Digital Estate Inventory Template

📋 How to Use This Template

Purpose: This inventory helps you (or your digital estate consultant) document all your digital assets, accounts, and online presence for estate planning purposes.

Instructions:

Fill out each section completely - don't skip categories even if you think they don't apply
Be thorough with account details but DO NOT include actual passwords here
Update this inventory annually or when significant changes occur
Store the completed inventory securely with your estate planning documents
Inform your executor/trustee where this inventory is located

🔒 CRITICAL SECURITY WARNING

DO NOT include actual passwords in this document. Instead, note:

✅ "Password stored in [LastPass/1Password/other password manager]"
✅ "Password known by [trusted person]"
✅ "Recovery email: [email address]"
❌ Never write actual passwords in plain text

Store this completed inventory securely: Physical safe, locked filing cabinet, encrypted digital storage, or with your attorney.

1. Email Accounts

Email Account #1

Email Provider: Email Address: Password Location: Recovery Email: Two-Factor Authentication: Important Notes:

2. Social Media Accounts

Social Media Account #1

Platform: Username/Handle: Profile URL: Login Email: Password Location: Legacy Contact Set Up: Wishes Upon Death: Important Notes:

3. Financial Accounts

Financial Account #1

Account Type: Institution Name: Account Number (last 4 digits only): Website/App: Login Username/Email: Password Location: Two-Factor Authentication: Important Notes:

4. Cryptocurrency & Digital Wallets

Crypto Wallet/Exchange #1

Type: Platform/Wallet Name: Wallet Address(es): Cryptocurrencies Held: Approximate Value (USD): Private Key/Seed Phrase Location: 🔒 CRITICAL - Recovery Method: Important Notes:

5. Cloud Storage & File Services

Cloud Storage #1

Service: Account Email: Password Location: Storage Used: Important Files/Folders: Shared With Others: Important Notes:

6. Subscriptions & Memberships

Subscription #1

Service Name: Category: Website: Login Email: Password Location: Billing Amount: Payment Method: Wishes Upon Death: Important Notes:

7. Digital Assets & Intellectual Property

Digital Asset #1

Asset Type: Asset Name/Description: Location/Platform: Access Information: Estimated Value: Revenue Generating: If Yes, Monthly Revenue: Transfer Instructions: Important Notes:

8. Business & Professional Accounts

Business Account #1

Platform/Service: Business Name: Account Type: Website/URL: Login Email: Password Location: Annual Revenue: Key Contacts: Business Continuity Plan: Important Notes:

9. Devices & Hardware

Device #1

Device Type: Make & Model: Serial Number: Location: Password/PIN Location: Encryption: Important Data Stored: Backup Status:

10. Gaming & Entertainment

Gaming Account #1

Platform: Username/Gamertag: Login Email: Password Location: Estimated Account Value: Important Notes:

11. Password Manager & Security

Password Manager Information

Password Manager Used: Master Password Location: Account Email: Emergency Access Setup: Emergency Contact Name: 🔒 CRITICAL Recovery Information:

Two-Factor Authentication Apps

Authenticator Apps Used: Device Location: Backup Codes Location: Recovery Process:

12. Additional Accounts & Services

Additional Account #1

Service Name: Category: Website/App: Login Email/Username: Password Location: Importance/Value: Wishes Upon Death:

Executor & Legal Information

Designated Executor/Digital Executor

Primary Executor Name: Executor Relationship: Executor Phone: Executor Email: Backup Executor Name: Backup Executor Contact:

Attorney Information

Attorney Name: Law Firm: Attorney Phone: Attorney Email:

Digital Estate Consultant (if applicable)

Consultant Name: Consultant Contact:

Important Documents & Final Instructions

Location of Physical Documents

Will: Trust Documents: Power of Attorney: Insurance Policies: Safe Deposit Box: Safe Deposit Box Key Location:

Master Password & Critical Access

🔒 Master Password Document Location: 🔒 Cryptocurrency Recovery Information:

Digital Asset Wishes

Social Media Accounts - General Wishes: Personal Data - General Wishes: Digital Assets with Financial Value: Additional Instructions for Executor:

Annual Review Checklist

📅 Review This Inventory Annually

Recommended review schedule: Every 12 months or when major life events occur (marriage, divorce, birth, new business, etc.)

Update when you:

✓ Open new accounts or acquire digital assets
✓ Close accounts or sell digital assets
✓ Change passwords or security settings
✓ Change executor or attorney
✓ Move password manager or change master password location
✓ Acquire significant cryptocurrency or other digital assets
✓ Start new business ventures

Last Review Date: Next Scheduled Review: Review Notes: