Starting a playbook from a template gives you a title, a suggested urgency, and a set of suggestion chips for the items this kind of playbook usually needs. You can change any of it.

Step 1: Start from a template — the editor pre-fills a title and suggests the items you'll likely need.
Start from a template — the editor pre-fills a title and suggests the items you'll likely need.

Give the playbook a clear title and a short orientation note your beneficiary reads first. Then pick an urgency so they know how soon this matters.

Step 2: Set a clear title, an orientation note, and an urgency.
Set a clear title, an orientation note, and an urgency.

Write the instructions as a simple numbered list. Reference an item inline and it shows up in the beneficiary's "Items you'll need" section automatically.

Step 3: Write the instructions as a plain numbered list.
Write the instructions as a plain numbered list.

Need to add something that isn't in your vault yet? Click "+ new item" and create it right here. It's encrypted on your device and attached to the playbook in one step — no need to break your train of thought.

Step 4: Add a brand-new item inline with “+ new item” — encrypted on your device as you save it.
Add a brand-new item inline with “+ new item” — encrypted on your device as you save it.

The item is now attached. Save the playbook and it's ready to assign to a beneficiary, who will see your instructions and this item the moment your switch fires.

Step 5: The new item is attached and the playbook is ready to save.
The new item is attached and the playbook is ready to save.
Step 6: Saved. Your playbook is ready to assign to a beneficiary.
Saved. Your playbook is ready to assign to a beneficiary.

Ready to set up your own?

Everything in this guide takes a few minutes in Deadman Secrets. Your secrets are encrypted on your device and delivered only when your switch fires.

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