Digital Estate Plan

Done Deal

WHAT IS A DIGITAL ESTATE PLAN?

We live in a world of invisible information and assets. Social media accounts, automatic financial transactions, accounts in the cloud, website and blog content, personal digital assets like photos and videos, to say nothing of passwords, user codes, and log-in information up the kazoo. How do you organize it all? You need a Digital Estate Plan. What if you suddenly died or became incapacitated? Would your Executor, Power of Attorney, or authorized representative know about the existence of your “invisible” online and web-based accounts, the ones with no

statements or paper trail? Do the right people know how to log-in into your vital accounts? Do you know how to protect your information afterlife’, the digital information that goes on without you?

 

A Digital Estate Plan:

  • Centralizes invisible, digital information in one place.

  • Provides for the safe transference of passwords, user codes and other log-in information to authorized representatives.

  • Creates a “paper trail” for online or web-based accounts that have no tangible statements.

  • Accounts for digital assets that might be overlooked by an Estate.

  • Protects you from unauthorized access by digital mischief-makers.

WHAT IS A DIGITAL ESTATE PLAN CONSULTANT?

 

A Digital Estate Plan Consultant (DEPC) is an expert in the Digital Estate Plan (DEP). They are trained to create a DEP customized to their clients and customers. There are many benefits to adding ‘Digital Estate Plan Consultant’ to your professional credentials.

Benefits of Being a DEPC:

  • Provide a critical, cutting-edge service to clients and customers

  • Add more value to the services you currently offer

  • Discover a simple, low-tech way to extend your service line

  • Create an additional revenue stream

  • Enhance your credibility

  • Give your clients and customers peace of mind

HOW DO I BECOME A DIGITAL ESTATE PLAN CONSULTANT?

It’s easy! You don’t need any legal, financial or estate background so you can be a DEPC without

a lot of expensive training, education or certifications. Simply request the Digital Estate Plan Program document that describes all the trainings, materials, and information you will receive.

Send an email to judith@fileheads.net with DEP in the subject line or call us at 404-231-6172. You’ll also receive a sample Letter of Agreement which you are free to preview in advance. Once you sign the Agreement and pay the one-time upfront fee of $750.00, we’ll set up the trainings. At this time, the Program/trainings are conducted as a live Zoom course.

*Please note the Digital Estate Plan, the Digital Estate Plan Consultant, and the Digital Estate Plan Program and trainings are offered by judithkolberg.com, aka FileHeads Professional Organizers. The Program does not qualify you to perform legal, financial, or estate planning activities.

 

Buy The Book

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What if you suddenly died or became incapacitated?  Would your Executor, Power of Attorney, family or other authorized representatives know about the existence of your “invisible” online and web-based accounts, the ones with no statements or paper trail? Do the right people know how to log-in into your vital accounts? While your family is planning your funeral and grieving your loss, criminals could be hijacking your Facebook account. Do you know how to protect your ‘information afterlife’, the digital information that goes on without you?

Creating Your Digital Estate Plan is an easy-to-understand guide to:
 

  • Provide for the safe transference of digital information to your family and authorized representatives.
     

  • Account for digital assets that might be overlooked by your estate.
     

  • Protect your information afterlife from unauthorized access by identity thieves and other digital mischief-makers. 

Creating Your Digital Estate Plan is the best $10.00 you’ll ever spend. Loaded with critical cutting-edge information, it includes a link to a simple, customizable Digital Estate Plan form so you can make your own, personalized Digital Estate Plan.

"I put your Digital Estate Plan workshop to work the very next day with my client. They loved the idea!”

- Marcy Melton

Certified Professional Organizer

Frequently asked questions

Why Do I Need a Digital Estate Plan (DEP)?


You need a DEP so you can:

  • Identify hidden, invisible digital assets that may be overlooked by your estate such as balances in cloud-based accounts.
  • Pass log-in information to others, such as your Executor or Power of Attorney who may need to access your online and cloud financial accounts if you are incapacitated or die.
  • Prevent computer mischief and criminal activity like identity theft, hacking, and phishing by enabling authorized representatives to take down websites, email accounts and social media accounts.




When is the best time for me to do a DEP?


The best time to do a DEP is now. You want to be prepared in advance for any circumstance which requires you to share, manage or pass along your digital information and assets to others. There are also circumstances that make creating a DEP even more urgent or practical.

  • When you are organizing your tangible or electronic papers, files, or documents.
  • Prior to a scheduled medical procedure
  • As part of your regular estate planning preparation
  • As part of your disaster preparedness planning
  • During a major lifetime change such as retirement, divorce, or marriage
  • When you are preparing your taxes




What Financial accounts can I put on a DEP?


The key is to enter all financial accounts that have any automated transactions such as withdrawals, deposits, or transfer. These financial accounts can be online, in the cloud and at brick and mortal institutions including, but not limited to savings, checking, brokerage and retirement accounts.




Why should I list Social Media on my DEP?


For several reasons: If you are incapacitated or die, you might want an authorized representative to continue to maintain your social media account(s). Or you may want an authorized representative to save information from social media accounts prior to their removal or deletion. Or you might want your social media accounts deleted to prevent digital mischief such as identity theft by unauthorized people.




What Other Information Can I Enter on a DEP?


It’s prudent to include personal digital assets on your DEP such as log-in information to your website, blogs, and emails accounts. You might also want to include personal music or video collections, photos, and genealogy.

The pin #’s and passwords to your laptop, devices, home technology, and cell phone are also excellent data to include in a DEP.




How is the DEP secured?


The DEP is not saved to the hard drive of your computer or to a server of any kind so that is it safe from hacking or other computer mischief. Instead it is saved to an external USB or other external storage device. A copy is printed out as a tangible document and that document, together with the external storage device or USB is personally mailed, shipped or handed over to your Executor or other authorized representative much like your Will.




How is the DEP updated?


It is recommended to review your DEP for changes to passwords or other information twice per year.




Get Help with Your Digital Estate Plan


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