Digital Assets Checklist

Stay organized and ensure nothing important is overlooked with the Digital Assets Checklist—a simple yet effective tool designed to help you review your digital life and assess your digital estate planning readiness.

Whether you're just beginning to organize your digital assets or maintaining an existing Digital Legacy Plan, this checklist provides a structured way to identify missing information, forgotten accounts, undocumented devices, and areas that require attention. It serves as a practical annual review to help keep your digital records accurate and up to date.

Use it as a standalone checklist for a quick digital health check or combine it with the Digital Legacy Planning Collection for a complete digital estate planning solution.

What's Included

✔ Personal Information Review

✔ Email Account Checklist

✔ Financial & Investment Accounts

✔ Cryptocurrency Review

✔ Social Media & Messaging Apps

✔ Cloud Storage Services

✔ Websites & Domains

✔ Online Business & Digital Income

✔ Digital Subscriptions

✔ Device Inventory Review

✔ Important Digital Documents

✔ Password & Security Check

✔ Emergency Planning Review

✔ Privacy & Legacy Wishes

✔ Digital Risks Assessment

✔ Annual Review Section

Perfect For

• Individuals organizing their digital life
• Families preparing for the unexpected
• Estate planning
• Digital asset management
• Annual digital record reviews
• Anyone who wants peace of mind knowing their digital life is organized

The Digital Assets Checklist doesn't replace detailed documentation—it helps ensure you've completed it. By highlighting gaps and forgotten areas, it provides a clear picture of your digital preparedness and encourages regular reviews as your digital life evolves.

Part of the Digital Legacy Planning Collection

Digital Legacy
Your Life. Your Data. Your Legacy.