The Tech Wise Interactive Learning Hub
SESSION 6
Managing Your Digital Assets
About The Resource
Welcome to the Tech Wise Interactive Learning Hub, a hands-on extension of the Tech Wise six-part cybersafety series. This page offers practical H5P activities designed to help older adults strengthen their digital safety skills through real-world scenarios and guided practice.
Here, you’ll explore key topics covered in the Tech Wise program, such as recognizing scams, protecting personal information, using strong passwords, and browsing safely online. Each activity helps you apply what you’ve learned in a simple, interactive way using your own device.
Whether you’re new to technology or looking to build confidence online, this resource gives you a safe space to learn, test your knowledge, and become #UnHackable.
Activity Instructions
When you see the “On Your Device” icon in the presentation slide, scroll to the corresponding activity number to the presentation slide and complete the activity. Happy learning!
Estate Planning: What Banks Offer
Seeking support from your bank can make estate planning much easier, especially if you’re unsure where to start or have complex financial needs. Banks have trained advisors who can help you understand wills, trusts, executor duties, and powers of attorney, and they ensure everything follows legal and financial requirements. Using professional services can also reduce stress for your family and help protect your assets long-term.
See the institution-specific instructions below for details on the estate planning features each bank offers.
Filing Practices To Remember
Organizing your digital files helps you find important documents, photos, and passwords quickly when you need them. Clear folders and consistent naming reduce stress, prevent mistakes, and make it easier for loved ones or helpers to support you in the future. Good filing habits also protect your digital assets by keeping everything tidy, secure, and easy to manage over time.
Remember to:
Cloud Backup
The first step to backing up your files using a cloud service is choosing the correct option, depending on the device you use, how much storage you need, and how comfortable you are with the platform.
iCloud: Best for Apple users
- Works automatically with iPhone, iPad, and Mac.
- Easiest option if you already use Apple Photos, iMessage, or the Files app.
- Simple automatic backups when your device is plugged in and on Wi-Fi.
- Offers 5GB of free storage.
Choose this if your main device is an Apple device.
Google Drive: Best for Android & Other Devices
- Ideal for Android phones and tablets.
- Works on any device (Android, iPhone, Windows, Mac) through apps and a web browser.
- Great for backing up photos through Google Photos.
- Offers 15GB of free storage.
- Choose this if you use an Android phone or want easy access across many devices.
Dropbox: Best for organizing documents across multiple devices
- User-friendly for storing documents, PDFs, and folders.
- Works smoothly on Windows, Mac, iPhone, and Android.
- Great sharing features for families, caregivers, or professionals.
- Offers 2GB of free storage.
- Choose this if you want a simple folder system for files and sharing, regardless of device type.
To set up cloud backup, view the platform-specific instructions below.
Backing Up With External Hard Drives
Using an external hard drive is a simple and reliable way to keep a copy of your important files safe. By regularly copying photos, documents, and other data to the drive, you create a backup that’s protected from computer crashes or accidental deletions. External drives offer large storage space and don’t rely on internet access, making them ideal for quick, offline backups. Remember to safely eject the drive after each use to prevent data loss.
View the instructions below on how to safely use external hard drives.
App Review Checklist
Regularly reviewing your apps is a key part of protecting your digital assets; everything from your photos and files to your financial accounts and personal information. Apps often store data, connect to your cloud accounts, or access sensitive information without you realizing it. Unused or outdated apps can become weak points that put your digital assets at risk of loss, theft, or unauthorized access. By checking permissions, removing unnecessary apps, and updating security settings, you maintain control over your digital assets and keep them organized, secure, and protected long-term.
View the checklist below when reviewing your apps.
Apple Legacy Contacts
Apple
To set up a Legacy Contact for your Apple Account, you’ll need:
- An iPhone, iPad, or Mac updated to iOS 15.2, iPadOS 15.2, or macOS Monterey 12.1 (or later) and signed in with your Apple Account.
- Two-factor authentication enabled on your Apple Account.
- To meet the minimum age requirement of 13, depending on your region.
Your Legacy Contact can be anyone you choose. They can be any age and don’t need an Apple device or Apple Account. However, to request access to your account after you pass away, they must be at least 13 years old (age varies by country or region).
You can add one or multiple Legacy Contacts through the Apple Account settings on your iPhone, iPad, or Mac. Apple will send you an email notification whenever a Legacy Contact is added or removed from your account.
On your iPhone or iPad
- Open Settings and tap your name at the top.
- Select Sign-In & Security.
- Tap Legacy Contact.
- Tap Add Legacy Contact.
- Authenticate with Face ID, Touch ID, or your passcode if asked.
- Choose your Legacy Contact from your contacts list.
- Decide whether they can download your data.
- Share the access key through Messages, or save/print it to share manually.
On your Mac
- Open the Apple menu and choose System Settings.
- Click your name, then select Sign-In & Security.
- Click Legacy Contact.
- Choose Add Legacy Contact.
- Authenticate with Touch ID or your Mac password.
- Pick your Legacy Contact and share the access key via Messages or by printing/saving it.
Google Accounts Legacy Contact
- Sign in to your Google Account: Open a web browser and log in.
- Click your profile photo, choose Manage your Google Account, then go to Data & privacy.
- Find the Legacy Planning Tool: Scroll to More options and select Make a plan for your digital legacy or Inactive Account Manager.
- Begin Setup: Click Start and choose how long Google should wait before marking your account inactive (such as 3, 6, or 12 months). Google will try to contact you during this time.
- Add Trusted Contacts: Enter the people you want to designate. You can add up to 10 and choose exactly which data each person can access.
- Review and Confirm: Check your settings, adjust notifications, and finalize your plan.
What’s The harm?
Session 6 Wrap-Up & Checklist
In this session, you explored the importance of estate planning and protecting your digital assets. You learned what estate planning services banks offer and how to organize, secure, and back up your digital files effectively. You also discovered practical tools like password managers and legacy contacts to safeguard your online information for the future.
English 
French 
Chinese 
Spanish 
Ukrainian