facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Planning for digital assets

This worksheet is designed to help you gather information about your digital assets and create an initial plan for how you want them handled.

Once completed, it’s a good idea to share it with an advisor or lawyer who can assist you in incorporating your instructions into your power of attorney and your will. Review this worksheet regularly to add new digital assets and update any password changes.

Click on the image below to download a fillable pdf.

Click to download a fillable pdf.


Financial Advisor Websites by Twenty Over Ten Powered by Twenty Over Ten