Tax and assets
Digital Assets and Online Accounts
How to prepare a safe inventory of important digital property without recording passwords.
- Reading time
- 6 minutes
- Last updated
- Author
- WillWise Editorial Team
What to identify
Digital assets can include online financial accounts, valuable digital property, domains, creative work, subscription services, social accounts and devices holding important information.
Start with categories and providers rather than credentials.
Keep credentials secure
Do not put passwords, recovery codes, private keys or security answers in WillWise, a will preparation report or an ordinary email. Record where secure access instructions are kept without copying the secrets themselves.
Prepare for a conversation
Note which accounts may have financial, practical or sentimental importance. A solicitor can discuss what information is useful and how digital assets fit within wider estate planning.
This guide is general information and is not legal or security advice.
Related guides
- Inheritance Tax: Preparation Questions
Information you may want to gather before asking a professional whether inheritance tax is relevant.
- Executors in Scotland
What an executor does and what to consider before discussing an appointment with a solicitor.
- When to Review or Update a Will
Life events and practical changes that may prompt a conversation with a Scottish solicitor.
