Digital Assets Worksheet

Transcription

1 Digital Assets Worksheet A comprehensive estate plan should include instructions not just for your physical assets, but your digital assets and online accounts as well. This worksheet will help you: Things to remember: Create a consolidated view of all the key components of your digital accounts Make things much easier for those who will end up handling your affairs someday. Give your estate planning attorney a head start on assessing your situation and preparing your plan. Try to complete as much of the inventory as possible. If you need to, you can come back and complete any missing information later. Keep a copy of this inventory in a safe place and tell someone you trust where to find it. TROY ZERVESKES PRINCIPAL Advisory Resource Group 125 Main Street Unit A Newmarket, NH tzerveskes@advisoryresourcegroup.com Website: Phone: (603) Fax: (603) Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Financial planning offered through Advisory Resource Group, a Registered Investment Advisor and a separate entity from LPL Financial

2 TABLE OF CONTENTS ELECTRONIC DEVICES 3 PASSWORD MANAGER 3 E MAIL ACCOUNTS 4 PAYMENT / MONEY MANAGEMENT ACCOUNTS 4 SOCIAL MEDIA 5 ONLINE STORE & PURCHASING ACCOUNTS 5 CLOUD STORAGE ACCOUNTS 6 VIDEO STREAMING ACCOUNTS 6 MUSIC ACCOUNTS 7 GAMING 7 BLOGGER / WEB HOSTING ACCOUNTS & SERVICES 8 SOFTWARE LICENSES 8 FOOD / DELIVERY SERVICES 9 TRAVEL / TICKETING REWARDS 9 MESSAGING SERVICES / VOIP 10 NOTES & PERSONAL THOUGHTS 10 2 P age KEEP IN A SECURE LOCATION

3 Electronic Devices Phone 1 Phone 2 Computer 1 Computer 2 Tablet 1 Tablet 2 Other Device Other Device Password Manager Even if you don t use an actual password manager (an online service or app to store multiple unique and strong passwords for various service sites), you should still include where you keep your passwords in the Notes & Instructions field below. (Example: Word doc on laptop) Login Info: Notes & Instructions: 2 P age KEEP IN A SECURE LOCATION

4 E Mail Accounts ACCOUNT 1 Provider: User Login: ACCOUNT 2 Provider: User Login: ACCOUNT 3 Provider: User Login: ACCOUNT 4 Provider: User Login: Account Account Account Account Payment/Money Management Accounts The most common money management apps are PayPal, Google Wallet, Visa Checkout, Mint, Learnvest & Venmo. User Name/Login: Instructions: User Name/Login: Instructions: User Name/Login: Instructions: User Name/Login: Instructions: 3 P age KEEP IN A SECURE LOCATION

5 Social Media Accounts The most common social media platforms are Facebook, Twitter, LinkedIn, Instagram, Google+ and Pinterest. Platform: Platform: Platform: Platform: Online Store & Purchasing Accounts The most common shopping sites are Amazon, Ebay, Target, Walmart & Best Buy. 4 P age KEEP IN A SECURE LOCATION

6 Cloud Storage Accounts The most common storage services are Dropbox, icloud, Microsoft OneDrive, Box and Google Drive. Video Streaming Accounts The most popular streaming services are Netflix, Hulu, Amazon Prime, Vudu and Redbox. 5 P age KEEP IN A SECURE LOCATION

7 Music Accounts The most popular music services are itunes, Spotify, Pandora, Rdio and Lastfm. Gaming The most common gaming services are Xbox Live, PlayStation Plus, Steam and Battle.net. 6 P age KEEP IN A SECURE LOCATION

8 Blogger/Web Hosting Accounts & Services The most common blogging/web hosting providers are Tumblr, Blogger, Wordpress, Weebly, Squarespace, Wix, GoDaddy, Network Solutions and Hover. Site/ Site/ Site/ Site/ Software Licenses The most common software licenses are for Microsoft Office, iworks, Adobe CS, Quickbooks, Turbo Tax and Antivirus Software. Instructions/License Info: Instructions/License Info: Instructions/License Info: Instructions/License Info: 7 P age KEEP IN A SECURE LOCATION

9 Food/Delivery Services The most common food and food delivery services are Costco, Instacart, Fresh Direct, Amazon Fresh, Seamless and Delivery.com. Travel/Ticketing Rewards For example, airline frequent flier memberships, rental car accounts, casino rewards, Uber or Ticketmaster. Airline 1: Airline 2: Rental Car 1: 8 P age KEEP IN A SECURE LOCATION

10 Messaging Services/VOIP Phone Number: The most common messaging services include Skype, WhatsApp, Kik and Snapchat Phone Number: Notes & Personal Thoughts Use this section for any additional important information. 9 P age KEEP IN A SECURE LOCATION