Digital Asset Inventory

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Allen Butler
5 years ago
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1 asset-inventory The term digital assets refers to personal information that is stored electronically on a computer or an online cloud server account that belongs to an individual. Digital assets generally require a user name and/or password or PIN to access and can be difficult or impossible to retrieve if someone is incapacitated or passes away. Some digital assets have a monetary value while others have sentimental value. Either way, they are often very important to the people who create them. Use this worksheet to record all of your digital assets by category. Then keep it in a safe place and share it with your digital executor, and other trusted people who would need to have this information. Note that some accounts allow for twofactor authorization, so a note needs to be made about which accounts those are and how to access the second factor. Digital Asset Inventory Date of Creation or Review Name Address Vacation Home Address Business Address Home Phone Mobile Phone & Password Voic & Password Name Address Home Phone Mobile Phone Basic Information Digital Executor Contents Hardware - Software Devices, Archives, Password Managers, Software Licenses Communication , Social Networks, Messaging, Publications Entertainment Cloud Services Financial Management Online Services Personal Property Notes Photo, Video Streaming, Music, Gaming Cloud Storage, Blogging, Web Hosting Financial Services, Money Management, Insurance Shopping, Travel/Rewards, Organizations, Delivery Intellectual Property, Heirlooms

2 Devices Phones, computers, tablets, other Description Location Username Password Notes Arhives/Backups On-site backups, off-site backups, archives, Time Machine, Backblaze, Arq-Amazon S3 Description Location Username Password Notes Password Managers 1Password, Lastpass, Dashlane, personal spreadsheet Description Location Username Password Notes Software Licences Program Microsoft Office, iworks, Adobe CS, Quickbooks, Turbo Tax, Antivirus Software Subscription or Location Purchased? Renewal License Notes

3 Accounts Gmail, AOL, Yahoo, Hotmail, work-based, personally hosted Service Provider URL Address Username Password Secret Q&A Notes Social Networks Facebook, Twitter, LinkedIn, Instagram, Pinterest, Tumblr Service Provider URL Address Username Password Secret Q&A Notes Messaging Services Apple Messages, Yahoo Messenger, Skype, WhatsApp, Kik, Snapchat Service Provider URL Address Username Password Secret Q&A Notes Publication Newspapers, magazines, blogs Accounts Service Provider URL Address Username Password Secret Q&A Notes

4 Photography Snapfish, Shutterfly, Flickr, Instagram Video Streaming Netflix, Hulu, Amazon Prime, Vudu, Redbox Music itunes, Spotify, Pandora, Rdio, Lastfm Gaming Xbox Live, PlayStation Plus, Steam, Battle.net Service Provider URL Username Address Account Owner Password Secret Q&A Notes

5 Cloud Storage Dropbox, icloud, Google Drive, Microsoft OneDrive, SugarSync, Box Blogging Tumblr, Blogger, Wordpress, Weebly Web Hosting Hosting companies, domain registrars

6 Financial Accounts Banks, insurance, investments, automatic payment plans, credit unions, social security Payment/Money Mgt PayPal, Google Wallet, Mint, LearnVest, WePay, Quicken, Mint, TurboTax Insurance Life, accident, property, liability Virtual Currency Bitcoin, Farmville, Second Life, World of Warcraft

7 Shopping Amazon, Ebay, Target, Walmart, Best Buy, Etsy Travel/Rewards Organizations Clubs, Charities, Volunteer Organizations Food/Delivery Services

8 Intellectual Property Copyrighted materials, Trademarks, Other intellectual property Description Location Notes Heirlooms Photos, Home movies, Mememtos Description Location Notes Other Description Location Notes

9 Add notes here. Notes and Personal Thoughts

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