Website Succession Planning Software
   …keep your user names, passwords and online business access information organized, secure and offline. Just in case.




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Website owners who do everything

When you are vulnerable

Take control of the black box

Four things you must know

What do you have?

Protect your digital assets

Where are your digital assets?

How to access your digital assets

Be slow to delete - problems with accessing accounts

Trust one other person - take control over what happens

Who has access?

The secret power of information and being in control

    Trust One Other Person

Take Control Over What Happens

Here’s another thought to share with you that I read on the myBRC blog. myBRC is based in Australia and has a business owner audience. It’s edited by my friend Paul Hassing, the founder of This comment, from “Where there’s a will, there’s a way” makes it all pretty relative for doing this:

“I backed my stepdad into making a will by saying ‘You spend x amount insuring your car every year, but you won’t insure your wife and family?’

It worked, but now I’m executor, so maybe the joke will be on me.”

As long as we’re still talking about “risk management,” consider this, you need to trust another person to know where your information is kept. It’s that simple. If your computer requires a password to use it, make sure another person knows what the password is. If you use a web-based password manager, make sure another person knows the user name and password for this account.

Instead of letting the “potential” risk of not being in control of your online business information get to you, I’m going to teach you how to understand how all the pieces fit together so you can keep disasters from happening, and show you how to keep them working FOR YOU and keep them from fraying around the edges.

If there’s one thing that you’ll want to consider it is this, think and plan ahead… be kind to the person who will follow you… know that when they will need to deal with online service providers UNLESS THEY ARE ARMED WITH ACCESS INFORMATION to keep your online business functioning AND alive, it will be a hassle for them and next to impossible for them to gain access to the account information they will need.

MOST PEOPLE get squeamish when you bring up the topic of wills, estate plans, or living trusts. I know I did…

But I’m also stubborn and enjoy knowing I have a sense of control over my affairs and can make my own choices about what to do. I don’t want those decisions being made by a probate court, and even more pressing to me, I want my internet properties to keep the life I gave them. Which is why I began exploring the concept of succession to begin with.

Like you, I want to decide what happens with my internet presence. Its growth wasn’t an accident, it was deliberate and involved years of hard work to make it what it is today.

You’ve been a part of the greatest marketing revolution in our history. You’ve built an internet life and online presence, take control over what happens to it. That happens when you take the first step and gather all the key access information of what you have, and how to access it, in one safe and secure spot. Which I can show you how to do, and then entrust another person with directions of how to access this information.

Then take the second step and give this information to your attorney to attach to your will, estate plan, a living trust or as a part of a Website LLC. It’s liberating and empowering. Doing this will give you control, and freedom…

4. How INFORMATION Works For You… Control Requires Answering This Question: “Who Has Access?”

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If someone has to step into your shoes they’ll need this information:
  • You - the owner
    (Software also accommodates many owners)

  • Business information
    Include physical locations and required Tax Id numbers

  • Contacts
    Contact information for companies and individuals connected to your business.

  • Bank Accounts
    Banks you do business with, types of accounts with each bank, account information, how to access, and who has access to your bank accounts.

  • Email Accounts
    Email service providers and email accounts including user names and passwords. Emails connected to all your digital assets. Advise to be slow to delete email accounts.

  • Software Owned
    Software used to run your online business. Including versions, serial numbers, price, vendor and vendor contact information.

  • Computers and Other Devices
    Often overlooked are the passwords required to access your laptops and desktop computers. List the equipment you own, serial numbers and the access password required for entry and use.

  • Domain Names
    All domain names you own, registration costs and renewal / expiration dates. Have all domain names owned within one roster, regardless or registrar.

  • Domain Registrars
    Where a domain name is registered, the account information, user names and passwords, and how to access your account and who has access to this information. Ongoing costs associated with domain name, credit card used, email account associated with account.

  • Hosting
    Where your websites and blogs live. List direct hosting accounts and reseller hosting packages. Credit card used for payments and the email account associated with the hosting service. Access URL, user names, passwords and who has access.

  • FTP / HTTP
    How you access the back end of your websites and blogs to upload new content or change existing content. Includes server name, path, user names passwords and who has access to this information and authorized to do this work if not you.

  • Sub Domains and Blogs
    Each requires unique user names, passwords and access information.

  • Other Sites / Web 2.0
    For all the free service sites where you have content. Include all social media sites and other sites which require an email account associated with this service, user name and passwords in addition to how to access these sites, who is authorized to access these sites and also a note section for the purpose of each site. If you use an online password site, this is where to list it. If you use Facebook or Twitter, or any other service which allows multiple accounts within their program, this is where you list them.

  • Products
    The products you own and sell online. Include the type of product, cost and selling information, location of original work, date first appeared and product descriptions and notes.

  • Affiliate Program Income
    List the companies where you earn affiliate income. Including the account name, email account associated with their program, user name, passwords, estimated annual income, payment method and the bank account information which receives automatic deposits and who has access.

  • Joint Venture Partners
    Your Joint Venture Partners and contacts within each company.

  • Joint Venture Sales
    Joint Venture Partners who sell your products, how theyt’re paid for sales, and any service companies used for sales tracking and payment management services.

  • Service Companies Used
    Service companies used within your online business. Account information, access URLs, user names, passwords, emails associated with these services and the fees you pay to use these services.

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Website Succession Planning Software

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