An estate plan is only as good as the information behind it. This checklist is a starting point for a digital asset inventory — something to work through once, then revisit yearly as accounts and platforms change.
Financial
- Cryptocurrency wallets and exchanges used
- Online-only bank or brokerage accounts
- PayPal, Venmo, Cash App, or similar balances
- Airline miles, hotel points, and credit card rewards
Business and income
- Domain names owned
- Online stores or marketplace shops (Etsy, Shopify, Amazon)
- Monetized social media or YouTube accounts
- Freelance platform accounts with pending payments
Personal and access
- Primary and secondary email accounts
- Cloud photo and document storage
- Password manager or digital vault in use
- Two-factor authentication apps and backup codes
- Device passcodes for phone, tablet, and computer
How to use this list
You don’t need to write down every password to complete this inventory — the goal is documenting what exists so your executor knows where to look, while keeping the actual credentials in a secure password manager or vault referenced (not detailed) in your estate plan.
Related reading
This is part of our series on digital estate planning for Fort Worth families.
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