Banking and Credit Card Info
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1 Banking and Credit Card Info Digital Media or File Company Login Name Password Security Questions/Answers(?) What to do with Who should Access the Information? Beneficiary of Info? Bank s - Checking Savings Investment s IRA (inc 401K) Roth (inc Roth 401K) 529's Other s Paypal GooglePay ApplePay Credit Cards Banking 3/17/15 1 of 10
2 Digital Assets and s Cloud Storage Digital Media or File Company Login Name Password Security Questions/Answers(?) What to do with Who should Access the Information? Beneficiary of Info? Dropbox Box Onedrive Google Drive Amazon icloud Other Password Manager LastPass RoboForm 1Password Cloud Storage 3/17/15 2 of 10
3 Digital Assets and s Devices Digital Media or File Company Login Name Password Security Questions/Answers(?) What to do with Who should Access the Information? Beneficiary of Info? Computers Phones Tablets Video Game Systems Devices 3/17/15 3 of 10
4 Digital Assets and s E- Mail s Digital Media or File Company Login Name Password Security Questions/Answers(?) What to do with Who should Access the Information? Beneficiary of Info? E- mail 3/17/15 4 of 10
5 Client Name Digital Assets and s Home Related s Digital Media or File Company Login Name Password Security Questions/Answers(?) What to do with Who should Access the Information? Beneficiary of Info? Home - Home - Insurance Home - Lawn/Maintenance/Trash Home - Mortgage Home - Property Taxes Home - Security Home - Garage Door Taxes - Federal Taxes - State Taxes - Local Utilities - Gas Utilities - Electric Utilities - Telephone Utilities - Cable / Internet Cell Phone Auto - Fuel Auto - Insurance Auto - Payments Insurance - Disability Insurance - Life Insurance - Long Term Care Medical - Doctor/Dentist Medical - Prescriptions Medical - Health Insurance Child Care Education Children's Expenses Pet Care Home Related 3/17/15 5 of 10
6 Client Name Digital Assets and s Work Digital Media or File Company Login Name Password Security Questions/Answers(?) What to do with Who should Access the Information? Beneficiary of Info? Work s Work 3/17/15 6 of 10
7 Client Name Digital Assets and s Social Media Digital Media or File Company Login Name Password Security Questions/Answers(?) What to do with Who should Access the Information? Beneficiary of Info? Social Media Facebook Twitter LinkedIn Google AppleID Photo storage Flickr Videoconferencing (Skype) Online Gaming Website Blogs Other s Social Media 3/17/15 7 of 10
8 Digital Assets and s Software Digital Media or File Company Login Name Password Security Questions/Answers(?) What to do with Who should Access the Information? Beneficiary of Info? ing Financial Software 3/17/15 8 of 10
9 Digital Assets and s Subscriptions Digital Media or File Company Login Name Password Security Questions/Answers(?) What to do with Who should Access the Information? Beneficiary of Info? Amazon Kindle Netflix Subscriptions 3/17/15 9 of 10
10 Digital Assets and s Travel Related Information Digital Media or File Company Login Name Password Security Questions/Answers(?) What to do with Who should Access the Information? Beneficiary of Info? Travel Airline Miles Airline Miles Vacation club/ timeshare Travel 3/17/15 10 of 10
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