The Inventory

A comprehensive checklist of everything you should track. Use this as a reference, then download the template to create your own list.

Download the Template

Email & Communication

These are often the master keys to every other account. If your executor can access email, they can reset most other passwords.

Financial Accounts

Banking, investments, payment apps, and digital currencies.

Social Media

Decide for each: memorialize, delete, or transfer?

Cloud Storage & Photos

Where your documents, photos, and videos live.

Shopping & Retail

Subscriptions & Entertainment

Travel & Loyalty Programs

Healthcare

Government & Legal

Smart Home & IoT

These control physical access to your home and property. Often overlooked, but critical.

AI & Emerging Services

New category. Most of these have no legacy or death policies yet.

Devices & Hardware

Your executor needs to know what exists and how to unlock it.

Websites, Domains & Online Business

Other Accounts

Don't expect to check every box. Most people have 30–50 accounts, not 100+. Start with the ones that matter most: email, financial, and anything that controls access to your home.

Download the Inventory Template