New Mexico Digital Asset Inventory
NEW MEXICO DIGITAL ASSET INVENTORY
Pursuant to the Revised Uniform Fiduciary Access to Digital Assets Act
NMSA 1978, Chapter 46, Article 13 (Sections 46-13-1 through 46-13-18)
LEGAL FRAMEWORK UNDER NEW MEXICO LAW
New Mexico adopted the Revised Uniform Fiduciary Access to Digital Assets Act ("RUFADAA"), effective January 1, 2018, through Laws 2017, Chapter 72. This law governs fiduciary access to digital assets and provides a legal framework for managing digital property after death or incapacity.
Priority of User Direction (Three-Tier Hierarchy)
Under NMSA 1978, Section 46-13-4, user direction controls digital asset disclosure in the following order of priority:
-
Online Tools: A direction through a custodian's online tool overrides a contrary direction in a will, trust, power of attorney, or other record if the tool lets the user modify or delete the direction at all times. Check the tool's terms and the user's actual direction.
-
Estate Planning Documents: If the user has not given direction through an online tool under § 46-13-4(A), or the custodian has no online tool, a user may allow or prohibit disclosure in a will, trust, power of attorney, or other record. A direction under § 46-13-4(A) or (B) overrides only contrary terms-of-service provisions that did not require the user's separate, affirmative assent.
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Terms of Service: If no effective user direction controls, review the custodian's terms of service and applicable law. Separately assented-to terms are not displaced by § 46-13-4(C) merely because a user later records a contrary direction.
Fiduciary Authority Under RUFADAA
Under NMSA 1978, Section 46-13-15, fiduciaries have the following authority:
- A fiduciary with authority over the property of a decedent, protected person, principal, or settlor has the right to access any digital asset in which that person had a right or interest, provided the asset is not held by a custodian or subject to a terms-of-service agreement.
- The legal duties imposed on a fiduciary managing tangible property apply equally to the management of digital assets.
- A fiduciary's authority is subject to applicable terms of service, other applicable law (including copyright law), and is limited by the scope of the fiduciary's duties.
Custodian Disclosure Options
Under NMSA 1978, Section 46-13-6, when disclosing digital assets, a custodian may at its sole discretion:
- Grant a fiduciary full access to the user's account;
- Grant partial access sufficient to perform the tasks with which the fiduciary is charged; or
- Provide a copy of any digital asset the user could have accessed if alive and with full capacity.
PART 1: OWNER INFORMATION
Full Legal Name: [________________________________]
Date of Birth: [__/__/____]
Social Security Number (Last 4 Digits): XXX-XX-[____]
Current Address:
[________________________________]
[________________________________]
City: [________________________________] State: NM ZIP: [____]
Primary Phone: [________________________________]
Primary Email: [________________________________]
Date of This Inventory: [__/__/____]
PART 2: PERSON TO CONTACT / EXISTING FIDUCIARY
I identify the following person(s) to contact about my digital assets. Section 46-13-4 permits a disclosure direction in a qualifying record; this inventory does not itself appoint a personal representative, agent, conservator, or trustee. Confirm the person's legal authority in the applicable will, trust, power of attorney, or court appointment before requesting access.
Primary Contact / Existing Fiduciary
Name: [________________________________]
Relationship: [________________________________]
Address:
[________________________________]
[________________________________]
City: [________________________________] State: [____] ZIP: [____]
Phone: [________________________________]
Email: [________________________________]
Alternate Contact / Existing Successor Fiduciary
Name: [________________________________]
Relationship: [________________________________]
Address:
[________________________________]
[________________________________]
City: [________________________________] State: [____] ZIP: [____]
Phone: [________________________________]
Email: [________________________________]
PART 3: FIDUCIARY AUTHORIZATION PROVISIONS
Grant of Authority
I, the undersigned, direct custodians to disclose the selected assets to my fiduciary identified in Part 2, to the extent permitted by NMSA 1978, §§ 46-13-4 through 46-13-15, other applicable law, and the fiduciary's existing appointment. This direction does not itself appoint a fiduciary or guarantee direct account access. I request disclosure so the fiduciary may:
☐ Access the content of my electronic communications, including email, text messages, and private social media messages
☐ Access my digital assets that do not contain content of electronic communications (metadata, account records, catalogs)
☐ Manage, copy, delete, or transfer my digital assets
☐ Request termination of my accounts under NMSA 1978, Section 46-13-15(G), subject to the required written request and supporting authority
☐ Take any action reasonably necessary to manage my digital assets, including petitioning the court for additional authority
Scope of Authority
Select the scope of disclosure requested for the authorized fiduciary:
☐ Broad Disclosure: I allow disclosure of all digital assets and content of electronic communications listed in this inventory, subject to the custodian's disclosure options under § 46-13-6 and applicable law.
☐ Limited Disclosure: I allow disclosure only of the specific digital assets identified below, excluding the content of electronic communications unless expressly selected:
[________________________________]
[________________________________]
[________________________________]
☐ Categorical Disclosure: I allow disclosure of the following categories only:
☐ Financial accounts and records
☐ Business-related digital assets
☐ Domain names and websites
☐ Cryptocurrency and digital wallets
☐ Cloud storage and files
☐ Social media accounts (for memorialization or deletion only)
☐ Email accounts
☐ Subscription services
☐ Other: [________________________________]
Terms of Service Considerations
I understand that:
-
Many online service providers have their own terms of service that may limit or prohibit account transfer or access by third parties.
-
Under NMSA 1978, § 46-13-4(C), this direction overrides a contrary terms-of-service provision only if the provision did not require my affirmative action distinct from assenting to the terms of service.
-
The required documentation depends on whether the requester is a personal representative, agent, trustee, or conservator and whether the request seeks communication content, other assets, or account termination. See NMSA 1978, §§ 46-13-7 through 46-13-15.
-
My fiduciary may need to petition the court for additional authority if a custodian refuses to comply with disclosure requests.
PART 4: ACCESS CREDENTIALS STORAGE
IMPORTANT SECURITY NOTICE: Do NOT record actual passwords in this document. This section identifies WHERE and HOW your fiduciary can obtain access credentials.
Primary Credential Storage Method
☐ Password Manager
Application Name: [________________________________]
Master Password Location: [________________________________]
Emergency Access Feature Enabled: ☐ Yes ☐ No
Emergency Contact Designated: [________________________________]
☐ Physical Written Record
Storage Location: [________________________________]
Access Instructions: [________________________________]
Location of Safe/Lock Box Key: [________________________________]
☐ Secure Digital File
File Location: [________________________________]
Encryption Method: [________________________________]
Decryption Key Location: [________________________________]
☐ Attorney or Professional Fiduciary Custody
Name: [________________________________]
Firm: [________________________________]
Address: [________________________________]
Phone: [________________________________]
Two-Factor Authentication (2FA) Recovery
☐ Backup Codes Location: [________________________________]
☐ Recovery Phone Number: [________________________________]
☐ Hardware Security Key Location: [________________________________]
☐ Authenticator App Backup: [________________________________]
PART 5: DEVICE INVENTORY
List all devices that store or provide access to digital assets.
Device 1
☐ Desktop Computer ☐ Laptop ☐ Tablet ☐ Smartphone ☐ Other: [________]
Manufacturer/Model: [________________________________]
Serial Number/IMEI: [________________________________]
Physical Location: [________________________________]
Operating System: [________________________________]
Unlock Method: ☐ Password ☐ PIN ☐ Biometric ☐ Pattern ☐ None
Unlock Credentials Location: [________________________________]
Encryption Enabled: ☐ Yes ☐ No
Recovery Key Location: [________________________________]
Disposition Instructions:
☐ Transfer to: [________________________________]
☐ Securely wipe and dispose
☐ Donate after wiping
☐ Other: [________________________________]
Device 2
☐ Desktop Computer ☐ Laptop ☐ Tablet ☐ Smartphone ☐ Other: [________]
Manufacturer/Model: [________________________________]
Serial Number/IMEI: [________________________________]
Physical Location: [________________________________]
Operating System: [________________________________]
Unlock Method: ☐ Password ☐ PIN ☐ Biometric ☐ Pattern ☐ None
Unlock Credentials Location: [________________________________]
Encryption Enabled: ☐ Yes ☐ No
Recovery Key Location: [________________________________]
Disposition Instructions:
☐ Transfer to: [________________________________]
☐ Securely wipe and dispose
☐ Donate after wiping
☐ Other: [________________________________]
Device 3
☐ Desktop Computer ☐ Laptop ☐ Tablet ☐ Smartphone ☐ Other: [________]
Manufacturer/Model: [________________________________]
Serial Number/IMEI: [________________________________]
Physical Location: [________________________________]
Operating System: [________________________________]
Unlock Method: ☐ Password ☐ PIN ☐ Biometric ☐ Pattern ☐ None
Unlock Credentials Location: [________________________________]
Encryption Enabled: ☐ Yes ☐ No
Recovery Key Location: [________________________________]
Disposition Instructions:
☐ Transfer to: [________________________________]
☐ Securely wipe and dispose
☐ Donate after wiping
☐ Other: [________________________________]
PART 6: ONLINE ACCOUNT INVENTORY
SECTION 6A: FINANCIAL ACCOUNTS
Financial accounts may contain assets of significant monetary value. Under RUFADAA, your fiduciary has authority to access these accounts but may need to provide documentation to the custodian.
Account 1 - Financial
Institution/Platform: [________________________________]
Account Type: ☐ Bank ☐ Investment/Brokerage ☐ Retirement ☐ HSA/FSA ☐ PayPal/Venmo ☐ Other: [________]
Account Username/ID: [________________________________]
Associated Email: [________________________________]
Approximate Value: $[________________________________]
Credential Storage Location: [________________________________]
2FA Method: ☐ SMS ☐ Email ☐ Authenticator App ☐ Hardware Key ☐ None
Online Tool/Beneficiary Designation Used: ☐ Yes ☐ No
Disposition Instructions:
☐ Transfer funds to estate
☐ Transfer to designated beneficiary: [________________________________]
☐ Close account after transfer
☐ Other: [________________________________]
Account 2 - Financial
Institution/Platform: [________________________________]
Account Type: ☐ Bank ☐ Investment/Brokerage ☐ Retirement ☐ HSA/FSA ☐ PayPal/Venmo ☐ Other: [________]
Account Username/ID: [________________________________]
Associated Email: [________________________________]
Approximate Value: $[________________________________]
Credential Storage Location: [________________________________]
2FA Method: ☐ SMS ☐ Email ☐ Authenticator App ☐ Hardware Key ☐ None
Online Tool/Beneficiary Designation Used: ☐ Yes ☐ No
Disposition Instructions:
☐ Transfer funds to estate
☐ Transfer to designated beneficiary: [________________________________]
☐ Close account after transfer
☐ Other: [________________________________]
Account 3 - Financial
Institution/Platform: [________________________________]
Account Type: ☐ Bank ☐ Investment/Brokerage ☐ Retirement ☐ HSA/FSA ☐ PayPal/Venmo ☐ Other: [________]
Account Username/ID: [________________________________]
Associated Email: [________________________________]
Approximate Value: $[________________________________]
Credential Storage Location: [________________________________]
2FA Method: ☐ SMS ☐ Email ☐ Authenticator App ☐ Hardware Key ☐ None
Online Tool/Beneficiary Designation Used: ☐ Yes ☐ No
Disposition Instructions:
☐ Transfer funds to estate
☐ Transfer to designated beneficiary: [________________________________]
☐ Close account after transfer
☐ Other: [________________________________]
SECTION 6B: EMAIL ACCOUNTS
Email accounts often serve as recovery methods for other accounts and may contain content of electronic communications protected under the Stored Communications Act (18 U.S.C. Section 2701). Your express authorization is required for fiduciary access to email content.
Email Account 1
Provider: ☐ Gmail ☐ Outlook/Hotmail ☐ Yahoo ☐ iCloud ☐ ProtonMail ☐ Other: [________]
Email Address: [________________________________]
Credential Storage Location: [________________________________]
2FA Method: ☐ SMS ☐ Authenticator App ☐ Hardware Key ☐ Backup Codes ☐ None
Recovery Email: [________________________________]
Recovery Phone: [________________________________]
Online Tool Configuration:
☐ Google Inactive Account Manager configured
☐ Apple Legacy Contact designated
☐ Other online tool used: [________________________________]
Authorization for Content Access: ☐ Yes, fiduciary may access content ☐ No, metadata only
Disposition Instructions:
☐ Download and preserve all content
☐ Download specific folders: [________________________________]
☐ Delete account after preservation
☐ Memorialize (if available)
☐ Other: [________________________________]
Email Account 2
Provider: ☐ Gmail ☐ Outlook/Hotmail ☐ Yahoo ☐ iCloud ☐ ProtonMail ☐ Other: [________]
Email Address: [________________________________]
Credential Storage Location: [________________________________]
2FA Method: ☐ SMS ☐ Authenticator App ☐ Hardware Key ☐ Backup Codes ☐ None
Recovery Email: [________________________________]
Recovery Phone: [________________________________]
Online Tool Configuration:
☐ Google Inactive Account Manager configured
☐ Apple Legacy Contact designated
☐ Other online tool used: [________________________________]
Authorization for Content Access: ☐ Yes, fiduciary may access content ☐ No, metadata only
Disposition Instructions:
☐ Download and preserve all content
☐ Download specific folders: [________________________________]
☐ Delete account after preservation
☐ Memorialize (if available)
☐ Other: [________________________________]
SECTION 6C: SOCIAL MEDIA ACCOUNTS
Social media accounts may contain significant personal content and communications. Many platforms offer memorialization options that preserve the account without allowing new logins.
Social Media Account 1
Platform: ☐ Facebook ☐ Instagram ☐ Twitter/X ☐ LinkedIn ☐ TikTok ☐ YouTube ☐ Other: [________]
Username/Profile URL: [________________________________]
Associated Email: [________________________________]
Credential Storage Location: [________________________________]
2FA Enabled: ☐ Yes ☐ No
Legacy Contact/Memorialization Tool Configured: ☐ Yes ☐ No
Legacy Contact Name: [________________________________]
Authorization for Content Access: ☐ Yes, fiduciary may access content ☐ No
Disposition Instructions:
☐ Memorialize account
☐ Download content and delete account
☐ Delete account immediately
☐ Transfer to: [________________________________]
☐ Other: [________________________________]
Special Instructions: [________________________________]
Social Media Account 2
Platform: ☐ Facebook ☐ Instagram ☐ Twitter/X ☐ LinkedIn ☐ TikTok ☐ YouTube ☐ Other: [________]
Username/Profile URL: [________________________________]
Associated Email: [________________________________]
Credential Storage Location: [________________________________]
2FA Enabled: ☐ Yes ☐ No
Legacy Contact/Memorialization Tool Configured: ☐ Yes ☐ No
Legacy Contact Name: [________________________________]
Authorization for Content Access: ☐ Yes, fiduciary may access content ☐ No
Disposition Instructions:
☐ Memorialize account
☐ Download content and delete account
☐ Delete account immediately
☐ Transfer to: [________________________________]
☐ Other: [________________________________]
Special Instructions: [________________________________]
Social Media Account 3
Platform: ☐ Facebook ☐ Instagram ☐ Twitter/X ☐ LinkedIn ☐ TikTok ☐ YouTube ☐ Other: [________]
Username/Profile URL: [________________________________]
Associated Email: [________________________________]
Credential Storage Location: [________________________________]
2FA Enabled: ☐ Yes ☐ No
Legacy Contact/Memorialization Tool Configured: ☐ Yes ☐ No
Legacy Contact Name: [________________________________]
Authorization for Content Access: ☐ Yes, fiduciary may access content ☐ No
Disposition Instructions:
☐ Memorialize account
☐ Download content and delete account
☐ Delete account immediately
☐ Transfer to: [________________________________]
☐ Other: [________________________________]
Special Instructions: [________________________________]
SECTION 6D: CLOUD STORAGE ACCOUNTS
Cloud storage may contain important documents, photographs, and other digital files of sentimental or financial value.
Cloud Storage Account 1
Provider: ☐ Google Drive ☐ iCloud ☐ Dropbox ☐ OneDrive ☐ Box ☐ Other: [________]
Account Email/Username: [________________________________]
Storage Capacity/Usage: [________________________________]
Credential Storage Location: [________________________________]
2FA Method: ☐ SMS ☐ Authenticator App ☐ Hardware Key ☐ None
Content Description: [________________________________]
Shared With Others: ☐ Yes - List: [________________________________] ☐ No
Disposition Instructions:
☐ Download all content to: [________________________________]
☐ Transfer ownership to: [________________________________]
☐ Maintain account for [____] months, then delete
☐ Delete immediately
☐ Other: [________________________________]
Cloud Storage Account 2
Provider: ☐ Google Drive ☐ iCloud ☐ Dropbox ☐ OneDrive ☐ Box ☐ Other: [________]
Account Email/Username: [________________________________]
Storage Capacity/Usage: [________________________________]
Credential Storage Location: [________________________________]
2FA Method: ☐ SMS ☐ Authenticator App ☐ Hardware Key ☐ None
Content Description: [________________________________]
Shared With Others: ☐ Yes - List: [________________________________] ☐ No
Disposition Instructions:
☐ Download all content to: [________________________________]
☐ Transfer ownership to: [________________________________]
☐ Maintain account for [____] months, then delete
☐ Delete immediately
☐ Other: [________________________________]
SECTION 6E: CRYPTOCURRENCY AND DIGITAL WALLETS
Cryptocurrency and digital wallet assets require special handling. Loss of private keys or seed phrases typically results in permanent loss of assets. These assets may have significant monetary value.
Cryptocurrency/Digital Wallet 1
Type: ☐ Bitcoin ☐ Ethereum ☐ Other Cryptocurrency: [________] ☐ NFTs ☐ Digital Wallet
Exchange/Wallet Provider: ☐ Coinbase ☐ Binance ☐ Kraken ☐ Hardware Wallet ☐ Software Wallet ☐ Other: [________]
Wallet Address (Public): [________________________________]
Account Email/Username: [________________________________]
Approximate Value: $[________________________________]
Hardware Wallet Location: [________________________________]
Seed Phrase/Recovery Key Location: [________________________________]
PIN/Password Location: [________________________________]
2FA Method: ☐ SMS ☐ Authenticator App ☐ Hardware Key ☐ None
Disposition Instructions:
☐ Transfer to beneficiary: [________________________________]
Beneficiary Wallet Address: [________________________________]
☐ Liquidate and transfer proceeds to estate
☐ Hold for [____] months, then liquidate
☐ Other: [________________________________]
Special Instructions: [________________________________]
Cryptocurrency/Digital Wallet 2
Type: ☐ Bitcoin ☐ Ethereum ☐ Other Cryptocurrency: [________] ☐ NFTs ☐ Digital Wallet
Exchange/Wallet Provider: ☐ Coinbase ☐ Binance ☐ Kraken ☐ Hardware Wallet ☐ Software Wallet ☐ Other: [________]
Wallet Address (Public): [________________________________]
Account Email/Username: [________________________________]
Approximate Value: $[________________________________]
Hardware Wallet Location: [________________________________]
Seed Phrase/Recovery Key Location: [________________________________]
PIN/Password Location: [________________________________]
2FA Method: ☐ SMS ☐ Authenticator App ☐ Hardware Key ☐ None
Disposition Instructions:
☐ Transfer to beneficiary: [________________________________]
Beneficiary Wallet Address: [________________________________]
☐ Liquidate and transfer proceeds to estate
☐ Hold for [____] months, then liquidate
☐ Other: [________________________________]
Special Instructions: [________________________________]
SECTION 6F: DOMAIN NAMES AND WEBSITES
Domain names and websites may have commercial value and require ongoing maintenance (renewal, hosting payments) to preserve.
Domain/Website 1
Domain Name: [________________________________]
Registrar: ☐ GoDaddy ☐ Namecheap ☐ Google Domains ☐ Cloudflare ☐ Other: [________]
Registration Expiration Date: [__/__/____]
Auto-Renewal Enabled: ☐ Yes ☐ No
Associated Email: [________________________________]
Hosting Provider: [________________________________]
Hosting Account Username: [________________________________]
Website Type: ☐ Personal Blog ☐ Business ☐ E-commerce ☐ Portfolio ☐ Other: [________]
Credential Storage Location: [________________________________]
Estimated Value: $[________________________________]
Revenue Generated: ☐ Yes - Approx. $[________]/month ☐ No
Disposition Instructions:
☐ Transfer to: [________________________________]
☐ Sell domain/website
☐ Allow to expire
☐ Maintain for [____] months
☐ Archive content and delete
☐ Other: [________________________________]
Domain/Website 2
Domain Name: [________________________________]
Registrar: ☐ GoDaddy ☐ Namecheap ☐ Google Domains ☐ Cloudflare ☐ Other: [________]
Registration Expiration Date: [__/__/____]
Auto-Renewal Enabled: ☐ Yes ☐ No
Associated Email: [________________________________]
Hosting Provider: [________________________________]
Hosting Account Username: [________________________________]
Website Type: ☐ Personal Blog ☐ Business ☐ E-commerce ☐ Portfolio ☐ Other: [________]
Credential Storage Location: [________________________________]
Estimated Value: $[________________________________]
Revenue Generated: ☐ Yes - Approx. $[________]/month ☐ No
Disposition Instructions:
☐ Transfer to: [________________________________]
☐ Sell domain/website
☐ Allow to expire
☐ Maintain for [____] months
☐ Archive content and delete
☐ Other: [________________________________]
SECTION 6G: SUBSCRIPTION SERVICES
Subscription services may incur ongoing charges that should be cancelled to prevent unnecessary estate expenses.
Subscription 1
Service Name: [________________________________]
Type: ☐ Streaming (Video) ☐ Streaming (Music) ☐ Software ☐ News/Magazine ☐ Gaming ☐ Professional ☐ Other: [________]
Account Email/Username: [________________________________]
Billing Method: ☐ Credit Card ☐ Bank Account ☐ PayPal ☐ Other: [________]
Monthly/Annual Cost: $[________________________________]
Renewal Date: [__/__/____]
Credential Storage Location: [________________________________]
Disposition Instructions:
☐ Cancel immediately
☐ Transfer to: [________________________________]
☐ Maintain for [____] months
☐ Other: [________________________________]
Subscription 2
Service Name: [________________________________]
Type: ☐ Streaming (Video) ☐ Streaming (Music) ☐ Software ☐ News/Magazine ☐ Gaming ☐ Professional ☐ Other: [________]
Account Email/Username: [________________________________]
Billing Method: ☐ Credit Card ☐ Bank Account ☐ PayPal ☐ Other: [________]
Monthly/Annual Cost: $[________________________________]
Renewal Date: [__/__/____]
Credential Storage Location: [________________________________]
Disposition Instructions:
☐ Cancel immediately
☐ Transfer to: [________________________________]
☐ Maintain for [____] months
☐ Other: [________________________________]
Subscription 3
Service Name: [________________________________]
Type: ☐ Streaming (Video) ☐ Streaming (Music) ☐ Software ☐ News/Magazine ☐ Gaming ☐ Professional ☐ Other: [________]
Account Email/Username: [________________________________]
Billing Method: ☐ Credit Card ☐ Bank Account ☐ PayPal ☐ Other: [________]
Monthly/Annual Cost: $[________________________________]
Renewal Date: [__/__/____]
Credential Storage Location: [________________________________]
Disposition Instructions:
☐ Cancel immediately
☐ Transfer to: [________________________________]
☐ Maintain for [____] months
☐ Other: [________________________________]
Subscription 4
Service Name: [________________________________]
Type: ☐ Streaming (Video) ☐ Streaming (Music) ☐ Software ☐ News/Magazine ☐ Gaming ☐ Professional ☐ Other: [________]
Account Email/Username: [________________________________]
Billing Method: ☐ Credit Card ☐ Bank Account ☐ PayPal ☐ Other: [________]
Monthly/Annual Cost: $[________________________________]
Renewal Date: [__/__/____]
Credential Storage Location: [________________________________]
Disposition Instructions:
☐ Cancel immediately
☐ Transfer to: [________________________________]
☐ Maintain for [____] months
☐ Other: [________________________________]
PART 7: ADDITIONAL DIGITAL ASSETS
Loyalty and Rewards Programs
| Program Name | Account Number/Username | Approximate Value | Disposition |
|---|---|---|---|
| [________________________________] | [________________________________] | [________] points/miles | ☐ Transfer ☐ Redeem ☐ Forfeit |
| [________________________________] | [________________________________] | [________] points/miles | ☐ Transfer ☐ Redeem ☐ Forfeit |
| [________________________________] | [________________________________] | [________] points/miles | ☐ Transfer ☐ Redeem ☐ Forfeit |
Gaming Accounts
| Platform/Game | Username | In-Game Assets Value | Disposition |
|---|---|---|---|
| [________________________________] | [________________________________] | $[________] | ☐ Transfer ☐ Delete |
| [________________________________] | [________________________________] | $[________] | ☐ Transfer ☐ Delete |
Professional/Business Accounts
| Service | Account | Purpose | Disposition |
|---|---|---|---|
| [________________________________] | [________________________________] | [________________________________] | [________________________________] |
| [________________________________] | [________________________________] | [________________________________] | [________________________________] |
PART 8: INSTRUCTIONS FOR AUTHORIZED FIDUCIARY
Immediate Actions Upon Incapacity or Death
-
Secure Physical Devices: Locate and secure all devices listed in Part 5 to prevent unauthorized access or data loss.
-
Access Credential Storage: Retrieve access credentials from the location(s) specified in Part 4.
-
Cancel Recurring Charges: Review and cancel subscription services listed in Section 6G to prevent unnecessary charges to the estate.
-
Secure Cryptocurrency: If cryptocurrency assets exist (Section 6E), secure hardware wallets and seed phrases immediately. These assets cannot be recovered if lost.
-
Preserve Evidence of Account Values: Document current balances and values of all financial accounts and cryptocurrency holdings.
Documentation Required for Account Access
Check the applicable route in NMSA 1978, §§ 46-13-7 through 46-13-15 before requesting disclosure or account termination. The documentation differs by fiduciary role and by the type of information requested:
- Personal representative of a deceased user (§§ 46-13-7 and 46-13-8): Submit a written request, certified death certificate, and certified letters of administration or testamentary (or a qualifying § 45-3-1201 small estate affidavit). For communication content, provide the user's consent record unless the user directed disclosure through an online tool. A custodian may request additional account evidence or a court finding.
- Agent under power of attorney (§§ 46-13-9 and 46-13-10): Submit a written request, the applicable power of attorney, and the agent's certification that it remains in effect. Disclosure of communication content requires express authority over that content. A custodian may request account identifiers or evidence linking the account to the principal.
- Trustee or conservator (§§ 46-13-11 through 46-13-14): Follow the applicable trust or court-order route. A conservator's § 46-13-14 disclosure request requires a certified court order granting authority over the protected person's digital assets.
- Account termination (§ 46-13-15(G)): Submit a written request with the role-specific authority document and, if the user has died, a certified death certificate. The custodian may request account identifiers, linking evidence, or a court finding.
If a Custodian Refuses Access
If a custodian refuses to comply with a disclosure request despite proper documentation:
-
Review the specific terms of service for the account in question.
-
Determine whether an online tool was configured that may override this document.
-
Consult with an attorney about applying to the New Mexico district court for an order directing compliance under NMSA 1978, Section 46-13-16(A), after the custodian has received the information required under §§ 46-13-7 through 46-13-15.
-
Document all communications with the custodian for court proceedings.
PART 9: GENERAL DISPOSITION INSTRUCTIONS
Digital Content Preservation Preferences
☐ Preserve All Digital Content: Download and preserve all digital photographs, videos, documents, and other personal files.
☐ Selective Preservation: Preserve only the following categories:
☐ Family photographs and videos
☐ Financial records
☐ Legal documents
☐ Business records
☐ Creative works (writings, art, music)
☐ Other: [________________________________]
☐ Minimal Preservation: Preserve only items necessary for estate administration.
Social Media Memorialization Preferences
☐ Memorialize accounts where available (Facebook, Instagram)
☐ Delete all social media accounts
☐ Download content before deletion
☐ Special instructions: [________________________________]
Data Deletion Timeline
After completion of estate administration, securely delete all remaining digital data within:
☐ 30 days ☐ 90 days ☐ 6 months ☐ 1 year ☐ Other: [________________________________]
Business Continuity (If Applicable)
If I operate an online business, my fiduciary should:
☐ Continue operations with designated successor: [________________________________]
☐ Sell the business
☐ Wind down operations over [____] days/months
☐ Other: [________________________________]
PART 10: ACKNOWLEDGMENT AND SIGNATURE
I, the undersigned, declare that I am the owner of the digital assets described in this inventory. I have created this inventory to provide direction for the management of my digital assets in accordance with the New Mexico Revised Uniform Fiduciary Access to Digital Assets Act (NMSA 1978, Sections 46-13-1 through 46-13-18).
I understand that:
-
This document supplements but does not replace my will, trust, or power of attorney.
-
An online-tool direction overrides a conflicting instruction in this document if the tool lets me modify or delete that direction at all times, as required by NMSA 1978, § 46-13-4(A).
-
My fiduciary's authority is subject to applicable terms of service and other laws, including federal laws such as the Computer Fraud and Abuse Act and the Stored Communications Act.
-
I should review and update this inventory regularly, particularly when I create new accounts or acquire new digital assets.
-
I should store this document securely and inform my authorized fiduciary of its location.
Owner Signature: ________________________________
Printed Name: [________________________________]
Date: [__/__/____]
PART 11: WITNESS ATTESTATION (OPTIONAL)
The undersigned witnesses declare that the Owner signed this Digital Asset Inventory in our presence, appeared to be of sound mind, and was not under duress or undue influence.
Witness 1:
Signature: ________________________________
Printed Name: [________________________________]
Address: [________________________________]
Date: [__/__/____]
Witness 2:
Signature: ________________________________
Printed Name: [________________________________]
Address: [________________________________]
Date: [__/__/____]
PART 12: NOTARY ACKNOWLEDGMENT (OPTIONAL)
STATE OF NEW MEXICO
COUNTY OF [________________________________]
On this [____] day of [________________________________], 20[____], before me, the undersigned notary public, personally appeared [________________________________], proved to me through satisfactory evidence of identification to be the person whose name is signed on the preceding document, and acknowledged that they signed it voluntarily for its stated purpose.
________________________________
Notary Public
My Commission Expires: [__/__/____]
[NOTARY SEAL]
UPDATE LOG
This inventory should be reviewed and updated at least annually or whenever significant changes occur to digital assets.
| Date | Description of Update | Updated By |
|---|---|---|
| [__/__/____] | [________________________________] | [________________________________] |
| [__/__/____] | [________________________________] | [________________________________] |
| [__/__/____] | [________________________________] | [________________________________] |
| [__/__/____] | [________________________________] | [________________________________] |
This template is designed for use in New Mexico pursuant to the Revised Uniform Fiduciary Access to Digital Assets Act (NMSA 1978, Sections 46-13-1 through 46-13-18). Digital asset laws vary by state and are subject to change. This document should be reviewed by a qualified New Mexico attorney before execution.
About this template
- Last updated
- February 4, 2026
- Jurisdiction
- New Mexico
- Category
- Estate Planning & Wills
Legal authority
- NMSA 1978, Section 46-13-1 et seq. (Revised Uniform Fiduciary Access to Digital Assets Act)
- NMSA 1978, Section 46-13-2 (Definitions)
- NMSA 1978, Section 46-13-4 (User Direction for Disclosure of Digital Assets)
- NMSA 1978, Section 46-13-6 (Procedure for Disclosing Digital Assets)
- NMSA 1978, Section 46-13-15 (Fiduciary Duty and Authority)
- NMSA 1978, Section 45-3-711 (Powers of Personal Representatives)
- NMSA 1978, Section 45-3-1201 (Small Estate Affidavit)
Estate planning documents decide what happens to your property, your children, and your medical care when you cannot make those decisions yourself. Wills, trusts, powers of attorney, and health care directives each serve different purposes and each have to meet state law requirements for signing, witnessing, and notarization. A document that looks fine on the page but was not executed correctly can be rejected in probate, which is exactly when it is too late to fix.
Not legal advice
This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Checked against the law it cites
The statutes this template relies on are listed under Legal authority.
NMSA 1978, § 46-13-4(A)-(C) (Laws 2017, ch. 72, § 4) (checked October 9, 2026): "If the online tool allows the user to modify or delete a direction at all times, a direction regarding disclosure using an online tool overrides a contrary direction by the user in a will, trust, power of attorney or other record."
NMSA 1978, § 46-13-4(C) (Laws 2017, ch. 72, § 4) (checked October 9, 2026): "A user's direction under Subsection A or B of this section overrides a contrary provision in a terms-of-service agreement that does not require the user to act affirmatively and distinctly from the user's assent to the terms of service."
NMSA 1978, § 46-13-2(N) (Laws 2017, ch. 72, § 2) (checked October 9, 2026): ""fiduciary" means an original, additional or successor personal representative, conservator, agent or trustee;"
NMSA 1978, § 46-13-6(A) (Laws 2017, ch. 72, § 6) (checked October 9, 2026): "When disclosing digital assets of a user under the Revised Uniform Fiduciary Access to Digital Assets Act, the custodian may at its sole discretion:"
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