Many people have not organized passwords and account information in a place where heirs or executors can easily locate them. Some of our most important financial information is locked and accessed only through our personal keys: login IDs and passwords. This also applies to other coded accounts that may have pertinent information and perhaps have sentimental value for heirs inc
luding: contacts, social media, writings and photo libraries.
Following these steps can help begin your estate planning within the digital arena:
Make an inventory of digital assets with instructions on how to access them.
Find a safe storage place where heirs or executor can locate it.
Name a "digital executor".
Periodically, update your list with additions, passwords and other information.
Generally, we take computer access for granted and rarely think of the challenges that we leave behind for our heirs. These simple steps are the beginning of digital estate planning. Please contact me with questions. Thank you.
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Twinbridge helps clients achieve their financial goals through a network of carefully screened managers who are experts in their fields and have dedicated research analysts to support portfolio decisions. Generally there is no fee for the initial consultation as well as the on-going services.
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TWINBRIDGE Financial Consulting | 976 Ivycroft Road, Wayne, PA 19087
