Account Awareness
List important accounts so loved ones know where to look without guessing.
End-of-Life Preparation Guide
Password List & Digital Access
Digital access planning helps loved ones know which online accounts, devices, emails, and important digital files exist, without leaving sensitive passwords exposed in an unsafe place.
This page is for general education and organization only. Do not write full passwords, PINs, security codes,
or private login details on an unsecured worksheet.
What this page helps you do
- List important digital accounts
- Note where passwords are stored safely
- Identify email and device access needs
- Record trusted digital contacts
- Preview or print a safe digital access worksheet
Plain-English Explanation
Why digital access planning matters
Many important parts of life are now digital. Email accounts, phones, online banking, photo storage, social media, subscriptions, cloud files, medical portals, and bill payment accounts may all contain information loved ones need later.
The goal is not to print every password and leave it somewhere unsafe. A better approach is to make a secure inventory that explains which accounts exist, where access instructions are stored, and who should be trusted to help when needed.
Digital access planning can help prevent lost photos, missed bills, locked accounts, forgotten subscriptions, or confusion about important online records.
Why It Matters
A digital access plan can make things easier for family.
When loved ones do not know which accounts exist or how to find key information, they may struggle to close accounts, access photos, manage bills, or locate important documents.
Safe Password Storage
Record where passwords are kept securely instead of printing sensitive login details.
Device Access
Help trusted people know which phone, tablet, computer, or email account may be important.
Before You Organize Your Notes
Digital information to think through
Use this section to make a safe overview. Avoid writing full passwords, PINs, private codes, or sensitive login details on an unsecured page.
Email Accounts
Main email addresses, backup emails, recovery emails, and which account receives important notices.
Devices
Phone, tablet, computer, smart watch, password manager, two-factor authentication apps, or backup devices.
Password Storage
Where passwords are stored safely, such as a password manager, locked folder, safe, or trusted professional.
Financial Accounts
Online banking, retirement portals, investment accounts, insurance accounts, and bill payment websites.
Personal Accounts
Photos, cloud storage, social media, subscriptions, shopping accounts, and important online services.
Trusted Contact
The person who should know where digital access instructions are stored and what your wishes are.
Important Safety Tip
Use this as a map, not a password sheet.
A safe digital access plan should help loved ones find the right accounts and know where secure instructions are kept. It should not expose passwords, PINs, security answers, recovery codes, or full account numbers in an easy-to-find worksheet.
Printable Worksheet
Digital Access Inventory Notes
Use this worksheet to create a safe overview of important digital accounts and access locations. Do not include full passwords, PINs, security codes, or sensitive login details.
Digital Access Inventory Notes
Use this worksheet to help trusted loved ones know where important digital information may be found.
1. Basic Information
Full legal name:
Date:
Trusted person who knows about this plan:
2. Main Email Accounts
Primary email account:
Backup or recovery email:
Where email access instructions are stored securely:
3. Devices
Phone:
Tablet:
Computer:
Where device access instructions are stored securely:
4. Password Storage
Password manager or secure storage method:
Where access instructions are kept:
Trusted person who knows where to find them:
5. Important Digital Accounts to List
- Email accounts
- Banking or financial portals
- Insurance accounts
- Medical portals
- Social media accounts
- Photo or cloud storage
- Subscription services
- Shopping accounts
- Utilities or bill payment accounts
6. Account Overview
Account or service name:
Purpose of account:
Where access instructions are stored:
Notes for trusted person:
7. Questions to Think About
- Who should know where my digital access instructions are stored?
- Which email account receives the most important notices?
- Where are my photos and important digital files stored?
- Which subscriptions or automatic payments should be reviewed?
- What accounts should be closed, memorialized, or transferred later?
Reminder: Do not write full passwords, PINs, recovery codes, security answers, or private login details on an unsecured worksheet.
Common Questions
Password List & Digital Access FAQ
Should I print all my passwords on this worksheet?
No. This worksheet is meant to be a safe overview, not a full password sheet. Keep passwords, PINs, and recovery codes in a secure place.
What is the safest way to store passwords?
Many people use a trusted password manager or a secure written system stored somewhere safe. The best option depends on comfort level, security needs, and trusted support.
Why is email access so important?
Email is often used for password resets, account notices, bills, subscriptions, medical portals, and financial communication. Knowing which email is most important can help loved ones know where to start.
Who should know about my digital access plan?
A trusted person such as a spouse, adult child, executor, agent under power of attorney, or advisor may need to know where the plan is stored. Sensitive login details should still be protected.