Digital Assets Estate Planning Questionnaire

Personal Information

Full Name Email Address Phone Number Address

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Digital Assets Overview

List of Email Accounts (service, username/email) List of Social Media Accounts (platform, username) List of Financial Accounts (online banking, PayPal, crypto, etc.) Cloud Storage Accounts Other Important Digital Accounts

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Instructions & Access

Preferred Methods for Accessing Digital Assets Locations of Passwords or Instructions List Trusted Person(s) to Access Your Digital Assets

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Special Requests or Notes

Special Instructions for Specific Assets Additional Notes