ESTATE PLANNING

Whether you have already created an estate plan or are preparing to do so, this class will help you identify and organize the crucial digital information needed for a comprehensive and effective estate plan. Protect your digital legacy and ensure your wishes are carried out.

We'll guide you through seven key topics to consider:

• Digital Assets: Discover and catalog all your online accounts, including social media, email, and online banking.
• Liabilities: Identify and document any outstanding debts or financial obligations.
• Accounts: Organize information for all your financial accounts – bank accounts, investment accounts, and more.
• Documents: Locate and organize important digital documents like passwords, legal agreements, and tax records.
• Locations: Specify where to find important digital information, such as cloud storage links and device locations.
• Executor Path: Provide clear instructions and access to necessary information for your executor to manage your digital assets.

To help you get started, a downloadable Digital Assets Memorandum template is available. This valuable resource will assist you in organizing all the necessary information for a secure and well-planned digital estate. Ensure your digital assets are handled according to your wishes.