Family Protection Tool
Digital Asset Checklist
Your digital life holds real financial and sentimental value. This checklist helps you inventory and protect your online accounts so your family isn’t locked out.
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Financial Accounts
List online banking and investment logins
Store securely — never in your will.
Document any cryptocurrency holdings
Record where they are and how to access them.
Note payment platforms
PayPal, Venmo, Cash App balances.
List any online business or income accounts
Access & Security
Set up a password manager
1Password, Bitwarden, or similar.
Securely record the master password for your executor
Through a safe, non-public method.
Document cryptocurrency seed phrases securely
Never in your will or any public document.
Appoint a digital executor
Someone comfortable with technology.
Online Presence
Set up a legacy contact on Facebook & Instagram
Set up Google Inactive Account Manager
Set up an Apple Digital Legacy contact
Decide what happens to each social account
Memorialise, transfer, or delete.
Memories & Files
Back up precious photos and videos
To storage your family can access.
List cloud storage accounts
iCloud, Google Drive, Dropbox.
Document where digital memories are kept
Reference digital assets in your will
Grant your executor authority over them.
Protect your digital legacy
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