Digital Estate and Account Inventory
Record online accounts and how access should be handled.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Help me create an inventory of my online and financial accounts for planning purposes. Categories of accounts I have: [CATEGORIES]. People I trust: [TRUSTED_PEOPLE]. Devices and password manager setup: [SECURITY_SETUP]. Produce an inventory template as a table with Account | Provider | Purpose | Who should be informed | Handling wishes. Do not list passwords. Explain the idea of a password manager emergency access feature and a sealed instruction document in general terms, with security cautions. Add a list of questions to ask a solicitor or similar professional in [JURISDICTION] about legal authority over digital accounts and mark every legal statement [VERIFY]. Include a half-yearly update routine. This is organisation support, not legal advice. Add a short section on what to do with accounts that have legal or financial value (for example payment platforms and cloud storage with important files) versus social accounts, in a two-column list. Include a reminder to record which phone number or email unlocks each account, and to keep the master list in two secure places that a trusted person knows about. Give me a framework rather than a verdict. No product picks, no return forecasts, and any tax or legal statement needs a [JURISDICTION] note and a [VERIFY] flag.
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