Getting Started: Tickler List

Blogged under Before, Preparation by BeforeYouAreGone on Tuesday 21 March 2006 at 8:49 pm

The phrase “Tickler List” is something I picked up from the Getting Things Done book. In this case, the list will consist of many types of online activities that you may be required to login under an account. Each of these need to be recorded in some fashion in order to assist others in recovering your information. Thus, the list is supposed to “tickle” that gray matter and help you remember online/offline accounts you may not recall using any time recently. So here is the tickler list for BeforeYouAreGone (broken down into a few categories):

Home Network

  • Firewall administration
  • ISP account
  • Any other network appliances (network storage, wireless devices, etc. that require a login/password).
  • Personal Computer login (if you use a password)
  • Network login (if you have a server setup on your home network)
  • Software licenses
  • Information related to which software products you use (and where they are located on your computer/network) for financial purposes.
  • Any procedures used for backup of information
  • Map of home network to show purpose of all equipment (each item labelled clearly on the map and on the equipment itself).
  • Identify any equipment on your network that no one in your household owns (i.e., leased cable modem, a rental computer for a specific project, a laptop that belongs to your place of employment).
  • Location of software installation disks and manuals.

Online Accounts

Identify which accounts have any financial information associated with them; i.e., which credit card is used for a shopping site, which payment site links directly to a checking/savings account, etc.

  • Email (IMAP/Exchange accounts, POP accounts, web-based clients)
  • Banking sites (indicate which ones are strictly checking/savings/creditcard etc.)
  • Credit Card accounts
  • Payment sites (i.e., Paypal)
  • Auction sites (i.e., eBay)
  • Shopping sites
  • Bill Pay sites
  • Utility company accounts (usually for bill pay purposes)
  • Stock trading
  • Mutual Funds
  • 401K / IRA accounts
  • Cell Phone accounts
  • User Groups (Yahoo!, Google, etc.)
  • Chat rooms (include information about which software to use if not accessed via a browser)
  • NewsGroups
  • Trade / Job-Related sites (i.e., sites for organizing announcing PC user group meetings; conference organizing sites)
  • Instant Messaging accounts
  • Voice over IP accounts (Skype, Vonage, etc.)
  • Domain Registrars
  • Web Hosting Accounts
  • FTP Logins for any sites you own
  • Portals / News Aggregators (My Yahoo!, My Google, etc.)
  • MySpace / Friendster sites
  • Web Logs (blogspot, typepad, blog software installed on a hosted site) - both personal blogs and those to which you are a registered contributor/author.
  • Job Hunting / Resume sites
  • Quicken / Turbotax Online logins
  • Client Account information (if a contractor)
  • Contractor Account information (if an employer)
  • Online web-based applications (Blinksale, Backpack, 30-boxes, etc.)
  • MMORPGs
  • Gaming sites (though this usually falls under User groups or Discussion Forums)
  • Online Gaming accounts (XBox Live)
  • Discussion Forums
  • Dating / Personal Ad sites
  • Pornography sites
  • College / School online account (either as a student or a teacher)
  • Library accounts
  • Video Rental sites (Netflix, Blockbuster, etc.)
  • Movie Ticket Sites
  • Concert Ticket Sites
  • iTunes / Media accounts
  • Gambling sites
  • P2P accounts (BitTorrent, etc.)
  • Audio streaming subscriptions (Pandora, MP3.com, etc.)
  • Video streaming accounts (YouTube, Google Video, etc.)
  • Photo sharing sites (Flickr)
  • File sharing sites
  • Magazine Subscription sites
  • Art supply sites (iStockPhoto)
  • Software support sites
  • Computer support sites
  • Fan sites (movie, music, sports)
  • Fantasy [sport] site

As you can see, the list is quite extensive and will continue to grow as users contribute more suggestions. These are just meant to give you something to think about. Many, if not all, can be associated with a financial asset that someone will have to handle after the owner moves on. There is so much that must be properly addressed.

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