---
title: "List digital-asset and online-account steps for the estate"
url: "https://ailawframework.com/practice/wills-estates-probate-and-succession/list-digital-asset-and-online-account-steps-for-the-estate"
type: "task"
site: "AI Law Framework"
id: "A17-T1-R12"
practice_area: "Wills, Estates, Probate & Succession"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-09-23"
---

# List digital-asset and online-account steps for the estate

> From the instructions and device/account list, draft a steps list (access, 2FA, exchange, social media) and a document request.

Canonical page: https://ailawframework.com/practice/wills-estates-probate-and-succession/list-digital-asset-and-online-account-steps-for-the-estate  
Last reviewed: 2026-09-23

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Wills, Estates, Probate & Succession](https://ailawframework.com/practice/wills-estates-probate-and-succession.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | From the instructions and device/account list, draft a steps list (access, 2FA, exchange, social media) and a document request. |
| What the lawyer must review | Check whether access needs a grant or provider process Do not use the deceased's passwords unlawfully |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

- What the AI does: From the instructions and device/account list, draft a steps list (access, 2FA, exchange, social media) and a document request.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [Commonwealth](https://ailawframework.com/practice/wills-estates-probate-and-succession/list-digital-asset-and-online-account-steps-for-the-estate/commonwealth.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*