Although we often overlook it, organizing and documenting your digital assets has become an essential component of any estate plan.
Begin with taking stock or inventory of your personal and financial digital assets. Compile and separate them into personal categories: Personal (emails, videos, medical records, customer loyalty memberships), Social (Facebook, Instagram, Twitter, LinkedIn), Financial (bank documents and credit cards, tax documents), and Business (customer and vendor information, contact lists).
Learn more about next steps by watching the video below.
Planning for Your Digital Future - Part I
Social Media and Digital Assets
Your Digital Footprint
Planning For Your Digital Future