Account Inventory Checklist

Use this checklist to systematically inventory your digital life:

Financial Accounts ☐ Online banking (list all banks) ☐ Investment/brokerage accounts ☐ Payment services (PayPal, Venmo, Stripe) ☐ Cryptocurrency exchanges ☐ Cryptocurrency wallets (hardware and software) ☐ Tax preparation services ☐ Insurance portals

Communication ☐ Primary email account(s) ☐ Secondary email accounts ☐ Messaging apps (Signal, WhatsApp, Telegram) ☐ VoIP services (Skype, Google Voice)

Social Media ☐ Facebook/Meta ☐ Instagram ☐ Twitter/X ☐ LinkedIn ☐ YouTube ☐ TikTok ☐ Reddit ☐ Other platforms

Security & Access Checklist

Credential Management ☐ Set up a password manager ☐ Store all credentials in the password manager ☐ Generate master password recovery codes ☐ Print and store backup/recovery codes for all 2FA-protected accounts

Dead Man's Switch ☐ Create ZeroLatch account ☐ Create at least one vault ☐ Upload encrypted files (asset inventory, credentials, instructions) ☐ Set appropriate check-in interval ☐ Designate recipients ☐ Test the heartbeat mechanism ☐ Communicate encryption password to recipient through separate channel

Backup ☐ Download data archives from major services ☐ Store encrypted backups in at least two locations ☐ Verify backup integrity

Legal & Documentation Checklist

Legal Preparation ☐ Include digital asset provisions in your will ☐ Designate a digital executor (may be same as traditional executor) ☐ Grant digital executor authority over online accounts ☐ Review RUFADAA provisions in your state/country

Documentation ☐ Create digital asset inventory document ☐ Write instructions for each high-priority account ☐ Document cryptocurrency wallet information (addresses, seed phrase locations) ☐ Write personal messages for recipients

Platform Configuration ☐ Configure Google Inactive Account Manager ☐ Set up Apple Digital Legacy contacts ☐ Designate Facebook Legacy Contact ☐ Review other platform-specific inheritance tools

Annual Review ☐ Set calendar reminder for annual review ☐ Update inventory with new accounts ☐ Remove closed accounts ☐ Verify executor's willingness and contact information ☐ Test dead man's switch functionality ☐ Review and update encrypted vault contents