Digital Estate Checklist
Your digital life is an extension of your estate. Without a plan, your photos, accounts, and memories can be lost forever. This checklist helps you organize them before it matters.
Account inventory
- ☐Banking and investment accounts
- ☐Retirement accounts and pensions
- ☐Credit cards and loans
- ☐Email accounts
- ☐Social media profiles
- ☐Cloud storage and photo libraries
- ☐Subscription services
- ☐Domain names and websites
Password plan
- ☐Use a password manager and list the master password in a secure location.
- ☐Avoid storing passwords only in your phone or browser.
- ☐Name a digital executor who knows how to access your password manager.
- ☐Review and update passwords at least once a year.
Digital asset instructions
- ☐Decide which accounts should be closed, memorialized, or transferred.
- ☐Specify who inherits digital photos, videos, and documents.
- ☐List any online businesses, revenue streams, or intellectual property.
- ☐Note cryptocurrency wallets and recovery phrases stored securely.
Social media legacy
- ☐Facebook: choose a legacy contact in Settings.
- ☐Google: set up an inactive account manager.
- ☐Apple: add a legacy contact for iCloud data.
- ☐Write down your wishes for each platform so your executor knows what to do.
Keep it updated
Revisit this checklist once a year or after any major life change — marriage, divorce, birth, death, business sale, or new investment. Your digital estate should grow and change with your life.