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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

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⚠️ 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.

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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.

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Apple (iCloud)

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

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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.

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X (Twitter)

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

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Microsoft

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

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🛠️ 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: 2 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.

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?

The Digital Estate Checklist is a free browser-based tool that helps you manage digital estate checklist tasks and generate documents for personal and family needs. All processing runs locally in your browser — no personal information, financial details, or family data is ever uploaded to any server. The tool uses current digital assets inventory standards and requirements updated for 2026. It provides ready-to-use documents and checklists that would typically cost $50-200 from a professional service. Everything is free with no signup, no watermark, and no usage limits.

Who Should Use This Tool?

Families use this tool to organize digital estate checklist tasks during major life transitions. Parents manage digital assets inventory schedules and costs for childcare and education. Individuals relocating use it to generate password vault checklist documents and checklists for a smooth move. Anyone cancelling subscriptions generates professional letters without spending time on hold. Caregivers managing estates catalog digital assets for family members. Students and young adults living independently for the first time use it to stay organized with structured checklists and document templates.

How to Use the Digital Estate Checklist

Select your scenario or document type from the available options. Fill in the required fields — names, dates, addresses, or financial details depending on the tool. The tool generates a formatted document or checklist instantly. Review the output in the preview panel, then copy to clipboard or download as a text file. For interactive tools, use the checkboxes and input fields to track progress in real time. All data stays in your browser — nothing is saved or transmitted. Come back anytime to regenerate or update your documents as circumstances change.

Frequently asked

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.

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