🔐
Family & Home/Digital Estate Checklist

Digital Estate Checklist

Secure your digital legacy — track accounts, assets, and access info for your family

100% LOCAL15 categoriesPlatform guidesPrint-ready100% private

Checklist Progress

0%

We recommend at least 1 item(s) in this category.

Platform Inheritance

Google

Inactive Account Manager lets you designate someone to access your data after 3-18 months of inactivity. Without it, next of kin must submit a court order.

Learn more →
Facebook / Meta

You can set a Legacy Contact who can memorialize your account. Without one, family must provide a death certificate for memorialization or deletion.

Learn more →
Apple (iCloud)

iOS 15+ supports Legacy Contact. Your designated contact gets an access key to download your data. Otherwise, a court order is required.

Learn more →
Coinbase

Beneficiaries can claim assets with a death certificate and probate documents. Process takes 2-4 weeks. Consider sharing vault access with a trusted person.

Learn more →
X (Twitter)

Twitter can deactivate a deceased person's account with proper documentation. No data transfer is available.

Learn more →
Microsoft

Next of kin can request closure of a Microsoft account and potentially access OneDrive/Outlook data with a court order.

Learn more →

Actions

💡 Digital Will Template

Consider adding this clause to your will:

"I direct my executor to access my digital assets as listed in my Digital Estate Checklist (stored with [password manager / attorney / safe deposit box]). I authorize my executor to manage, transfer, or close any digital accounts as necessary."
Data Source & Legal Disclaimer
Effective: 2026-06-01Last updated: 3 months agoUpdate: Manual review
Sources: Google Inactive Account Manager · Apple Legacy Contact · Facebook Memorialization

This tool stores all data locally in your browser. No data is transmitted to any server. Platform policies may change — verify current procedures on each platform's website. This is not legal advice — consult an estate planning attorney for formal digital estate planning.

See all data sources & update policy →

Digital estate inventory & handoff — illustrated

A digital estate is everything you own or control online: financial accounts, email, social media, crypto wallets, domains, and subscriptions. This checklist works like a physical asset inventory — it records that each account exists, where access lives, and what should happen to it, then pairs every category with the platform's inheritance process. Google's Inactive Account Manager releases data after 3–18 months of inactivity, Apple Legacy Contact (iOS 15+) issues an access key to a designated contact, and Meta supports Legacy Contacts; where no built-in tool exists, family must claim access with a death certificate, probate documents, or a court order. The document deliberately stores locations and hints rather than passwords, so it is safe in a password manager or a safe deposit box. The progress engine scores how much of the recommended minimum inventory — one item each in financial, insurance, and email, for example — you have actually documented.

Inventory your assets, then plan the handoff
Inventory your assets, then plan the handoff Financial accountschecking · 401k · IRA Email & socialGmail · Facebook · X₿ Crypto & domainswallets · registrarsplatformpolicy Transfer or closeexecutor · beneficiary Legacy contactGoogle IAM · Apple · Meta Claim with documentsdeath cert · probate · court

Each category of digital asset follows a different handoff path — the platform's inheritance policy decides whether the family can transfer, memorialize, or must claim with documents. Record locations and access hints — never passwords — and store the list in a password manager or a safe deposit box.

Worked example

Marcus, 58, completes the checklist for his family. He documents his checking account, 401(k), email, and a Coinbase wallet, then configures the platform inheritance tools so his wife can retrieve everything.

  1. Add the minimums:One checking account, one 401(k), and one email account — 3 of the recommended minimum items entered
  2. Note the access path:Records that his 401(k) names his wife as beneficiary and that Gmail logins live in 1Password
  3. Set platform tools:Turns on Google Inactive Account Manager (3-month delay) and Apple Legacy Contact so family can download data
  4. Store and share:Prints the checklist to PDF, files a copy in the safe deposit box, and tells his executor exactly where it lives
↩ Back to calculator

About this tool

What is this tool?

Organize your digital life for your family: accounts, crypto, subscriptions. Free, private.

15 categoriesPlatform guidesPrint-ready100% private

What Is the Digital Estate Checklist?

This tool organizes your digital life for the people who will manage it after you cannot: bank and investment accounts, crypto wallets, email, social media, subscriptions, domains, cloud storage, and loyalty programs. Walk the categories, catalog each asset with access hints and instructions, and the tool maintains a structured inventory your executor or family can actually use. Platform-specific inheritance guidance is built in — what Google's Inactive Account Manager does, how Meta memorializes profiles, what documents banks require — so your notes match each platform's real process. The checklist itself stays on your device, since the document it produces is precisely the sensitive one you do not want on someone else's server.

Who Should Use This Tool?

Adults of any age doing basic estate hygiene — the digital equivalent of writing down where the deed is. Executors preparing for a parent's or spouse's eventual estate settlement learn what questions to ask now, while the account-holder can still answer. Frequent travelers and solo households particularly benefit: the person most likely to need your information is also the person least able to guess it. Crypto holders face the sharpest version — keys and seed phrases that die with their owner make assets permanently unrecoverable — and this checklist forces that item to the front.

How Does It Work?

(1) Walk the asset categories: financial, communications, social, subscriptions, infrastructure like domains, and storage. (2) For each asset, record what it is, where access lives (password manager entry, recovery codes, hardware key), and any instruction for its disposition. (3) Review the built-in platform guides — Google, Apple, Meta, and major banks — and configure their native tools where they exist. (4) Export the finished inventory for your estate documents, stored wherever your will lives, with access instructions in your letter of instruction rather than the will itself.

What Happens to Digital Accounts After Death?

The legal backbone in most US states is RUFADAA: executors gain authority over digital assets only to the extent the deceased allowed — via the provider's tools, a will, or other written direction — which is why documenting wishes now, while you can, determines everything later. Platform behavior varies predictably: Google's Inactive Account Manager can transfer data or delete accounts after a chosen idle period; Apple's Digital Legacy lets you designate contacts who unlock photos and data with a key; Meta memorializes profiles or deletes them per your legacy contact's election; banks require death certificates and often letters testamentary before anyone touches statements. Crypto follows no process at all — without keys, seed phrases, or exchange credentials, the assets are gone; with them, they transfer like anything else. Practical rules that make the whole system work: keep the inventory separate from the will (wills become public in probate), never store raw passwords in it — point to the password manager and record how to get in, and tell two people the inventory exists. This checklist structures exactly that.

Frequently Asked Questions

What should a digital estate plan include?

It organizes 8 categories: email accounts, financial logins (banking, brokerage), social media (with legacy contact settings), cryptocurrency wallets and seed phrases, subscription services, cloud storage, domain names, and password manager master credentials. The average person has 168 online accounts—this checklist ensures your family can access or close each one.

How do I handle cryptocurrency in my estate plan?

Crypto requires special handling: document wallet addresses, exchange accounts, and seed phrases in an encrypted file accessible to your executor. Unlike bank accounts, there is no "forgot password" recovery—lost keys mean permanently lost assets. An estimated $140 billion in Bitcoin is already inaccessible due to lost credentials.

Related tools

Joke of the Day
Sep 6

What do you call a crab that plays baseball?

100% Free, Forever

Keep Tools Free for Everyone

No paywalls, no signups, no data sold. Built by a solo developer who believes useful tools should be accessible to everyone.

Support me on Ko-fi— keep tools free

100% of proceeds go towards hosting & building more free tools.