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My Digital Assets & Accounts Record

A guide for my spouse, family, or executor to help settle my digital life

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Need more rows in a table? Every table has a + Add another row button underneath it. Click it as many times as you need. To remove a row you've added, click the small red × in its top-right corner.

Every field grows as you type — notes, names, everything. Text wraps instead of scrolling off the side, so when you print, the full content of every field is included.

Remember: this form will list every account you own, so store the finished copy somewhere secure (see below).
🔑 This form does NOT contain passwords.
Nearly every account below should be unlocked through my password manager (see Section 3). The password manager holds all usernames, passwords, PINs, two-factor authentication codes, and backup recovery codes. Once my helper has access to the password manager, they can get into everything else listed here. This form is a map of what I have — not a list of passwords.
⚠ KEEP THIS DOCUMENT SAFE
Although this form contains no passwords, it still lists every account I own and should not be left in the open. Recommended places to keep it: Tell a trusted person (spouse, adult child, executor) where to find it, and how to get into the password manager.
How to use this form
  1. Fill in each section as completely as you can. Skip anything that does not apply.
  2. For each account, simply check the box if the login info is stored in the password manager. No need to copy long random passwords here.
  3. If a table runs out of room, click + Add another row under the table.
  4. Review this form once a year, or whenever you add a new important account.
  5. Pay special attention to automatic renewals (especially 1, 2, or 3-year renewals like antivirus) so they can be cancelled before charging the account again.
  6. Detailed help for this form is here.

Quick checklist — sections included in this form

  1. Devices (phone, computer, tablet, router, Wi-Fi)
  2. Email accounts (the most important — used to reset other accounts)
  3. Password manager (the key to everything else)
  4. Online banking, investment, and financial accounts
  5. Automatic payments & subscriptions (including annual/multi-year renewals)
  6. Shopping & digital content accounts (Amazon, eBay, Audible, Kindle, Kobo, etc.)
  7. Social media & communication
  8. Cloud storage, photos and backups
  9. Cryptocurrency & digital wallets
  10. Websites, domains, blogs owned
  11. Medical, insurance & government portals
  12. Final wishes for digital accounts

1. My Devices

Devices usually cannot be unlocked by the password manager, so the PIN/passcode needs to be written here (or stored with the password manager's emergency kit). Router and Wi-Fi logins should be in the password manager.

2. Email Accounts

These are the most important accounts. Whoever controls your email can reset nearly any other password. Log-in details are in the password manager.

3. Password Manager

This is the single most important item in the form. Everything else depends on it.

E.g. "sealed envelope in home safe," "with my attorney," "page 47 of [named book] on bookshelf." Do NOT write the master password on this form.

KeePass stores its vault as a file (e.g. Passwords.kdbx). Note which computer, folder, or cloud drive it lives on, plus any backup copies. If there is a key file, note where that is too.

All usernames and passwords for the accounts listed in this form
Two-factor authentication (2FA) codes for my accounts
Backup / recovery codes for my accounts
Secure notes with other important information
Message to my helper: Once you are signed into my password manager, you have everything you need to log into the accounts in this form. You do not need a separate list of passwords, phone codes, or app codes — they are all inside.

4. Online Banking, Investments, & Financial

List every institution you log into online. Include banks, brokerage, retirement, PayPal etc. Include every institution that has credit cards. You can list the various accounts in the notes for that institution. Login details are in the password manager.

5. Automatic Payments & Subscriptions

Look carefully for yearly and multi-year renewals (antivirus, domain names, magazine subscriptions, AAA, etc.). These are easy to miss.

Examples to consider: streaming (Netflix, Hulu, Disney+), Amazon Prime, antivirus/computer security, cloud storage (iCloud, OneDrive), Microsoft 365 / Google One, newspaper / magazine, gym / fitness app, domain name / website hosting, cell phone plan, internet / cable, utilities (electric, gas, water), garbage / trash service, software subscriptions (Adobe, QuickBooks, etc.), AAA / roadside assistance, charitable auto-donations, insurance payments.

6. Shopping Accounts

For shopping accounts like Amazon, eBay, Etsy. Also for digital accounts like Audible or Chirp audiobooks, Kobo or Kindle e-books, and other digital assets.

7. Social Media & Communication

Facebook, Instagram, LinkedIn, Twitter/X, WhatsApp, Skype, Zoom, Nextdoor, etc. See the Wishes section for what I want done with each (memorialize, delete, pass on).

8. Cloud Storage, Photos and Backups

Where your photos, videos, documents, and backups are stored. Family may want to download and keep these.

9. Cryptocurrency & Digital Wallets

Very important: If lost, crypto cannot be recovered. The seed phrase (12–24 words) should be stored in a separate, extremely secure location — not in this form and typically not in a cloud-based password manager.

Yes

E.g. "engraved on steel plate in home safe," "written on card inside sealed envelope with attorney." Never type it into a website or email.

10. Websites, Domains, Blogs I Own

11. Medical, Insurance & Government Portals

Examples to consider: MyChart or other doctor / hospital portals, Medicare.gov, Social Security (SSA.gov), IRS.gov, DMV, VA (Veterans Affairs), pharmacy apps, and insurance portals — health, life, auto, home, long-term care, etc. Fill in each site name yourself in the left column.

12. My Wishes for Each Type of Account

Put a ✓ or write instructions. These are wishes, not legal commands — for that, see your will or your state's "digital assets" law.

Designated Helpers

Signature
Printed name
Date
Reminder: Review this form every year. Technology, accounts, and subscriptions change. A good time is each birthday, New Year's Day, or when you renew your driver's license.