Beyond the Estate Plan: Organizing Your Digital Estate

January 29, 2026

Missed the live session? Watch the replay anytime.

Discover a calmer, more organized way to manage the digital information your family depends on.

You’ll learn how to apply Judith Guertin’s CALM™ Method to collect, organize, and maintain important documents, accounts, and contacts — without needing to be perfect. We’ll also show how Trustworthy helps keep everything secure, shareable, and up to date so your family is prepared for whatever life brings.

Resources for Download

Document Collection Checklist

Begin your search with these common locations

Document Collection Checklist

Begin your search with these common locations

Document Collection Checklist

Begin your search with these common locations

Document Collection Checklist

Begin your search with these common locations

Vital Information Audit Form

Make note of what you have and what you still need to document

Vital Information Audit Form

Make note of what you have and what you still need to document

Vital Information Audit Form

Make note of what you have and what you still need to document

Vital Information Audit Form

Make note of what you have and what you still need to document

Beyond the Estate Plan File Index

Crate an easy-to-search list for family and trusted advisors

Beyond the Estate Plan File Index

Crate an easy-to-search list for family and trusted advisors

Beyond the Estate Plan File Index

Crate an easy-to-search list for family and trusted advisors

Beyond the Estate Plan File Index

Crate an easy-to-search list for family and trusted advisors

More Videos

More Videos

Try Trustworthy today.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

No credit card required.