Digital Asset Inventory - Arizona

DIGITAL ASSET INVENTORY

State of Arizona

Prepared Pursuant to A.R.S. § 14-13101 et seq. (Arizona Revised Uniform Fiduciary Access to Digital Assets Act)

CONFIDENTIALITY WARNING: This document contains sensitive information regarding digital accounts and assets. Store this document in a secure location, such as a fireproof safe, safe deposit box, or encrypted digital vault. DO NOT include actual passwords, PINs, private keys, or seed phrases in this document. Instead, reference a separate secure credential storage method.

ARTICLE I -- OWNER INFORMATION

Full Legal Name: [________________________________]

Date of Birth: [__/__/____]

Social Security Number (last 4 digits): XXX-XX-[____]

Primary Residence Address:
[________________________________]
[________________________________]
City: [________________________________] State: AZ Zip: [____]

Primary Telephone: [________________________________]

Primary Email Address: [________________________________]

Date This Inventory Prepared: [__/__/____]

Date Last Updated: [__/__/____]

Arizona Community Property Note: Under A.R.S. § 25-211, property acquired by either spouse during marriage generally is community property, subject to statutory exceptions. Digital assets acquired during marriage may therefore constitute community property. Both spouses should be identified if community property digital assets are included in this inventory. Consult with an Arizona estate planning attorney regarding the characterization of digital assets as separate or community property.

Spouse/Domestic Partner (if applicable): [________________________________]

ARTICLE II -- DIGITAL ASSET DISCLOSURE CONTACTS

List the person appointed under your will, trust, power of attorney, or court order who may need this inventory. This list does not appoint a fiduciary or authorize asset management or disposition. Under A.R.S. § 14-13104, a user may allow or prohibit disclosure to a fiduciary in a will, trust, power of attorney, or other record; an online tool may name a designated recipient.

Section 2.1 -- Primary Contact

Section 2.2 -- Successor Contact

Section 2.3 -- Disclosure and Task Preferences

Record preferences for the governing instrument. These choices do not expand a fiduciary’s authority, which is limited by the scope of the fiduciary’s duties and other applicable law (A.R.S. § 14-13115).

☐ Access the content of electronic communications (email, text, direct messages) per A.R.S. § 14-13107
☐ Access other digital assets (non-content) per A.R.S. § 14-13108
☐ Access a catalogue of electronic communications only (sender/recipient, date, time)
☐ Manage, distribute, copy, or delete digital assets
☐ Manage cryptocurrency wallets, exchanges, and blockchain-based assets
☐ Manage domain names, websites, and online businesses
☐ Terminate or memorialize social media accounts
☐ Continue or wind down online business operations
☐ Other: [________________________________]

Legal Note: Under A.R.S. § 14-13104(A), your direction through a custodian's online tool overrides a contrary direction in your will, trust, power of attorney, or other record only if the tool lets you modify or delete that direction at all times. Check each custodian's tool and record the direction for that account.

ARTICLE III -- CREDENTIAL ACCESS INSTRUCTIONS

IMPORTANT: Do NOT list actual passwords, PINs, private keys, or seed phrases in this document. Instead, describe how the Fiduciary may locate and access those credentials.

Section 3.1 -- Password Manager

☐ I use a password manager to store my credentials.

Section 3.2 -- Physical Credential Storage

☐ I maintain written credentials in a physical location.

Section 3.3 -- Two-Factor Authentication (2FA) Backup

☐ I use two-factor authentication on one or more accounts.

Section 3.4 -- Encryption Keys

☐ I use encryption for files or devices.

ARTICLE IV -- EMAIL ACCOUNTS

Pursuant to A.R.S. § 14-13107, disclosure of the content of electronic communications requires express consent from the user or a court order. Complete this section for each email account.

Disposition Instructions for Email Accounts:
[________________________________]
[________________________________]

ARTICLE V -- SOCIAL MEDIA ACCOUNTS

Online Tool Designations Made:
☐ Facebook Legacy Contact designated: [________________________________]
☐ Google Inactive Account Manager configured: ☐ Yes ☐ No
☐ Apple Legacy Contact designated: [________________________________]
☐ Other platform tools configured: [________________________________]

Special Social Media Instructions:
[________________________________]
[________________________________]

ARTICLE VI -- FINANCIAL ACCOUNTS AND DIGITAL BANKING

Arizona Community Property Note: Financial accounts acquired during marriage may include community property under A.R.S. § 25-211. This inventory does not determine ownership or how an account passes at death. Review the source of funds, any marital agreement, account title, and beneficiary designation with Arizona counsel.

ARTICLE VII -- CRYPTOCURRENCY AND BLOCKCHAIN ASSETS

Seed Phrase / Private Key Access:

CRITICAL: Loss of private keys or seed phrases may result in permanent, irrecoverable loss of cryptocurrency assets. Ensure the Fiduciary can access these credentials.

ARTICLE VIII -- DOMAIN NAMES, WEBSITES, AND ONLINE BUSINESSES

Online Business Accounts (e-commerce, advertising, affiliate):

ARTICLE IX -- CLOUD STORAGE AND DIGITAL FILES

ARTICLE X -- SUBSCRIPTIONS, MEMBERSHIPS, AND RECURRING SERVICES

Loyalty and Rewards Programs:

ARTICLE XI -- DEVICES

Device Access Notes:
[________________________________]
[________________________________]

ARTICLE XII -- LEGAL AUTHORITY AND ARIZONA-SPECIFIC PROVISIONS

Section 12.1 -- Governing Law

This inventory records information and disclosure preferences relevant to Arizona's Revised Uniform Fiduciary Access to Digital Assets Act, A.R.S. §§ 14-13101 through 14-13117. It does not appoint a fiduciary or transfer an asset.

Section 12.2 -- Priority of User Directions (A.R.S. § 14-13104)

Under Arizona law, the priority of directions regarding digital asset disclosure is:

1. Online Tool Direction -- A direction through the custodian's online tool overrides a contrary will, trust, power-of-attorney, or other-record direction only if the tool lets the user modify or delete that direction at all times (§ 14-13104(A)). It directs that custodian's disclosure.
2. Estate Planning Document Direction -- A direction in the user's will, trust, power of attorney, or other record takes second priority.
3. No User Direction -- The Act's disclosure rules still apply. For a deceased user, a personal representative may request the communications catalogue and other non-content digital assets under § 14-13108; the custodian must disclose them when the section's conditions are met, unless the user prohibited disclosure or a court directs otherwise.

Section 12.3 -- Fiduciary Authority Under Arizona Law

• Personal Representative (A.R.S. § 14-13107, § 14-13108): May request disclosure of digital assets of a deceased user. For electronic communication content under § 14-13107, the deceased user must have consented or a court must direct disclosure. The representative must provide a written request, certified death certificate, certified letters testamentary, a small-estate affidavit or a court order, and, unless the user directed disclosure through an online tool, a copy of the will or another record evidencing consent. The custodian may also request the account information or court findings listed in that section.
• Agent Under Power of Attorney (A.R.S. §§ 14-13109–14-13110): Disclosure of communication content requires a power of attorney expressly granting that authority. For the communications catalogue and other non-content assets, specific digital-asset authority or general authority to act for the principal may suffice, subject to the statute's other conditions.
• Trustee (A.R.S. § 14-13111 through § 14-13113): Authority depends on whether the trustee is the original user of the account.
• Conservator (A.R.S. § 14-13114): May request disclosure by providing required court documentation.

Section 12.4 -- Community Property Considerations

Arizona is a community property state. Digital assets acquired during marriage with community funds or effort may constitute community property. This includes but is not limited to:

• Cryptocurrency purchased with community funds
• Revenue-generating websites or online businesses developed during marriage
• Digital media libraries purchased with community funds
• Loyalty points and rewards earned during marriage

The surviving spouse should consult with an attorney regarding their community property rights in digital assets.

Section 12.5 -- Custodian Disclosure Options and Charge (A.R.S. § 14-13106)

A custodian may assess a reasonable administrative charge for disclosing digital assets under § 14-13106(B). The documents needed for a request depend on the fiduciary's role and the type of asset under §§ 14-13107–14-13114. Custodian compliance and immunity are addressed separately in § 14-13116.

ARTICLE XIII -- SPECIAL INSTRUCTIONS

[________________________________]
[________________________________]
[________________________________]
[________________________________]

ARTICLE XIV -- SIGNATURE AND ACKNOWLEDGMENT

I, the undersigned, declare that the information contained in this Digital Asset Inventory is true and correct to the best of my knowledge as of the date signed below. I understand that this document should be updated regularly and that it supplements but does not replace my will, trust, or power of attorney.

Owner Signature: ________________________________________

Printed Name: [________________________________]

Date: [__/__/____]

NOTARY ACKNOWLEDGMENT (Optional but Recommended)

STATE OF ARIZONA
COUNTY OF [________________________________]

On this [____] day of [________________], 20[____], before me, the undersigned Notary Public, personally appeared [________________________________], known to me (or proved to me on the basis of satisfactory evidence) to be the person whose name is subscribed to this instrument, and acknowledged that they executed the same for the purposes therein contained.

Notary Public Signature: ________________________________________

Printed Name: [________________________________]

My Commission Expires: [__/__/____]

[NOTARY SEAL]

ARTICLE XV -- UPDATE LOG

Best Practice: Review and update this inventory at least annually, or whenever you create, modify, or close a significant digital account or acquire new digital assets.

SOURCES AND REFERENCES

• Arizona Revised Statutes, Title 14, Chapter 13 -- Revised Uniform Fiduciary Access to Digital Assets Act: https://www.azleg.gov/arsDetail/?title=14
• A.R.S. § 14-13102 (Definitions): https://www.azleg.gov/ars/14/13102.htm
• A.R.S. § 14-13115 (Fiduciary Duty and Authority): https://www.azleg.gov/ars/14/13115.htm
• Uniform Law Commission -- RUFADAA: https://www.uniformlaws.org/committees/community-home?CommunityKey=f7237fc4-74c2-4728-81c6-b39a91ecdf22
• Arizona State Bar -- Estate Planning Resources: https://www.azbar.org