Digital Asset Inventory

Record clues, not balances. Your family uses these clues to go through the legal transfer process.

💡 What this page does: You're mapping your digital world. What you record are clues (which platform, what account) — not balances. In Case organizes your clues by category. For finance and investment, we auto-generate step-by-step access guides when your trusted contact needs them. For creator and gaming, just leave login info for them. You leave the clues — we and the person you trust most will handle the rest.

Platform / Institution

Account / Card (last 4 digits)

Disposal Plan

Notes for your trusted contact (optional)

💡No need to fill in the access process. When your trusted contact retrieves these, the platform auto-generates a step-by-step guide based on each institution's latest policies.