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How to Handle a Loved One’s Phone, Email, and Online Accounts After They’re Gone

Leaving accounts open can drain money, expose private info, or shut down income streams.   

What Brought You Here?

I just lost someone

I don’t have access to anything, just a mess to clean up and no idea where to begin.

I’m helping someone with memory loss

Dementia or Alzheimer’s is making it harder for them to manage their accounts. I need to step in before things get worse.

I want to get my own digital house in order

I want to make things easier for my family someday, but I’m not sure what I’m supposed to plan for.

Meet Paula Rice

Digital Estate Planning Consultant

I help you take control of your digital assets through simple, actionable guidance. With over 30 years of experience in IT, I specialize in making complex topics easy to understand. Whether it’s social media accounts, cherished photos, or online subscriptions, I’ll guide you through the process of organizing and planning your digital estate. My goal is to help you protect your digital legacy, reduce stress for your loved ones, and make digital estate planning less intimidating.

Prepare

Laying the Foundation

Start by understanding your digital assets and why they matter.

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  • Create a list of all your accounts, even dormant ones.

  • Think through the risks and options for each asset.

  • Build a clear picture of your digital footprint.

You'll Use:

The Free Digital Estate Planning Guide

Plan

Creating a Clear Strategy

Now it’s time to map out your plan.

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  • Decide what happens to each asset - close, transfer, or memorialize.

  • Assign tasks to trusted people and set timelines.

  • Write down your decisions in a way that’s easy to follow.

You'll Use:

Digital Estate Planning Templates

The Digital Asset Estate Planning Book

Finalize & Maintain

Securing & Updating the Plan

Keep your plan up to date and easy to access.

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  • Add it to your overall estate plan with an attorney’s help.

  • Review it regularly as things change.

  • Let your executors know about updates so they’re always prepared.

You'll Use:

Need help, or a second set of eyes on your digital estate plan? I’m here!

The Path to Getting Your Digital House in Order

Book Now

Start Planning Your Digital Legacy

Digital Asset Estate Insights

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Contact
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