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Florida Digital Estate Planning Checklist

A practical Florida worksheet for aligning the five documents that control your digital estate under Chapter 740 — will, revocable trust, durable power of attorney, digital asset inventory, and provider online-tool settings — so authority and access point the same direction.

The Florida Digital Estate Planning Checklist is a practical worksheet for making sure the people you trust can actually reach your digital life after death or during incapacity. It is built around Chapter 740 of the Florida Statutes — the Fiduciary Access to Digital Assets Act — which controls when a personal representative, trustee, or agent can access your online accounts, and in what order the law reads your documents and provider settings.

Most estate plans never reach the content of your email and messages, because a will that disposes of "all my property" does not carry the express consent Chapter 740 requires before a provider may release message content. This checklist walks through the five documents that control a Florida digital estate and the practical steps that make them work together — so authority and access point in the same direction.

It is a planning tool, not legal advice or a substitute for drafted documents. Cryptocurrency-heavy estates and blended families in particular should pair the checklist with attorney review.

What the checklist covers

  • The five documents that control a Florida digital estate, and how they rank under Chapter 740.
  • Express digital-asset language to add to your will, trust, and durable power of attorney.
  • How to build and store a digital asset inventory without exposing passwords or seed phrases.
  • Reconciling provider online-tool settings that legally override your will.
  • Special handling for cryptocurrency and self-custody recovery keys.

For the reasoning behind each item, see the article on the five documents that decide who controls your digital estate, and pair this with the blank Digital Asset Inventory. To have digital planning built into your plan, see the firm's Last Will + Digital Planning service.

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