DIGITAL ASSET INVENTORY

(Colorado)

This Digital Asset Inventory is prepared by [FULL LEGAL NAME] on [DATE].

1. OWNER INFORMATION

• Full Name: [FULL LEGAL NAME]
• Address: [ADDRESS]
• Phone: [PHONE]
• Email: [EMAIL]

2. AUTHORIZED FIDUCIARY

• Primary Fiduciary/Agent: [NAME]
• Relationship: [RELATIONSHIP]
• Phone/Email: [PHONE/EMAIL]
• Successor Fiduciary: [NAME]

[// GUIDANCE: Confirm appointment in will, trust, or power of attorney.]

3. ACCESS METHOD (DO NOT LIST PASSWORDS)

☐ Password manager name and emergency access details: [PASSWORD MANAGER + ACCESS METHOD]
☐ Hardware token/2FA backup location: [LOCATION]
☐ Written credentials stored at: [LOCATION]
☐ Other access instructions: [DETAILS]

4. DIGITAL ASSET CATEGORIES

Check all that apply and list details below.

☐ Email accounts
☐ Social media
☐ Cloud storage
☐ Financial/Banking apps
☐ Cryptocurrency wallets/exchanges
☐ Domain names/websites
☐ Online businesses/stores
☐ Rewards/loyalty programs
☐ Digital photos/videos
☐ Subscriptions/licensing
☐ Devices (phone, tablet, laptop)
☐ Other: [OTHER]

5. ACCOUNT DETAILS

Use one row per account or asset.

6. DEVICE INVENTORY

List devices that store or enable access to digital assets.

7. SPECIAL INSTRUCTIONS

• Memorialization preferences for social media: [INSTRUCTIONS]
• Data deletion timeline: [INSTRUCTIONS]
• Business continuity steps: [INSTRUCTIONS]

8. UPDATE LOG

☐ Updated on [DATE] by [NAME]
☐ Updated on [DATE] by [NAME]

[// GUIDANCE: Review at least annually or after major account changes.]