Learn / Digital Estate Planning Checklist for Parents
Digital Estate Planning Checklist for Parents
As a parent, you're the center of a web of accounts, access codes, and information that your family depends on. If something happens to you, your partner and children need to be able to step in — for the bills, the insurance, the school accounts, and everything else.
Banking & Finance
- Document all bank accounts with account numbers and online login credentials
- List all investment and retirement accounts
- Record all credit cards and the bills they pay
- Note any automatic payments and when they're due
Insurance
- Document health insurance policy numbers and how to file claims
- Record life insurance policies and how to contact the insurer
- Note home, auto, and any other insurance policies
Digital Accounts
- Document email accounts and passwords
- Record social media accounts and your wishes for each
- List streaming and subscription services
- Document your phone passcode and Apple/Google account
Home & Utilities
- Record WiFi credentials and router access
- Document utility accounts and how to pay them
- Note any alarm codes or smart home access
Access & Instructions
- Designate a continuity contact who can step in
- Write instructions for what to do first
- Store documents where your family can find them
Put this into practice
A vault organizes all of this in one place — encrypted, accessible to the people you designate, and exportable as an offline document your family can use without any app.
Create your free vault →