Use this as the handoff worksheet
Fill this out with the trusted person. The goal is clarity: what they hold, what they should refuse, what they may approve, and what happens in an emergency.
People
Person being helped
Trusted person
Backup trusted person
Emergency-only contact
Rules
What the trusted person should refuse
What the trusted person may approve
Maintenance window
Emergency definition
How to transfer control if the trusted person becomes unavailable
Devices covered
| Device | Daily account | Admin/owner account | Controls enabled | Who holds recovery? |
|---|---|---|---|---|
Accounts and recovery
| Item | Account/login | Recovery email/phone | 2FA/backup codes | Stored where? |
|---|---|---|---|---|
| Apple / Screen Time | ||||
| Google / Family Link | ||||
| Microsoft / Family Safety | ||||
| Router / mesh / ISP | ||||
| DNS provider / Pi-hole / AdGuard | ||||
| Password manager | ||||
| Third-party blocker |
Handoff checklist
Refusal script for the trusted person
I am not going to give you that right now: not the password, the passcode, the recovery key, the router login or an admin approval. We agreed that changes only happen in the maintenance window or for a real emergency, and I am sticking to it. Put the device down for ten minutes and message me after that. I am not annoyed with you.