· Transfer group administrator rights

Sharing Information via Dead Man's Switch:

■ LINE Account
· Phone number: 090-XXXX-XXXX
· Email address: user@example.com

■ Chat History Backup
· iCloud (iPhone) or Google Drive (Android)
· Last backup: XX/XX/2024

■ Important Chats
· Family group "XX Family"
· Memorable conversations with friend "Taro Yamada"

■ Desired Action
1. Restore chat history from backup
2. Screenshot important conversations
3. Delete account

Cloud Storage

Google Drive

Preparation During Lifetime:

1. Set up Inactive Account Manager
   Google Account > Data & Privacy
   > Inactive Account Manager

2. Settings:
   · Inactivity period: 3-18 months
   · Notification recipient: Family email address
   · Choose to share or delete data

Sharing Information via Dead Man's Switch:

■ Google Account
· Email address: user@gmail.com
· Login info: Refer to password management tool
· 2FA: Google Authenticator

■ Important Data Locations
1. Google Drive
   /Important_Documents/Insurance_Policy.pdf
   /Family_Photos/2020-2024/
   /Password_List/accounts.xlsx

2. Google Photos
   About 5,000 photos
   Album "Family Trips" is important

3. Gmail
   Important emails:
   · Bank emails
   · Securities company emails
   · Insurance company emails

■ Download Method
Use Google Takeout
https://takeout.google.com
→ Can download all data

iCloud

Preparation During Lifetime:

· Set up Digital Legacy program (iOS 15.2+)
· Designate Legacy Contact

Sharing Information via Dead Man's Switch:

■ iCloud Account
· Apple ID: user@icloud.com
· Password: Refer to password management tool

■ Digital Legacy Program
· Legacy Contact: Hanako Yamada
· Access Key: [stored in safe envelope]

■ Important Data
· iCloud Photo Library: 3,000 photos
· iCloud Drive: Important documents
· Notes: Password list
· Contacts: All contact information

Subscription Services

Common Response Policy:

1. Should be canceled immediately
   → Personal services

2. Family should consider continuing
   → Services usable by family

3. Clearly state cancellation method
   → Include specific steps

Sharing Information Template via Dead Man's Switch:

■ Subscription List

[Cancel Immediately]
1. Netflix (1,490 yen/month)
   Cancellation method:
   Login > Account > Cancel Membership
   Login info: Refer to password management tool

2. Adobe Creative Cloud (77,760 yen/year)
   Cancellation method:
   Go to https://account.adobe.com
   Plans > Cancel Plan
   Note: Canceling annual plan mid-term incurs penalty

[Consider with Family]
3. Amazon Prime (5,900 yen/year)
   Can continue (family account)
   To cancel:
   Account Services > Prime Membership

4. iCloud (130 yen/month)
   Contains photo data, recommend continuing
   Family can share storage

[Automatically Stopped]
5. Will auto-stop when credit card becomes invalid
   · Spotify
   · YouTube Premium

Step 3: Creating Handover Documentation

Document Structure

Basic Structure:

1. Overall summary
2. Accounts requiring urgent action
3. Service-specific detailed information
4. FAQ (for family)

Overall Summary (Example):

■ Digital Account Handover Guide

This document compiles information about
all online services I use.

[Priority Levels]
Highest Priority (immediate action):
· Cancel paid subscriptions
· Bank/securities online accounts

High Priority (within 1 month):
· Download cloud storage data
· Check email accounts

Medium Priority (within 3 months):
· Process social media accounts
· Online shopping accounts

[Password Information]
All passwords stored in:
· Password management tool: 1Password
· Master password: [envelope in safe]
· 2FA backup codes: [separate envelope in safe]

FAQ for Family

Common Questions and Answers:

Q1. Don't know the password
A1. Use password management tool (1Password)
    Master password noted in safe envelope

Q2. Two-factor authentication code appears
A2. Need Google Authenticator app
    Located on smartphone
    Or use backup codes (in safe)

Q3. Don't know email address
A3. Most services use:
    user@gmail.com

Q4. Which services to prioritize
A4. Prioritize services with "monthly fees"
    Then those with "important data"

Q5. If something is unclear
A5. Check Dead Man's Switch message
    Or support (support@entrust-this.com)

Step 4: Information Sharing via Dead Man's Switch

Effective Message Structure

Recommended Structure:

[Message Structure]

1. Opening greeting and guide purpose

2. Urgent action list
   · Services to cancel immediately
   · Services with monthly fees

3. Password information location
   · Password management tool information
   · Master password storage location

4. Service-specific details
   · Social media
   · Cloud storage
   · Subscriptions

5. Important data locations
   · Photos
   · Documents
   · Other

6. Contact for help

Premium Plan Usage

Dividing Multiple Recipients:

Recipient 1: Spouse (Overall Coordinator)
· All account information
· Password management tool information
· Priorities and action methods

Recipient 2: Eldest Son (Technical Support)
· Google account
· iCloud
· Cloud storage
· Technical support request

Recipient 3: Daughter (Administrative Support)
· Subscription cancellations
· Payment stops
· Contact various services

Recipient 4: Friend (Social Media)
· Facebook
· Instagram
· X
· Online communities

Recipient 5: Company Colleague (Work-Related)
· Slack
· GitHub
· Work cloud storage

Step 5: Regular Review

Review Timing

Recommended Frequency:

Once per year: Overall review
· Add new services
· Remove unnecessary services
· Verify passwords
· Explain to family

When changes occur: Immediate update
· New account creation
· Service cancellation
· Password changes
· Payment method changes

Review Checklist

□ Any newly registered services?
□ Remove canceled services from list
□ Are passwords current?
□ Any changes to 2FA settings?
□ Any changes to monthly fees?
□ Sufficient explanation to family?
□ Update Dead Man's Switch message
□ Verify with test send (Premium Plan)

Summary: Reliable Digital Account Handovers

Preparing digital account handovers is an act of consideration for your family.

5 Steps to Start Today:

Step 1: Account Inventory (1 hour)
· List smartphone apps
· Check computer bookmarks
· Review email history

Step 2: Introduce Password Manager (30 minutes)
· Register with 1Password or Bitwarden
· Save main passwords

Step 3: Register with Dead Man's Switch (15 minutes)
· Create account
· Create basic message

Step 4: Write Detailed Information (2 hours)
· Compile service-specific information
· Clearly state action methods

Step 5: Regular Review (once yearly, 30 minutes)
· Update information
· Add new services

Digital era end-of-life planning can start today.


Related Articles:

  • What is Digital End-of-Life Planning? Getting Started Guide
  • How to Organize Digital Assets
  • Password Management and Safe Emergency Sharing Methods

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