Digital Estate Inventory Builder
Your online accounts, crypto, photo libraries, subscriptions and domain names are a real part of your estate. They are also the part most likely to be forgotten, because there is no filing cabinet to remind anyone they exist. This worksheet helps you write them down in one place.
Notes for Your Executor or Attorney
Before You Put This Away
- Tell someone where this inventory lives. A perfect inventory nobody can find does no good. Your executor or agent should know it exists and where to look for it.
- Store it with your estate planning documents, not in an email folder or on a device only you can unlock.
- Set each provider's own legacy tool where one exists. Several major services let you name a legacy contact directly in the account settings, which often works faster than any legal document.
- Review it once a year. Digital accounts change far faster than the rest of an estate plan.
- Ask your attorney about explicit authorization language in your will and durable power of attorney, which matters more in Massachusetts than in states that adopted the uniform act.
Want the background before you fill this in?
Read Digital Assets in a Massachusetts Estate Plan for how these accounts are treated and what your documents should say.