Is Your Digital Estate In Order?

If you spend time on the internet, you’re not just shopping or following the news, you’re probably also dealing with accounts and information that eventually can become part of your digital “estate.” And if this part of your estate isn’t properly looked after, it can create problems for your loved ones.

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You might be surprised at the number of digital assets and their passwords that we accumulate over time. Here are just some examples:

Bank Accounts/Online Bill Pay: Wells Fargo, Chase, etc.

Brokerage/Retirement Accounts: Fidelity, Vanguard

Loan Accounts: Auto, Home

Insurance:  Health, Auto, Life, Homeowners 
Social Security/Medicare

Credit Cards: MasterCard, Visa, Amex

Utilities: Gas, Electric, Water, Telephone, Mobile

Email: Gmail, Yahoo, AOL

Social Media: Facebook, Instagram, Twitter, Pinterest, Linked In

Shopping: Amazon, Costco, eBay, Etsy, PayPal

Online Storage: iCloud, Google Drive, Dropbox

Subscriptions: Netflix, Disney+, Amazon, Hulu. Kindle

Loyalty Accounts: Airline Miles, Hotel Points

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Do your loved ones know about all your accounts and have access to the passwords?

 

In some ways, managing a digital estate can be more challenging than dealing with a physical estate. We can help!  Let us work with you to create a detailed inventory of digital assets to help you reduce any “cyber-angst” your loved ones may feel when it’s time to deal with the digital presence you’ve left behind.