Executor Pack: Essential Tools for Digital Estate Administration
By James Dyson | Published 26 November 2025
Tags: executor, digital estate, probate, estate administration, digital assets, bereavement, tools
Being named as an executor is a significant responsibility, especially in today's digital age where our lives are increasingly intertwined with online accounts, subscriptions, and digital assets. The SecureVault Executor Pack provides essential tools to help executors navigate this complex landscape with confidence.
What is the Executor Pack?
The Executor Pack is a comprehensive toolkit designed specifically for executors managing a digital estate. It provides structured guidance through three interconnected documents that work together to ensure nothing falls through the cracks.
The Three Essential Documents
1. Digital Asset Explorer
Think of this as your digital scavenger hunt guide. The Digital Asset Explorer helps you systematically identify and secure digital assets across five core categories:
- Financial - Bank accounts, investments, cryptocurrency, pensions
- Social - Email accounts, social media, professional networks
- Cloud - Storage services, backups, domain names
- Subscriptions - Streaming services, software licenses, utilities
- Devices - Password managers, hardware credentials, encryption keys
The interactive dashboard tracks your progress as you discover and secure each asset, giving you a clear picture of the estate's digital footprint.
2. Quick Start Guide
Your first job is preservation, not access. The Quick Start Guide provides a structured 3-phase action plan:
- Phase 1: Containment (First 48 Hours) - Secure physical assets and devices, document what you find
- Phase 2: Authority Establishment - Understand your legal powers, obtain Grant of Probate
- Phase 3: Administration - Work through platforms' bereavement processes methodically
The guide includes practical advice on what you can and cannot do before probate, plus contact information for major platforms' bereavement teams.
3. Legal Contact Hub
Probate involves coordinating with multiple stakeholders. The Legal Contact Hub helps you map and track the 14 key contacts you'll need:
- The Will - Will location, solicitor, fellow executors
- Legal & Finance - Accountants, financial advisors, insurance brokers
- Physical Documents - Safe deposit boxes, identity documents, property deeds
- SecureVault Info - Digital key access, trusted contact details
The interactive rolodex keeps everything organised in one place, with priority tracking to ensure critical contacts are reached first.
Important Reminders
⚠️ Your authority begins when the Grant of Probate is issued. Until then, focus on securing and documenting assets rather than accessing accounts.
🛡️ Do not log into accounts using found passwords. Contact each platform's bereavement team with proper documentation to avoid potential legal issues.
💼 Consider professional help for complex estates. These tools complement, but don't replace, professional legal and financial advice.
Getting Started
The Executor Pack tools are available to all SecureVault.life members. We recommend starting with the main Executor Pack overview to understand how all three documents work together.
If you're not yet a member but are facing an immediate estate administration need, the tools use sample data to demonstrate the workflows. This allows you to understand the process before committing to the platform.
Being an executor is challenging, but you don't have to navigate it alone. The Executor Pack brings structure and clarity to a difficult process, helping you fulfill your responsibilities with confidence.