Trust Blocks Guides & Tutorials
Step-by-step instructions to help you get the most out of Trust Blocks.
How to Set Up Your Trust Blocks Account in Minutes
Set up your Trust Blocks account in minutes with our 7-step guide covering phone verification, profile, subscription, security PIN, and Transfer Contact.
Adding and Managing Transfer Contacts in Trust Blocks
Learn how to add, edit, and manage Transfer Contacts in the Trust Blocks app so a trusted person can request your account and its contents after you pass.
How to Use Trust Blocks for Easy Account Transfers
Learn how to use Trust Blocks for account transfers: organize your digital accounts, set a Transfer Contact, and help loved ones complete the handoff securely.
How to Start Your First Digital Life Plan in Trust Blocks
Start your digital life plan step by step in Trust Blocks. Organize your accounts, passwords, and devices, then name a Transfer Contact to pass them on.
How to Create a Secure Emergency Access Plan
Create a secure emergency access plan that lets a trusted Transfer Contact help in a crisis using only the access they need, while private accounts stay safe.
How to Inventory Your Online Accounts in One Afternoon
Learn how to inventory online accounts in one afternoon using your email, browser, statements, and app stores to build a clear, findable digital account list.
How to Set Up Legacy Contacts on Major Platforms
Learn how to set up legacy contacts on Apple, Google, Facebook, and your password manager, plus what these platform settings miss and how to cover the gaps.
How to Build a Digital Binder for Your Family
Build a secure family digital binder step by step. Organize your key accounts, documents, devices, and instructions, and name a Transfer Contact to step in.
Recent Articles
Stay informed with the latest insights, tips, and updates from our blog
Questions to Ask Your Attorney About Digital Assets
Plain-English questions to ask your attorney about digital assets, online accounts, cloud storage, crypto, and social media so your family can actually get in.
How to Protect Your Email Account From Being Taken Over
Learn how to protect your email account from takeover with strong passwords, two-factor authentication, and smart recovery settings in this plain-English guide.
How to Create a Secure Emergency Access Plan
Create a secure emergency access plan that lets a trusted Transfer Contact help in a crisis using only the access they need, while private accounts stay safe.
How to Inventory Your Online Accounts in One Afternoon
Learn how to inventory online accounts in one afternoon using your email, browser, statements, and app stores to build a clear, findable digital account list.
Conversation Starters for Advisors Discussing Digital Legacy
Use these digital legacy conversation starters to help clients plan passwords, online accounts, family access, documents, and incapacity with confidence.
What Advisors Should Know About Digital Assets in 2026
Help clients close the digital assets in 2026 gap. Learn why online account access is the real asset and how a Transfer Contact protects their family.
How Password Managers Are Becoming Part of Family Planning
See how password managers fit into family planning, from family plans and shared vaults to emergency access, master passwords, and naming a Transfer Contact.
How Trust Blocks Is Making Digital Estate Planning Easier
See how Trust Blocks simplifies digital estate planning, helping families organize accounts, devices, and a trusted Transfer Contact in one secure place.
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