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How to Create a Digital Account Inventory in Canada

A good inventory is a map, not a password list. It tells a trusted person what exists, why it matters and where approved access instructions are kept.

Use consistent fields

For each item, record the account category, provider, account owner, username or partial identifier if safe, purpose, approximate value or importance, intended action and the person responsible for follow-up.

Separate secrets from the inventory

Keep passwords, recovery codes, device PINs and wallet seed phrases in purpose-built secure storage. Your inventory can point to the existence of that storage and explain how an authorized person should request access.

Prioritize critical accounts

Begin with primary email, password management, mobile service, cloud storage and devices. These often affect recovery of other accounts. Then add financial, business, subscription, social and sentimental assets.

Keep an audit-friendly review habit

Date each review, remove obsolete entries and confirm that the named trusted people still make sense. Avoid emailing the full inventory or leaving an unencrypted copy in a shared folder.

Get planning information

Tell us what you are planning for and we will share relevant information as the service develops. Do not submit passwords, legal documents or other sensitive records.

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