Digital Estate Planning

In today’s increasingly digital world, we leave behind far more than just personal paperwork. Our digital estate may include email accounts, social media profiles, cloud storage, digital subscriptions, online access credentials, data stored on computers and other devices, and digital assets such as licenses, music, films, stock photos, and cryptocurrency wallets.

But what happens to these accounts, assets, and data when we are no longer able to manage them ourselves? That is where digital estate planning becomes important. I help you put thoughtful arrangements in place ahead of time—or, when needed, work together with family members, successors, or other involved parties to create a clear and practical path forward.

For You Personally

I help you take early steps to organize and protect your digital estate. Together, we create a personal plan that documents your accounts, data, access credentials, and digital assets, and outlines how they should be handled if you are no longer able to manage them yourself.

This may include making important files easy to locate, deciding how online accounts should be handled, documenting digital ownership, securing personal or business-related information, and preparing for the removal of sensitive content where appropriate.

For Self-Employed Professionals

For self-employed professionals, digital estate planning often involves additional responsibilities. In addition to personal accounts and data, it may also include client communication, customer data, contracts, websites, platforms, licenses, and ongoing digital operations.

I help you think through how communication with clients, suppliers, and business partners should be handled if something happens to you, and how clear arrangements can be put in place—whether through your website, social media, or email. We can also create straightforward guidance for family members or business successors, helping reduce uncertainty during an already stressful and emotional time.

For Family Members

When a loved one has passed away, dealing with digital accounts, devices, and data can quickly become overwhelming. I support family members with the technical and organizational side of this process, helping bring structure and clarity to a situation that is often emotionally difficult.

If arrangements were made in advance, I help with the practical steps needed to follow them. If no plan exists, I assist in identifying accounts, data, devices, and digital assets, and help develop a sensible and structured approach together with family members or business successors.

For Funeral Homes

Funeral homes guide families through deeply personal and difficult moments. Because of that, digital matters also need to be handled with care, sensitivity, and a clear sense of structure.

I support your clients in understanding and addressing practical questions related to accounts, data, access credentials, and digital assets. This can help relieve some of the additional stress families often face when digital issues arise alongside everything else they are dealing with.

With my support, you can expand your services with a valuable additional offering and provide families with greater clarity, guidance, and peace of mind during a difficult time.