Digital Asset Questionnaire Where is your House?” “Digital Desktop Computer Home Office Laptop Computer Hard Drives Thumb Drives Media (CDs, DVDs, discs, tapes, etc) Smart phone Tablet Cloud How is it accessed? Who else has access to your computers or cloud services? Who else knows some or all of your passwords? Where do you keep your passwords? List of Digital Assets Do you have a personal website? Where is it hosted? What providers to you use? (gmail, AOL, Cox, etc) What social media sites do you use? (Facebook, Twitter, etc) Do you belong to any online or organizations? Do you buy or sell goods on Ebay? Do you have PayPal account? Do you use online banking? Do you use online bill-paying services? What credit cards or bank accounts do they access to pay your bills? Do you pay your mortgage online? Do you have online investment accounts? Do you use any cloud services for file storage? Do you participate in any online collaboration services? (googledocs, etc) Do you use accounting software such as Quicken or Quickbooks? Where is the data located? Do you use any online accounting services? Do you use tax preparation software? Where is the data located? Do you use any online tax preparation software? Do you have an online business, or online component to your business? Selecting a Digital Fiduciary Will your fiduciary (Agent under a POA, Trustee or Personal Representative) be able to find and/or identify your digital assets? Will your fiduciary know what to do with your digital estate? Who can your fiduciary work with to sort through your Digital House? Select someone who: Understands your digital footprint systems, passwords, inventory, and – Knows how to look up, inventory, value and distribute your digital assets
Digital Asset Questionnaire Where is your “Digital House?” Desktop Computer Home Office Laptop Computer Hard Drives Thumb Drives Media (CDs, DVDs, discs, tapes, etc) Smart phone Tablet Cloud How is it accessed? Who else has access to your computers or cloud services? Who else knows some or all of your passwords? Where do you keep your passwords? List of Digital Assets Do you have a personal website? Where is it hosted? What providers to you use? (gmail, AOL, Cox, etc) What social media sites do you use? (Facebook, Twitter, etc) Do you belong to any online or organizations? Do you buy or sell goods on Ebay? Do you have PayPal account? Do you use online banking? Do you use online bill-paying services? What credit cards or bank accounts do they access to pay your bills? Do you pay your mortgage online? Do you have online investment accounts? Do you use any cloud services for file storage? Do you participate in any online collaboration services? (googledocs, etc) Do you use accounting software such as Quicken or Quickbooks? Where is the data located? Do you use any online accounting services? Do you use tax preparation software? Where is the data located? Do you use any online tax preparation software? Do you have an online business, or online component to your business? Selecting a Digital Fiduciary Will your fiduciary (Agent under a POA, Trustee or Personal Representative) be able to find and/or identify your digital assets? Will your fiduciary know what to do with your digital estate? Who can your fiduciary work with to sort through your Digital House? Select someone who: Understands your digital footprint – systems, passwords, inventory, and Knows how to look up, inventory, value and distribute your digital assets
Digital-Asset-Questionnaire-3-9-11.docx