Use this worksheet to identify and organize your digital assets, specify how they should be accessed or handled, and note any instructions for your fiduciaries or loved ones.
1. IDENTIFY YOUR DIGITAL ASSETS
1.1 Online Accounts & Services
List any online accounts or services that you use regularly or that have significant value or importance.
| Account/Service | Purpose | Website/URL | Username/Email |
|---|---|---|---|
| e.g., Facebook | Social media | www.facebook.com | |
| e.g., PayPal | Payment transactions | www.paypal.com | |
1.2 Devices & Hardware
List devices on which digital assets may be stored (computers, tablets, smartphones, external hard drives, USB drives, etc.).
| Device | Model/Brand | Location | Password/Passcode (if any) |
|---|---|---|---|
| e.g., Laptop | Dell XPS | Home office desk | |
| e.g., iPhone | Apple iPhone 13 | On person/handbag | |
1.3 Cloud Storage & Backup
List any cloud-based or backup services you use for file storage (e.g., Google Drive, Dropbox, iCloud).
| Service | Website/URL | Username/Email | Notes (e.g., shared folders) |
|---|---|---|---|
| e.g., Dropbox | www.dropbox.com | [email protected] | Personal documents, shared with X |
1.4 Financial & Cryptocurrency Assets
List online banking apps, investment platforms, or digital currency wallets.
| Platform | Website/URL | Username/Email | Type (e.g., Checking, Crypto) |
|---|---|---|---|
| e.g., Coinbase | www.coinbase.com | [email protected] | Bitcoin, Ethereum |
| e.g., Online Brokerage | www.brokerage.com | [email protected] | Checking, Stocks |
1.5 Domains & Websites
List any domain names or websites that you own or manage.
| Domain/Website | Registrar/Host | Login Info | Renewal/Expiration Date |
|---|---|---|---|
| e.g., mywebsite.com | GoDaddy | [email protected] | 12/31/2025 |
1.6 Social Media Profiles
Detail all personal and professional social media accounts.
| Platform | URL | Username/Handle | Additional Instructions |
|---|---|---|---|
| e.g., LinkedIn | www.linkedin.com/in/yourname | @yourname | |
| e.g., Twitter | www.twitter.com/@yourhandle | @yourhandle | |
2. ACCESS & SECURITY INFORMATION
2.1 Password Manager
If you use a password manager, provide the information necessary to access it.
- Password Manager Name:
- Website/URL:
- Master Password or Key Location:
2.2 Two-Factor Authentication (2FA)
Many accounts use 2FA. Provide details on how to access the 2FA app or device.
- 2FA App or Device (e.g., Authy, Google Authenticator):
- Location of Backup Codes or Recovery Keys:
- Instructions for Access (e.g., phone passcode, security questions):
2.3 Encryption & Special Security Measures
List any files, folders, or devices protected by special encryption or additional security steps.
- Encrypted Files/Devices:
- Encryption Password/Key Location:
- Backup of Encryption Key (if any):
3. INSTRUCTIONS FOR EACH DIGITAL ASSET
3.1 Transfer or Closure
Specify how you want each account managed after your incapacity or death. For example:
- Transfer: Transfer ownership or control to a family member or trusted person.
- Closure: Permanently close or delete the account.
- Memorialize: Convert a social media account to a memorial page (if available).
| Account/Service | Action (Transfer, Close, etc.) | Person Responsible | Notes/Instructions |
|---|---|---|---|
| e.g., Facebook | Memorialize | John Doe (executor) | Use Facebook memorialization feature |
| e.g., PayPal | Transfer | Jane Smith | Transfer remaining funds to estate account |
3.2 Beneficiaries of Financial Digital Assets
For online investment, cryptocurrency, or banking platforms, list who should inherit or manage these assets.
| Platform | Beneficiary Name | Contact Info | Notes |
|---|---|---|---|
| e.g., Coinbase | John Doe (executor/trustee) | [email protected] | Transfer crypto to John’s wallet |
4. AUTHORIZATION & LEGAL DOCUMENTATION
4.1 Legal Authorizations
- Do you have a Digital Asset Clause or Authorization in your Will or Trust?
Yes No Unsure - If yes, briefly outline the scope of that authorization:
___________________
4.2 Appointment of Digital Executor
- Name the person who will specifically manage your digital assets if different from your primary executor.
- Name:
- Contact Info:
- Relationship:
4.3 Power of Attorney Provisions
- Have you granted authority to someone to handle digital assets in a Power of Attorney?
Yes No Unsure - If yes, provide details:
___________________
5. SPECIAL INSTRUCTIONS OR NOTES
Use this space to provide any additional instructions or important details about your digital assets. This may include personal messages, data you want archived, or specific requests to delete certain information.
_________________________________________________
6. CONFIRMATION & REVIEW
- Date Completed:
_____________ - Signature or Initials:
_____________ - Next Review Date:
_____________
REMINDERS:
- Security: Keep this worksheet in a secure location (e.g., a locked file cabinet, encrypted digital folder).
- Updates: Update your digital asset information regularly as accounts, passwords, and instructions can change.
- Communication: Inform your executor or digital agent where to find this document and how to access it.
- Legal Advice: Consult an estate planning attorney to ensure your digital assets are properly covered in your will, trust, or power of attorney.
This Digital Assets Worksheet is for planning purposes only. It does not constitute legal advice.