Free Interactive Tool
Digital Legacy Vault
A guided checklist to inventory every digital asset you own — crypto, accounts, domains, and identities — so nothing is lost and everything passes cleanly to your heirs.
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Secure Document Storage
Purchased an Irrevocable Private Trust, 508(c)(1)(a), or 501(c)(3) package? Sign in to your member dashboard — your package documents appear there automatically after payment. You can also upload deeds, IDs, and estate files.
Member LoginCheck off each item as you document it. Tap a section title to collapse it.
Cryptocurrency & Digital Wallets
Online Financial Accounts
Cloud Storage & Data
Social Media & Digital Identity
Domain Names & Intellectual Property
Subscriptions & Services
Integrating Digital Assets Into Your Trust
Your digital assets should be explicitly included in your estate plan. Here's how:
- Include in your trust document: List all digital asset categories and your designated digital executor or successor.
- Provide inventory: Maintain an updated list of accounts, access instructions, and succession wishes (stored securely).
- Use a digital vault tool: Services like 1Password or Dashlane can share emergency access with designated heirs.
- Specify instructions: For each account, note whether heirs should preserve it, memorialize it, or delete it.
- Address cryptocurrency: Private keys and recovery phrases must be stored with explicit instructions for recovery and succession.
- Update regularly: Digital assets change frequently — review your vault annually.
- Consider a digital asset trust: Advanced trust structures can hold digital assets just like physical property.