✓ Estate Organization Checklist

Digital Accounts & Assets

Create a roadmap to your digital life

Use this printable roadmap to identify what applies, note where records are kept, and flag items needing follow-up. Avoid writing passwords, PINs, full account numbers, or other sensitive access information here.

Important: For educational and organizational purposes only. This checklist is not legal, cybersecurity, financial, or technical advice.

1. Email Accounts

Identify

For each account, note

Provider
General purpose of the account
Whether it is still actively used
Whether important financial or personal records are stored there
Where authorized access or recovery instructions are securely stored

2. Mobile Phones and Tablets

For each device, identify

Type of device
Mobile carrier, if applicable
Whether the device is personally or employer-owned
Whether important information is stored locally
Whether information is backed up
Where appropriate, device-access instructions are securely stored

3. Computers and Other Devices

For each, note

General purpose
Where it is located
Whether important files are stored on it
Whether it is backed up
Whether it is encrypted or otherwise protected
Where authorized access information is securely maintained

4. Cloud Storage and Online Files

For each service, note

What is stored there?
Is it backed up elsewhere?
Does another appropriate person know the service exists?
Are there important estate, tax, financial, or family records stored there?
Is there a plan for appropriate access if necessary?

5. Digital Photographs and Videos

Ask yourself

Are my photos backed up?
Does someone else know where they are stored?
Are important family photographs organized?
Would my family be able to preserve them if something happened to me?

6. Social Media Accounts

For each account, consider

Is the account still active?
Does it contain important photographs or content?
Does the platform offer a legacy, memorialization, or account-management feature?
Have I expressed what I want done with the account?

Possible wishes may include

7. Online Financial Accounts

Make sure your financial inventory identifies

Institution or service
General type of account
Where detailed financial records are located
Where secure access information is maintained

8. Cryptocurrency and Blockchain-Based Assets

If applicable, identify digital assets such as

For each, identify

General type of asset
Exchange, wallet, or storage method
Whether anyone else knows the asset exists
Where appropriate instructions are securely stored

9. Shopping and Retail Accounts

10. Subscription and Entertainment Accounts

For each, note

11. Websites, Domains and Online Businesses

If you maintain an online presence beyond ordinary personal accounts, identify

For each, note

Purpose
Whether it has financial value
Whether it generates income
Where the domain is registered
Where the website is hosted
Whether another person knows how it is managed
Where secure access instructions are stored

12. Online Income and Creator Accounts

For each, note

13. Loyalty Points, Rewards and Digital Credits

Consider

14. Digital Books, Music, Movies and Games

15. Important Online Records

16. Password Manager

If you use a password manager

I have identified which password manager I use.
My important accounts are included.
I understand its emergency-access or recovery options, if available.
I have a plan for appropriate access if I become incapacitated or die.
An appropriate trusted person knows that the password manager exists.

17. Multi-Factor Authentication and Recovery

Important accounts may also depend on

18. Legacy Contacts and Account-Management Tools

For important services, check whether the provider offers

Digital Life Organization Check

The “If My Phone Disappeared Tomorrow” Test

Could I access my primary email and essential accounts without my phone?
Are recovery methods, backup codes, and trusted-device information stored securely?
Would an authorized person know where to find my digital access plan?

The “Would Anyone Know It Exists?” Test

Identify digital accounts, files, subscriptions, domains, and assets that do not generate paper records.
Note which accounts contain important records, financial value, creative work, or sentimental material.
Confirm that an appropriate trusted person knows the inventory exists and where it is stored.

Notes and follow-up

Item or next stepPerson or date

Digital Accounts & Assets

1. Email Accounts

Identify

For each account, note

2. Mobile Phones and Tablets

For each device, identify

3. Computers and Other Devices

For each, note

4. Cloud Storage and Online Files

For each service, note

5. Digital Photographs and Videos

Ask yourself

6. Social Media Accounts

For each account, consider

Possible wishes may include

7. Online Financial Accounts

Make sure your financial inventory identifies

8. Cryptocurrency and Blockchain-Based Assets

If applicable, identify digital assets such as

For each, identify

9. Shopping and Retail Accounts

10. Subscription and Entertainment Accounts

For each, note

11. Websites, Domains and Online Businesses

If you maintain an online presence beyond ordinary personal accounts, identify

For each, note

12. Online Income and Creator Accounts

For each, note

13. Loyalty Points, Rewards and Digital Credits

Consider

14. Digital Books, Music, Movies and Games

15. Important Online Records

16. Password Manager

If you use a password manager

17. Multi-Factor Authentication and Recovery

Important accounts may also depend on

18. Legacy Contacts and Account-Management Tools

For important services, check whether the provider offers

Digital Life Organization Check

The “If My Phone Disappeared Tomorrow” Test

The “Would Anyone Know It Exists?” Test

Notes and follow-up

Other checklists