Digital Estate Assessment Questionnaire | Mylennium

Digital Estate Assessment Questionnaire

Identify how you use digital technology and the size of your digital footprint.  Help your personal representative, executor, or trustee identify your digital assets as well as provide a starting point for discussion with trusted family members, an estate executor, or an estate planning professional.

This survey should take no more than five minutes. Once completed, a PDF copy will be emailed to you.

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First tell us about your personal digital assets.
I use email to communicate with family, friends or business associates.
I use multiple digital devices (desktop, laptop, smartphone, tablet).
I store digital assets such as documents, photos, and videos on my digital devices.
I store documents, photos, and videos using online services such as Google Docs, SkyDrive, iCloud, Flickr, Google Photos, SmugMug, YouTube, or Vimeo.
I use social network sites such as Facebook, Twitter, Instagram, Pinterest, LinkedIn, and Youtube.
I maintain an online genealogy account that stores family history information (Ancestry, MyHeritage, FamilySearch).
Some online services I use have a Terms of Service Agreement that prohibits a third party from accessing my account even with my permission. (If unsure, the answer is likely Yes!)
I use a digital legacy (end-of-life planning) site to store digital assets or other important estate planning information.
I maintain a personal blog on a service such as WordPress, Tumblr, or Blogger.
I maintain an electronic address book to store personal and professional contact information.
I have recurring charges for subscription-based online services or products.