Digital asset inventory (for executors)
=======================================

Digital asset inventory for the estate of: [your full name]

National Insurance number: [QQ123456A]
Date this version completed: [DD Month YYYY]

This document is an inventory only. It is not a will. Read this together with
my will dated [DD Month YYYY] held by [solicitor / location].

Section 1 — Email and identity accounts
 - Primary email: [address]   provider: [provider]
 - Recovery email: [address]
 - Mobile number (used for SMS 2FA): [number]
 - Apple ID / Google account / Microsoft account: [usernames]

Section 2 — Financial accounts (non-crypto)
 - Bank current accounts: [bank, account name, sort code, account number]
 - Bank savings accounts: [as above]
 - Cash ISA(s): [provider, reference]
 - Stocks & Shares ISA(s) / GIA / SIPP: [platform, account number]
 - Pension(s) — workplace and personal: [provider, policy number]

Section 3 — Crypto and digital property
 - Custodial exchange accounts: [exchange name, username]
 - Self-custody wallets: [wallet type, address, location of the seed phrase /
   hardware wallet]
 - NFTs: [where held, approximate count]
 - Other tokens / domain names / online accounts of value: [details]

Section 4 — Subscriptions and recurring payments
 - [Service, payment method, approximate monthly cost]

Section 5 — Social media and content accounts
 - [Platform, username, whether you want it memorialised, deleted or
   transferred under any platform-specific bereavement process]

Section 6 — Access information
 - Password manager: [provider, where the master password is recorded]
 - Two-factor authentication backup codes: [physical location]
 - Hardware wallet seed phrases: [physical location — never in this document]
 - Decryption keys for encrypted drives: [physical location]

Section 7 — My wishes
[Free text — any instructions for your executor, e.g. which exchanges to
contact first, whether to donate any crypto to charity, how to handle a
domain name portfolio.]

Signed: ________________________________     Date: __________________
        [your signature]

Witness: ________________________________    Date: __________________
         [witness name and address]


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Downloaded from https://moneyguide.org.uk/templates/
Information only — not legal or financial advice.