Planning for digital assets

This worksheet is designed to help you gather information about your digital assets and create an initial plan for how you want them handled.

Once completed, it’s a good idea to share it with an advisor or lawyer who can assist you in incorporating your instructions into your power of attorney and your will. Review this worksheet regularly to add new digital assets and update any password changes.

Click on the image below to download a fillable pdf.

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This worksheet is designed to help you gather information about your digital assets and create an initial plan for how you want them handled.

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