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Digital Estate Planning Checklist

Digital Estate, Digital Estate Planning, Digital Estate Planning Checklist, Estate Planning, End-of-Life Services, Digital Death

Your Free Digital Estate Planning Checklist

When planning your digital estate, there are many different types of assets and other variables to consider. The checklist below is a good starting point for you to begin to think about what types of information you should add to your info vault.

  •   Email accounts
    •   Usernames, passwords and service names
  •   Social media accounts
    •   Usernames, passwords and service names
  •   Important documents
    •   Will, Trust, Guardian designations and wishes, Mortgage/home/land documents, Business information, Life insurance, Possessions of value, Directives, Real estate Information, Cars, Boats documents/information
  •   Photos
    •   Family photos, Business assets, Family addresses
  •   Music
  •   Spreadsheets
    •   Financial, Home budgeting
  •   Medical files
    •   Directives, Medical history, Genetic testing
  •   Cryptocurrency files
    •   Type
      •   Exchange
        •   Usernames and passwords
        •   Encryption keys
      •   Local
        •   Encryption keys
        •   Passwords
  •   Subscriptions
    •   Video
      •   Netflix, Hulu, Disney+
    •   Music
      •   Apple Music, Spotify, Pandora, iHeartRadio
    •   Services
      •   Amazon Prime, YouTube, Food delivery, Clothing services
  •   Financial
    •   Banking, Credit cards
      •   General account information
        •   Checking, savings
        •   Usernames, passwords and service names
      •   Investments
        •   Stocks, bond, real estate
      •   Documents
        •   Retirement, Life insurance, Health savings
    •   Digital projects
      •   Blogs
      •   Domain names
      •   Digital front information
      •   App login information
      •   Source files for code projects
    •   Family Recipes

Digital Estate Risk Assessment Calculator

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How at risk is your digital estate? Get your free personalized digital estate planning report.

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