Digital Accounts & Legacy Checklist

The Funeral Program Site recommends organizing digital accounts and online access details in one secure place, so your loved ones can handle notifications, memorialization requests, subscriptions, photos, and important files without confusion. This Digital Accounts & Legacy Checklist helps you document what accounts exist, where key files are stored, who should have access, and what you want done with each account. Complete the form below and save as a PDF, or download blank Digital Accounts & Legacy Checklist and fill out.

Digital Organizer Details

Core Email + Phone Access

Password Manager + Recovery (Recommended)

Social Media + Online Profiles

Subscriptions + Bills (Digital Services)

Financial Accounts + Payments (Online Access)

Photos, Files, and Digital Memories

Devices + Access (MAC / PC / Tablets)

Legacy Wishes (What You Want Done)

Where Copies Are Stored + Who Has Access

Tip: For safety, avoid typing actual passwords into an online form. Instead, note where the password manager or sealed instructions are stored and who is authorized to access them.