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: Arizona is a community property state under Ariz. Const. Art. XXV, § 1. Digital assets acquired during marriage may 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 -- DESIGNATED FIDUCIARY FOR DIGITAL ASSETS

Pursuant to A.R.S. § 14-13104, the Owner designates the following individual(s) as Fiduciary(ies) authorized to access, manage, and dispose of the Owner's digital assets upon incapacity or death.

Section 2.1 -- Primary Designated Fiduciary

Section 2.2 -- Successor Designated Fiduciary

Section 2.3 -- Scope of Fiduciary Authority

Pursuant to A.R.S. § 14-13115, the designated Fiduciary shall have the following authority (check all that apply):

☐ 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, if you have used an online tool provided by a custodian (e.g., Google Inactive Account Manager, Facebook Legacy Contact) to direct the custodian regarding your digital assets, that direction overrides any contrary direction in your will, trust, or power of attorney unless your will, trust, or power of attorney specifically addresses the online tool setting.

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 held in digital form that were funded with community property remain community property under Arizona law. The surviving spouse retains their community property interest regardless of account titling.

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 Digital Asset Inventory is prepared pursuant to and governed by Arizona's Revised Uniform Fiduciary Access to Digital Assets Act, A.R.S. §§ 14-13101 through 14-13117, effective 2016.

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 by the user through an online tool provided by the custodian (e.g., Google Inactive Account Manager) takes highest priority.
2. Estate Planning Document Direction -- A direction in the user's will, trust, power of attorney, or other record takes second priority.
3. Terms of Service Agreement -- The custodian's terms of service control if no user direction exists.

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, the personal representative must provide a written request, certified death certificate, certified letters testamentary or letters of administration, and (unless the user consented) a court order.
• Agent Under Power of Attorney (A.R.S. § 14-13109, § 14-13110): May request disclosure if the power of attorney specifically grants authority over digital assets.
• 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 Compliance (A.R.S. § 14-13106)

A custodian may charge a reasonable administrative fee for compliance with a fiduciary's request. The custodian may require the fiduciary to provide additional documentation as specified under A.R.S. § 14-13106, including a certified copy of the trust instrument or power of attorney, an affidavit stating the relevant provisions are in effect, and a court order if required.

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