Digital Estate Planning Checklist 2026
The average person has 100+ online accounts. This comprehensive checklist ensures you don't miss anything when planning your digital legacy.
Want the full picture?
This article is just one part of protecting your legacy. Read our comprehensive roadmap covering legal wills, digital assets, and more.
š How to Use This Checklist
Go through each section and document relevant accounts in a secure location like Legacy Haven. Share access with a trusted family member or your digital executor.
1. Email Accounts
Email is the gateway to everything else. Prioritize this section.
- Primary email (Gmail, Outlook, etc.)
- Work email accounts
- Secondary/backup email accounts
- Email aliases or forwarding addresses
2. Financial Accounts
- Bank accounts (checking, savings)
- Investment accounts (brokerage, stocks)
- Retirement accounts (401k, IRA, Roth)
- Cryptocurrency exchanges (Coinbase, Binance)
- Hardware wallets (Ledger, Trezor)
- Payment apps (PayPal, Venmo, Zelle)
- Credit cards
- Loan accounts (mortgage, auto, student)
3. Social Media
- Facebook (set up Legacy Contact)
- Twitter/X
- TikTok
- YouTube channels
- Other platforms
4. Cloud Storage & Photos
- iCloud (set up Legacy Contact)
- Google Drive / Google Photos
- Dropbox
- OneDrive
- Amazon Photos
5. Subscriptions & Streaming
- Netflix, Hulu, Disney+, Max
- Spotify, Apple Music, YouTube Music
- Amazon Prime
- News subscriptions (NYT, WSJ, etc.)
- Software subscriptions (Adobe, Microsoft 365)
- Gaming subscriptions (Xbox, PlayStation, Nintendo)
- VPN services
6. Shopping & Memberships
- Amazon account
- eBay, Etsy, other marketplaces
- Costco, Sam's Club, warehouse memberships
- Airline miles & hotel points
- Gym memberships
7. Devices & Hardware
- Phone passcode
- Computer login password
- Tablet passcode
- Smart home devices (Ring, Nest)
- External hard drives location
8. Utilities & Services
- Electric, gas, water accounts
- Internet and cable
- Phone plan
- Insurance policies (auto, home, life)
9. Password Manager
š Critical
If you use a password manager, document how to access it. This is the master key to everything else.
- Password manager name (1Password, LastPass, etc.)
- Master password (store securely!)
- Recovery key location
10. Digital Wishes
- Which accounts to memorialize vs. delete?
- Who should receive digital photos?
- Any accounts to keep private?
- Name a digital executor
Don't just make a listāstore it securely. Legacy Haven encrypts your information and lets you designate Deputies who can access it when needed.