Digital Assets Inventory

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1 : Residence: Alarm Keyless Entry Phones: Home Phone Number Voice Mail Cell Phone Number Cell Phone Voice Mail Computers/Tablet: Home Computer (1) User- Home Computer (2) User- Home Computer (3) User- Tablet User- Office Computer User- Accounts: Personal Address (1) User- Digital Assets Inventory Client Spouse/Partner

2 Personal Address (2) User- Work Address (1) User- Work Address (2) User- Other Address User- Other Address User- Social Networking: LinkedIn Facebook Twitter YouTube Google Other

3 Other Financial Programs: Quicken Microsoft Money Other Financial Accounts: ATM/Debit Card (1) Card Number Pin ATM/Debit Card (2) Card Number Pin Bank Account (1) Bank Bank Account (2) Bank Bank Account (3) Bank

4 Brokerage Account (1) Bank Brokerage Account (2) Bank Mutual Fund Account (1) Bank password Mutual Fund Account (2) Bank Online Shopping / Bill Paying (Amazon, PayPal, Comcast, pharmacy, newspaper, etc): Account Account Account

5 Account Account Tax Preparation Software: Credit Cards: Card (1) Card (2) Card (3) Card (4)

6 Card (5) Domain s (website, blogs, flickr, Snapfish, Netflix, etc. Online Storage: Other:

7 Date Completed:

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