Estate planning guide

Digital Assets Guide

Digital Assets: a secure inventory of accounts, devices, domains, and storage locations

By Planning and checklists editor Published August 13, 2026 How we edit

General legal information only. Check the controlling document and current law before acting.

Digital estate planning must separate the asset itself from the device, password, license, account contract, and legal authority to access content.

What this topic controls

  • A useful plan identifies what should be preserved, transferred, memorialized, closed, or deleted without placing secrets in the will.

Records to organize

  • a secure inventory of accounts, devices, domains, and storage locations
  • provider legacy settings, fiduciary authorization, and recovery contacts

Questions to verify

  • Does the account contain transferable property, licensed content, communications, or only access credentials?
  • Which provider tool or legal document controls access?

Risks to pause on

  • Sharing passwords can violate security practices or contracts and should not replace lawful authority and provider procedures.

Primary references