Free Guide

Digital Asset Inventory Worksheet

A free worksheet to inventory every online account, wallet and digital asset you own — so your family can find and manage them. Records what exists and how to claim it, never your passwords.

Your digital life is scattered across dozens of accounts. This worksheet helps you list them in one place so nothing is lost. Important: record where each asset is and how to claim it — never write down passwords, PINs or seed phrases in a document like this.

For each asset, record:

  1. What it is (e.g. "Coinbase account", "Chase savings").
  2. The institution or platform.
  3. An account reference or identifier (not the password).
  4. Roughly what it's worth or what it's for.
  5. How a beneficiary would claim or recover it.
  6. Who you'd want to handle or inherit it.

Financial accounts

  • Banks and savings
  • Brokerage and investment apps
  • PayPal, Wise, Venmo and similar
  • Pensions and retirement

Cryptocurrency

  • Exchange accounts (Coinbase, Kraken, etc.)
  • Hardware wallets — where the device and backup are kept
  • Hot/software wallets
Crypto is the easiest asset to lose at death. Record where recovery information lives and how to reach it — but keep the seed phrase itself stored separately and securely, never in the inventory.

Online business & income

  • Domains and websites
  • Creator / ad / affiliate revenue
  • Digital stores and marketplaces
  • Auto-renewing subscriptions to cancel

Personal & sentimental

  • Photo and video libraries
  • Email accounts
  • Social media (memorialise or close)

Once your inventory is complete, the safest place to keep it isn't a spreadsheet on your laptop — it's a digital inheritance vault that releases the information only to the people you choose, when they need it.

Store your inventory somewhere your family can actually reach.

Start your free vault

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Frequently asked questions

Should I write my passwords on a digital asset inventory?

No. Record where each asset is and how to claim or recover it, but never store passwords, PINs or seed phrases in the inventory itself — keep those separate and secure.

Why do I need a digital asset inventory?

Because online-only accounts and crypto leave no paper trail. If your family does not know an asset exists, it is usually lost. An inventory makes everything findable.

This guide is general information, not legal advice. Estate and inheritance rules vary by jurisdiction — consult a qualified professional for your specific situation.