Get Digital Estate Information

The Digital Estate Information form is a crucial tool for organizing your digital assets effectively. This guide provides clear, step-by-step instructions to help you complete the form accurately and securely.

Follow the steps to fill out your Digital Estate Information form

1. Press the ‘Get Form’ button to access the form and open it for completion.
2. In the section labeled 'Locations of hard copy files and media backup', provide details of where your personal, financial, and home records are stored, as well as any media backups.
3. For 'Default Information,' fill in your user names and passwords for different online accounts. Include answers to any secret questions to enhance security.
4. In the 'Electronic Device Access' section, list your devices along with the respective websites, user names, PINs, and passwords required for access.
5. Under 'E-mail Accounts,' record each email address, its username, PIN, and password, along with your preferences for disposition.
6. In the 'Domain Names' section, detail your website or domain name, web host, user name, PIN, and password for management.
7. For 'On-line Storage,' include the names of your storage services like Dropbox and Google Drive, alongside user names, PINs, and passwords.
8. In the 'Financial Software' section, maintain a record of software platforms you use for financial management, including their respective access details.
9. Under 'Banking,' provide institutional details along with your usernames, passwords, ATM PINs, and security images if applicable.
10. Record details for 'Stocks, Bonds, and Securities' under respective institutions, websites, and access credentials.
11. In the 'Income Taxes' section, fill out details of federal and state income tax payments, along with their respective access information.
12. Fill out the 'Retirement' section with the institutions you have accounts with, including usernames and passwords.
13. Complete the 'Insurance' section by detailing health, life, and property insurance institutions and their access details.
14. In the 'Credit Cards' section, provide your credit card institutions along with their website information and access credentials.
15. List any 'Debts' you have, including mortgage, car loans, or student loans, and the respective institutions and access information.
16. Record your utility institutions, including electricity, gas, internet, and phone services, with usernames and passwords.
17. In the 'Businesses' section, document the online businesses you are associated with and access information.
18. List your social network accounts, detailing usernames and passwords, along with your desired disposition.
19. For 'Digital Media Accounts,' include your accounts with platforms like Netflix and iTunes along with their access information.
20. Document any loyalty programs you are a part of, providing relevant usernames and passwords.
21. Finally, fill in any other accounts you wish to manage, ensuring all usernames and passwords are complete.
22. Once you have filled out all sections, review your information carefully. You can then save changes, download, print, or share the completed form as needed.

Complete your Digital Estate Information online today to safeguard your valuable digital assets.