Two-Factor Authentication Devices
Many accounts require a second factor (2FA) beyond the password — usually a code from a phone app or a physical key. Here's how to handle that.
Authenticator App
| App Used | [e.g., Google Authenticator, Authy, Microsoft Authenticator] |
| On Which Device | [e.g., Steve's iPhone, also on iPad] |
| Backup Method | [Does the app sync to cloud? Is there a backup device?] |
Physical Security Keys
| Key Type | Location | Accounts It's Used For |
|---|---|---|
| [e.g., YubiKey] | [e.g., On keychain, in safe] | [e.g., Google, GitHub, Bitwarden] |
| [Backup key] | [Location] | [Same accounts] |
SMS / Phone-Based 2FA
[Which accounts use text message codes? These will go to Steve's phone — you'll need access to that phone number. See "Phone & Cell Plan" for how to transfer or access the number.]
How to Access Steve's Phone
| Phone Model | [Model] |
| PIN / Passcode | [Where to find it — e.g., password manager, written in safe] |
| Biometric | [Face ID / fingerprint — won't work for others, use PIN] |
If You Can't Get 2FA Codes
Most services have a recovery process. Look for "Recovery Codes" on the next page, or contact the service's support with a death certificate — most major services (Google, Apple, Microsoft, etc.) have a deceased user process.
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