Template · Estate & later life
Digital asset inventory (for executors)
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Use this template as a stand-alone inventory to leave with your will and a copy of your Lasting Power of Attorney paperwork. It is not the will itself — never put passwords, seed phrases or PINs in a will, which becomes a public document at probate.
Last reviewed:
Download as plain textBefore you send it
- Keep this inventory separately from the will (in a sealed envelope with your solicitor, a fireproof box at home, or with a password manager that has a designated emergency contact).
- Update it whenever you open or close an account, especially crypto exchanges and self-custody wallets.
- Do not write seed phrases or private keys directly into this document. Record their physical location (safe-deposit box, fireproof safe at [address]) so your executor knows where to look.
- The Property (Digital Assets etc) Act 2025 confirms digital property can be the object of personal-property rights in England and Wales — but executor access remains a practical, not legal, problem.
The template
Square brackets mark fields to replace with your own details.
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]
Primary source: Property (Digital Assets etc) Act 2025 (legislation.gov.uk) and HMRC Cryptoassets Manual (CRYPTO22000 series)