Use this checklist to see what belongs in your digital plan
Digital assets are broader than social media and passwords.
A useful checklist should cover the accounts, devices, documents, and instructions that family members may need later.
Account checklist
Start by identifying:
- primary email accounts
- banking and credit-card portals
- subscriptions and recurring billing accounts
- cloud storage
- password managers
- social media profiles
- crypto or investment accounts
Device and recovery checklist
Make sure someone can identify:
- your main phone
- your laptop or desktop devices
- device passcode or unlock instructions
- recovery phone numbers
- recovery email addresses
- backup codes or MFA recovery notes
Document checklist
Important digital planning documents often include:
- wills and estate documents
- insurance records
- account lists
- household instructions
- final wishes and messages
Decision checklist
A strong plan also answers:
- which accounts should be preserved
- which should be closed
- who should handle what
- what should happen first
That decision layer is what usually separates a useful plan from a pile of account names.
