Do you have a list of all your online accounts?
Email, banking, social media, insurance portals, subscriptions, etc.
Are your passwords stored in a secure, encrypted location?
Not a spreadsheet, sticky note, or text file.
Could a family member access your primary email account if needed?
Email is the master key to resetting every other account.
Does your family know about all your financial accounts?
Bank accounts, investments, retirement funds, credit cards, fintech apps.
Are your important documents stored digitally in a secure location?
Will, insurance policies, deeds, tax returns, IDs.
Have you designated a trusted person to access your digital accounts?
A spouse, child, attorney, or friend who is formally designated and can access your vault.
Do you own cryptocurrency, domain names, or other digital property?
These require special handling — seed phrases, registrar logins, etc.
Do you use two-factor authentication on your most important accounts?
Banking, email, cloud storage, etc.
Have you left instructions for what to do with your online accounts?
E.g., “close this account,” “transfer these funds,” “memorialize my profile.”
When did you last review or update your digital estate plan?
Passwords change, new accounts are created, policies expire.