HOW TO: Use Gmail For Digital Executor Instructions and Access

January 22, 2010 · Posted in Digital Executor · 3 Comments 

DIGITAL WISHES AND ACCESS

In another post, I talked about assigning a digital executor to manage your online accounts and digital content after you pass. Often the next question is, how will your digital executor know your wishes? And how will they gain access to your accounts?

I gave you some ideas in the article in The New York Times on The Digital Afterlife that involved keeping track of all your accounts and placing the information in an encrypted file, sealed envelope or safety deposit box. These options are the most viable for people who don’t have a very large digital footprint, who don’t change or add account information often, or who have basic needs. For people who are very active online, documenting accounts and passwords on paper may become unruly to manage and become out of date easily. To address this, some online paid services offer the ability to notify designated people of your passing, forward your final instructions or messages and safeguard your logins and passwords.

But, I’ve come up with an easy and free way to handle all of your instructions, logins and passwords while keeping the information safe and secure: Gmail.

SET-UP

gmail_logoSTEP 1: Create a Gmail executor account to house all of the account information and specific instructions for your digital executor.

STEP 2: Take an inventory of all of the digital assets you would like managed in some way after your passing. For instance, blogs, web sites, photo sharing sites, social networks, affiliate accounts, etc. Include on the list all of the email addresses you have registered and use on a regular basis along with their passwords. Don’t forget passwords to computers and the names or locations of important files on your hard drive.

STEP 3: For each asset, send an email to the Gmail executor account with the name of the asset in the subject line. In your email, include a link to the service, user name, and password. Also include the email address that the online service is registered to and its password (your executor may need access your email account to receive confirmation and notification emails, or to reset any online service passwords.) Finally, in the email, include the instructions to your executor of what you would like to happen with each asset after your passing.

STEP 4: If you want to leave any final messages, letters, videos or photos to be distributed or posted after your passing, you can email them with instructions to the executor account as well.

STEP 5: With your lawyer, update your will to designate your digital executor(s), include the Gmail email address and password, instructions to the executor on how to proceed and any special considerations that are unlikely to change over time. Remember, it’s best not to change the password to the Gmail executor account as it will mean making a change to your will.

STEP 6: Now, as you go about your day-to-day life, when your digital footprint changes – when you add an account, change a password, or you want to alter your intentions – simply update the information by sending an email to the Gmail account with the name of the asset in the subject line. Easy! As you are likely already at your computer or on your web-enabled mobile at the time you make a change to your online assets, sending a quick email to the Gmail executor account is a convenient way to manage your assets. Just remember, for security reasons, delete the email from your Sent folder.

STEP 7: If you plan on leaving a final letter or a prepared message for your executor to distribute to friends, family or social networks, use the Contacts listing to make their job easier. Include the names, email addresses, phone numbers and primary social network user name, if appropriate, of the closest people in your circles. Having this information at the ready will help your digital executor to follow through on your final wishes.

MAINTENANCE

The process of creating a Gmail executor account will create a record of digital accounts and last wishes, in chronological order, making it easy to find your latest password or instructions.

You may also choose to create labels for the emails to categorize them as work, household, legacy etc. Create filters to automatically label emails, auto-archive messages or even forward them to another email address.

If you have more than one digital executor, you can set up filters and labels for each of them to find their instructions more easily. Or, you may choose to create a separate Gmail account for each executor according to their role. Just be sure that you send the appropriate information to the right Gmail address and include both in your will.

You should periodically maintain your executor email account to delete out of date information, review your final intentions, update the information in the Contacts list and double-check that everything you want to be included is there.

Ensure that the reset email for the Gmail executor account is up to date at all times. This is the alternative email address that Gmail uses should the account need a password reset. Normally this would be your primary email address. Consider leaving this email address and password in your will or with your lawyer for backup.

FOR EMERGENCIES

This email system can also help you in case of emergency or calamity, like a fire or flood. Scan important documents like passports, birth certificates, credit cards, insurance policies, deeds, wills, prescription and medical information and save them as pdfs. Next, email them to your executor account and label the messages as “emergency”. Now, if you ever lose your documents, you’ll have a digital copy that you can reference once you have an Internet connection.

Furthermore, if you’ve managed to access the account in the aftermath of an emergency, you’ll have phone numbers and email addresses of your close personal network via the Contacts list to be able to send word of your location and condition.

STABILITY AND SECURITY

Some people have asked me about the long term stability and security of using Gmail to store their sensitive information vs. using another online service. Firstly, I think that it is highly unlikely that Google or Gmail will shut down any time soon. Stacked against the newness of some of the online ventures designed to keep my information, my confidence is with Google for longevity.

As for data security, there is always a risk, no matter how small. If we’re talking about a random hack attack on Gmail vs. a random attack on a service specifically oriented to hold digital legacy information, the odds say that, just by pure numbers, the Gmail account would be less likely to be hit. However, some people are distrustful of Google’s massive size, web-based location and remain unsatisfied by their informal “don’t be evil” motto.

Just as important paper files can be lost, stolen or destroyed, so can email and digital accounts be deleted, hacked or have their passwords misplaced. There is no perfect solution. Ultimately, it is up to each person to create a system  that works for their own personal style and beliefs.

What do you think, does the Gmail approach seem like a viable solution to you? What would you change? What are your concerns?

What is a Digital Executor?

January 8, 2010 · Posted in Digital Executor · 4 Comments 

DIGITAL CARETAKER

I see the role of a digital executor as someone who becomes the caretaker of your digital life. According to your instructions, or your digital will, the designated person would perform account management for you. There are many functions you may want them to perform. For example, you may want them to:

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  • close certain social network accounts
  • upload a prepared final blog post
  • change your avatars
  • ensure your heirs get your affiliate income
  • archive your photos, videos, blog posts and other content
  • notify your online friends that you’ve passed
  • ensure that your web hosting is paid
  • delete files from your computer

There’s a myriad of digital information that may need attention, both online and on your computer’s hard drive. So take some time to think about what is important to you and what you’d like preserved and archived for your work, your friends and your family.

CHOOSING A DIGITAL EXECUTOR

You may have one person that you trust to enact your wishes and take over management of all your digital affairs. However, perhaps it makes more sense to choose several people to perform different functions. If you have a small business, your web site, blog, affiliate accounts and Google AdSense account may best be managed by someone in your company who can see out your wishes. For Facebook, Twitter, Flickr and email accounts that are mainly for personal use, you may want to designate a family member or close friend. If you want certain files on your computer to be saved, forwarded, or in some cases deleted, you will need someone who is local to where you live or work and would be able gain physical access to it.

Whomever you choose, they should have the knowledge and ability to do what you ask of them in your final instructions. It would be best to choose a person who’s already familiar with the online world and has a modicum of  technical savvy. Be conscious that some people who are very close to you may not have the emotional capacity shortly after your death to cope with notifying and fielding questions from your social networks or dealing with your personal email.

What would functions would you want a digital executor to perform? What kind of person would you choose for that role? Would you have more than one? Let me know in the comments.