It's Time to Get Your (Digital) House in Order

Digital asset estate planning

The reality is our lives exist in two places: the physical world and the digital world. We’re careful about planning for physical assets like homes, cars, and heirlooms, but what about our digital assets—things like social media profiles, financial accounts, email logins, photos, and cloud storage?

For many people, the idea of a “digital estate plan” might sound complicated or unnecessary. That’s why this site, along with our tools and guides, is here: to help you or your loved ones navigate this process simply and clearly—even for the non-tech-savvy.

Think about the memories stored in your family’s cloud accounts—decades of photos and videos, holiday playlists, or digital journals. These aren’t just “accounts”; they’re your family’s legacy. On a more practical level, without a digital plan:

• Subscriptions may keep auto-charging.

• Email or banking accounts could get locked, leaving loved ones stuck.

• Unattended accounts might become targets for hackers or identity thieves.

Whether you’re organizing your own affairs or helping someone else, ignoring digital assets can create unnecessary stress for the people left behind.

The good news? You don’t need to be a tech expert to get started. We’ve created resources that are straightforward and manageable. Here’s how to help yourself—or someone else—begin:

1. Make a List: Start with the basics. Phones, emails, social media, and financial accounts.

2. Decide What Happens: Should accounts be deleted, memorialized, or handed off?

3. Document Everything: Use tools (like password managers) to organize credentials securely.

4. Name a Digital Executor: Choose someone you trust to follow through with your wishes.

If you’re helping a parent or relative who isn’t “tech-savvy,” break it down step by step. Start small. The Quick Start Guide is available today to help you take those first steps.

Digital asset estate planning isn’t just about organization; it’s about leaving a gift of clarity. By taking time now to sort out your digital life, you’re saving your loved ones from frustration, confusion, and unnecessary costs.

Whether you’re planning for yourself or helping someone else take the first step, you’re not alone. The book is coming soon, and we’ll be kicking off 2025 with webinars to help guide you through the process. Watch for signup details on the site!

It’s time to get your (digital) house in order. Start today. You—and your loved ones—will be grateful you did.