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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, bonds, 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

According to AARP, it can take six months for financial institutions, credit-reporting bureaus and the Social Security Administration to receive, share or register death records. When you consider that timeframe and that cybercrime is now more profitable than the global illegal drug trade, your digital estate is the perfect target for criminals. We need to protect and organize our digital lives in preparation of our digital death.

How at Risk...

Is Your Digital Estate?

Get your free personalized digital estate planning report in just a few minutes.

Start Your Free Assessment
How at risk is your digital estate? Get your free personalized digital estate planning report.

YOUR SECURITY IS OUR TOP PRIORITY

Your privacy, safety and security is our top priority and at the core of everything we do. Your data is encrypted and protected at every level. From typing on your computer, through the Internet and into our application and servers.


Learn more about how we secure your data.



Digital Estate Planning, Final Security is HIPAA Compliant
Digital Estate Planning, Final Security uses SSL to encrypt in transit
Digital Estate Planning, Final Security used two factor authentication
Digital Estate Planning, Final Security encrypts your data at every level

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