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Using the Digital Asset Inventory

Preview: A free fillable HTML Digital Asset Inventory form helps you document every account, device, subscription, and digital asset your spouse or executor will need. This guide walks through all 12 sections and explains why your password manager is the key to it all.

I worked a long time through Poe using Anthropic's Opus 4.7 to design a fillable HTML file you could use to fill out your digital assets. Save the file to your own computer. It will save it wherever you've told your browser to save it. The HTML file will be named: MyDigitalEstateForm plus a timestamp at the end. Move it anywhere you'd like. Every time you save it, it will create a new HTML file with a current timestamp. This way you'll always know which is the newest file with your latest information. Remember, your browser is in charge of where it is saved. If you do move it to another folder and save it but told your browser to save files to the download folder, then the next versions will be saved to the downloads folder. You will need to move them again.

You don't need to do this all at once. I come back to it over and over. Just always load up the latest one.

When you click on it, it will open your browser and open to the form. You will not be on the Internet. You'll just be using your browser to fill out a form on your computer. This allows the form to work anywhere by using your browser as the program. Also, Opus is excellent at HTML coding. After downloading the file, I copied mine to Documents/IAmDead. I figured that was a pretty self-evident place to put it.

There are 12 sections in the form. As you can type more than a field has room for, it will automatically expand. You really need to fill it out on a computer. With pen and ink, you'll run out of room on some fields. You can make a PDF file by choosing Print to PDF from your print menu.

In general, I have a few items, like my phone, that want the PIN, but mostly I expect your information to be in your password manager. This form is to help an executor or spouse know what to use in your password manager.

Special section notes

Email Accounts: Make a separate listing for each account if you log in with it.

Online Banking, Investments & Financial
Make one entry for each institution. The idea is that once they log into the dashboard of the institution, they'll see all your accounts. I have 2 US Bank checking accounts and 1 credit card. But I only log in with one username and password. Then there is access to all three separate accounts. You can list all the individual accounts in the notes if you like. I do.

Automatic Payments & Subscriptions
This is important. These are going to get charged regularly, so these accounts need to be cancelled. Review your accounting software and credit card statements. You should list all the subscriptions or services. There is a field for manual (you pay each period) or automatic, for when the service has your credit card and automatically charges you. Often subscriptions like antivirus have an auto-renew feature. That makes them manual.

This one shocked me. I had no idea how many different services I subscribe to. My initial pass at it gave me 26 separate charges that are recurring. Most of them are software or service subscriptions.

Shopping Accounts
This is particularly critical if they have your credit card on file. Both Amazon and Kobo, and some others, have my credit card, so I don't need to fill it in each time.

Cloud storage
Not only your backups but your pictures as well. These can be precious to your loved ones.

Websites, Domains, and Blogs I Own
Your spouse or executor might want to post something or download postings from your website or blog.

Medical, Insurance & Government Portals
Be sure and note which portals serve multiple medical or government functions. For example, your MyChart could service multiple doctors, and your government access may work for some services but not others.