The Digital Estate Planning Checklist & Account Organizer
The Digital Estate Planning Checklist & Account Organizer
Most people have dozens of digital accounts — email, banking, subscriptions, social media, cloud storage — and no clear record of what exists or how a trusted person could navigate them in an emergency. This checklist and organizer helps you map your digital life in a responsible, organized way, so the people you trust have a starting point when they need one.
WHAT THIS HELPS YOU DO
Create a structured overview of your digital accounts, online assets, recovery options, trusted contacts and digital legacy preferences. This is a planning and organizational resource — it does not grant legal access to any account and is not a substitute for formal legal or estate planning.
WHAT'S INSIDE
- Digital account inventory by category (email, financial, social, subscriptions and more)
- Recovery path notes — where to find access instructions securely stored
- Trusted contact designations for digital accounts
- Digital asset overview (domain names, online businesses, creative accounts)
- Digital legacy preferences — what you want done with accounts after you’re gone
- Notes on where secure access information is stored (not the credentials themselves)
- Guidance on locating account recovery options through official channels
WHO THIS IS FOR
Anyone who wants to leave a clearer digital picture for a trusted person — a spouse, adult child, executor or trusted friend. Especially valuable if you manage online accounts for a business, handle finances digitally or simply want your digital affairs in order alongside your physical ones.
HOW TO USE IT
Download the PDF and work through each category. Note what accounts exist, where recovery paths are documented and what your preferences are for each. Do not record passwords, PINs, full recovery codes or security answers directly in this document — note where that information is securely stored instead. Store completed copies securely and let a trusted person know they exist.
WHAT YOU'LL GET
- Instant digital download — PDF format
- Organized by account and asset category
- Covers email, financial, social, subscriptions, digital assets and legacy preferences
- Designed to reference secure storage locations, not to expose credentials
IMPORTANT TO KNOW
This organizer does not grant legal access to any account or platform. Account access rules are governed by each platform’s terms of service. For legal authority over digital assets, consult an estate planning attorney. Do not record passwords, full recovery codes, seed phrases or security credentials in this document.
DIGITAL DELIVERY
After purchase, you will receive a secure download link by email. This is a digital product — no physical item will be shipped.
Your digital life is part of your legacy. Take an hour to organize it now, so others aren’t left searching later.