Digital Asset Access Sheet

Your estate includes things that didn't exist 20 years ago. Make sure they don't disappear with you. The Digital Asset Access Sheet documents every online account, digital asset, and crypto wallet in your estate — so nothing you built in the digital world is lost when you're gone.

Your grandparents' estate had a house, a bank account, and a filing cabinet. Yours has all of that — plus an email account that contains 20 years of financial correspondence.

A social media presence with sentimental and possibly commercial value. Online banking across multiple institutions. Streaming subscriptions on autopay. Cloud storage with photographs that cannot be replaced. Investment accounts accessible only through a two-factor authentication on a phone that's going to be locked. And possibly — almost certainly — digital assets: cryptocurrency, NFTs, or other blockchain-based holdings.

Every one of those accounts, assets, and subscriptions exists behind a password that only you know.

When you die without documenting your digital life, two things happen. First, assets — sometimes significant ones — become permanently inaccessible.

Cryptocurrency without wallet keys is gone forever. No court order recovers it. Second, your Successor Trustee and family members spend weeks, sometimes months, trying to identify, access, and manage accounts they didn't know existed and can't get into.

The Digital Asset Access Sheet is the document that prevents both outcomes. It creates a comprehensive, secure record of your digital life that your Trustee can actually use.

WHAT IT IS

The Digital Asset Access Sheet is a structured, secure document that consolidates your complete digital footprint: email accounts, social media profiles, online banking and investment portals, subscription services, cloud storage, cryptocurrency wallets and exchange accounts, digital business assets, and any other online account or digital holding that is part of your estate.

For each account, it documents what your Successor Trustee needs to access it, transfer it, close it, or memorialize it — according to your instructions.

It is designed to be stored securely — not in the cloud, not in an email — and accessed only by your designated Trustee when needed.

WHAT'S INCLUDED

• ✅ Digital Asset Access Sheet Template — Comprehensive structured document with sections for: email accounts, social media, online banking, investment platforms, cryptocurrency and blockchain assets, subscription services, cloud storage, digital business assets, and instructions for each account's disposition
• ✅ Step-by-Step Completion Guide — Walks you through a complete digital audit of your online accounts and assets, with prompts for the categories most people forget
• ✅ Secure Storage Instructions — Guidance on how to store this document safely so it is accessible to your Trustee but not exposed to unauthorized access during your lifetime
• ✅ Document Checklist — Prompts for every category of digital account and asset

WHO THIS IS FOR

This document is for you if:

• You have online banking, investment accounts, or financial assets accessible only through digital portals
• You hold cryptocurrency, NFTs, or any blockchain-based assets
• You have email accounts, social media profiles, or digital creative assets with sentimental or commercial value
• You have cloud storage containing photographs, documents, or files that matter to your family
• You have subscription services on autopay that your Trustee will need to cancel or transfer
• You live any part of your financial or personal life online — which is to say, this document is for everyone

HOW IT WORKS

1. Purchase & Download — Your template and Completion Guide arrive instantly.
2. Complete Your Digital Audit — The guide walks you through every category of digital account: financial, social, subscription, storage, and digital assets. Most people discover accounts they had forgotten about.
3. Document Access Information — For each account, record the access credentials your Trustee will need, following the secure documentation guidance in the Completion Guide.
4. Specify Disposition Instructions — For each account, indicate what should happen to it: transfer, close, memorialize, or continue. Social media accounts, for example, can often be memorialized rather than deleted — a distinction many families care about.
5. Document Your Crypto Assets — This section receives dedicated attention in the Completion Guide. Wallet addresses, exchange accounts, seed phrases, and hardware wallet locations are documented in a format your Trustee can act on.
6. Store Securely — Follow the Completion Guide's storage instructions. This document is sensitive and should be stored physically, not digitally, with your other estate planning documents.

THE STAKES

An estimated $20 billion in cryptocurrency alone is currently inaccessible because the owners died without documenting their wallet credentials. That number grows every year. Unlike a bank account — where a death certificate and probate order can unlock access — a crypto wallet without its private key or seed phrase is mathematically unrecoverable. No court order. No exception. Gone.

Beyond cryptocurrency, the average person has 100+ online accounts. Many of these accounts contain financial value (investment portals, PayPal, Cash App, Venmo balances), sentimental value (Google Photos, iCloud, social media archives), or ongoing financial obligations (subscriptions on autopay that will continue charging a deceased person's account for months).

Your Successor Trustee cannot manage what they cannot find and cannot access. The Digital Asset Access Sheet is how you make your digital estate as manageable as your physical one.

ADD-ONS — THE COMPLETE OPERATIONAL LAYER

• Legacy Instructions Sheet The master Day One guide that references your Digital Asset Access Sheet and ties your full operational plan together. $37
• Revocable Living Trust Explicitly addresses digital assets in the trust terms — the Digital Asset Sheet tells your Trustee where they are and how to access them. $217
• Complete Legacy Add-On Pack Includes all four operational documents at a bundle price. $97

👉🏾 [Add these documents before checkout]

"My brother had Bitcoin. We knew he had it — he talked about it all the time. When he passed, we had nothing. No wallet address, no exchange login, no seed phrase. We tried everything. Three years later, that money is still just gone. I don't even know how much was there. When I set up my own estate plan I put the Digital Asset Access Sheet in a fireproof box with a note on top that says 'open this first.' My family will not go through what we went through." — Marcus J., Houston, TX

Your Digital Asset Access Sheet. $37.

What you get:

• Complete Digital Asset Access Sheet template
• Step-by-Step Completion Guide including secure storage instructions
• Document Checklist
• Instant digital download

No subscription. No attorney fees. No waiting. Your digital estate is real. Document it accordingly. What's not written down is at risk of being lost forever.

💡 Growth in our community is real—but keeping contracts current is how you protect that growth. These templates give you the flexibility to evolve without risk.