Small Business Continuity Planning

Business Digital Estate Management

Document the digital systems, vendors, recovery paths, and ownership details your business depends on before a health event, sudden absence, disability, death, retirement, sale, or transition.

The Business May Be Healthy, But the Access Plan May Not Be

Small businesses often run through a web of personal devices, owner-controlled accounts, vendor portals, and MFA prompts. If the owner cannot respond, operations can stall fast.

Owner Absence

Health events, travel emergencies, disability, or death can leave staff and family unable to access admin portals, billing, phones, and recovery emails.

Transition Readiness

Retirement, sale, succession, or a partner handoff requires clear ownership notes for domains, email, cloud platforms, vendor contracts, and recurring charges.

Advisor Confidence

Attorneys, accountants, MSPs, security partners, and funeral homes can point clients to an IT-led process that closes a practical estate-planning gap.

What Needs to Be Documented Before Someone Has to Step In

DigitalLegacyIT does not publish passwords in a brochure or replace legal counsel. We help organize the technical access map, ownership notes, and continuity instructions trusted people will need.

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Domain registration, DNS, and renewal billing
Website hosting, CMS, and admin access
Microsoft 365 or Google Workspace administration
Cloud drives, shared folders, and backup locations
Vendor portals, software subscriptions, and contracts
Payment processors, invoices, bookkeeping, and payroll
MFA devices, recovery emails, backup codes, and trusted contacts
Key contacts, successor notes, and preserve / transfer / close guidance

Business Digital Estate Flyers

Use these DruryIT-backed business checklists with owners, partners, managers, attorneys, accountants, funeral homes, MSPs, and security partners.

Business owner absence checklist flyer

Owner Absence Checklist

What must be accessible if a business owner has a health event, sudden absence, disability, or death.

Download PDF
Business transition checklist flyer

Business Transition Checklist

What to document before retirement, sale, succession, or handing operations to someone else.

Download PDF
Professional partner checklist flyer

Professional Partner Checklist

A referral guide for estate attorneys, accountants, funeral homes, MSPs, and security partners.

Download PDF

Clear Calls to Action for Owners and Professional Partners

A Practical Path From Unknown Risk to Usable Instructions

The goal is not a password spreadsheet. DruryIT helps build a secure, current, plain-English map for the right people.

1

Audit

Inventory systems, owners, vendors, billing, recovery paths, and business-critical accounts.

2

Map

Identify single-person dependencies, missing recovery options, unknown renewals, and transition friction.

3

Document

Create successor-ready notes for preserve, transfer, delegate, or close decisions.

4

Maintain

Keep the vault current as vendors, staff, devices, domains, and business priorities change.

Make the Business Transferable Before It Has to Be

Whether the next step is continuity planning, retirement, succession, or a future sale, the digital estate should be understandable to someone besides the owner.

View Business Pricing Talk With James