Digital Asset Inventory (Blank PDF)

The Digital Asset Inventory is a blank worksheet for the part of your estate that does not show up on a bank statement: online accounts, devices, cloud services, cryptocurrency wallets, gaming and creator-economy holdings, and the access instructions a fiduciary will actually need to recover or close them.

Most estate plans drafted before 2020 do not contemplate digital assets at all. Florida law has since adopted modern fiduciary access rules under Chapter 740, but those rules only work when the inventory exists and the fiduciary can find it. This document is the inventory.

What the inventory covers

• Online accounts: email, social media, financial, subscription, and cloud storage.
• Devices: phones, tablets, laptops, and the credentials needed to unlock them.
• Cryptocurrency: wallets, exchanges, recovery phrases, and custody arrangements.
• Gaming and creator economy: digital goods, in-game value, monetized channels, and platform terms.
• Access plan: where credentials are stored, who has them, and the chain a fiduciary should follow.

For the broader estate-planning context, pair this inventory with the Florida Estate Organizer. For digital-legacy work tied to specific platforms (gaming, creator brands, NFT estates), see Snap Heirs and Virtual Heirloom.