Broker Check

Digital Assets Worksheet

We have created the Digital Assets Worksheet, a free tool which provides a detailed form to record and keep information regarding your life "online" valuable to your family, heirs, and associates in the event of your passing. 

You can use this document to consolidate logins and locations of your digital life:  website login information, travel rewards accounts, cloud storage locations, and so on. 

Remember to keep this document either digitally or printed as a hard copy in a secure location, since there is potentially a great deal of personal financial information contained in a filled out copy!