Plan for Your Digital Legacy Just Like Your Physical One
Your Digital Life Deserves a Thoughtful Plan
From email accounts and photo libraries to online banking and cryptocurrency, our digital lives have become valuable — and often deeply personal. Yet many estate plans overlook them. We help you create a plan to protect, control, and pass on your digital assets securely and legally.
What Are Digital Assets?
Digital assets include any online accounts, digital files, or electronically stored information that holds personal, sentimental, or financial value. Without clear instructions, loved ones may lose access — or face legal and technical roadblocks.
Social Media Accounts
Decide who can manage, close, or memorialize accounts like Facebook or Instagram.
Online Banking & Investment Accounts
Ensure trusted individuals can access or close online accounts with financial value.
Subscriptions & Digital Tools
Prevent ongoing charges or lockouts on platforms like PayPal, Amazon, or Netflix.
Our process makes it easier for your loved ones to access important information, avoid technical dead-ends, and follow your wishes with clarity.
We Help You Plan & Protect Digital Assets Like:
Passwords and login credentials
Digital photo and video collections
Social media and email accounts
Online payment and investment accounts
Encrypted files and backups
Cryptocurrency wallets and NFTs
Even with a will or trust, many platforms won’t release access without specific digital authorization. This can lead to lost assets, emotional distress, or long, costly delays.
Without a Digital Estate Plan, You Risk:
Inaccessible sentimental files or photos
Ongoing subscriptions or identity risks
Financial loss from unrecoverable accounts
Legal battles with tech platforms
Extra stress on surviving family or executors
Frequently Asked Questions About Digital Assets
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Can I include digital asset instructions in my will?
Yes, but we also recommend a separate, secure digital asset inventory with access details that can be updated regularly.
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Is naming a digital executor necessary?
It’s very helpful. A digital executor can be named in your estate plan to specifically manage online assets.
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How do I keep passwords safe but accessible?
Any time there’s a major life event (marriage, divorce, birth, death) or at least every few years during review.
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What if I own cryptocurrency?
We’ll help document your holdings, wallet keys, and transfer preferences so your assets are protected and retrievable.
Digital Asset Planning Is Especially Important If You:
Use password managers or cloud storage
Own cryptocurrency or NFTs
Store sentimental files online
Manage digital business or freelance assets
Want to protect identity & legacy online
Haven’t listed digital accounts in your estate plan
