For some clients, we are discussing how to manage their digital assets. ( The free report also covers a variety of other topics that you may want to consider as you review your estate plan) What About A Password Manager?Ī password manager has been a recommendation I make for most clients for years now. If you’d like to know more about those policies, it’s one of the topics I covered in my free report with my friend Tony on financial planning and estate planning. One of the common questions I get these days is what happens to my social media accounts? Each social media platform has its own policies for what happens. Don’t leave them to some form-filling website that hooked you in with a Groupon for $39… Your Social Media Accounts Do you want that medium to be audio or visual? As with many decisions in your estate plan, these are your personal choices. You’ll be faced with the big issue of what medium to record your stories in. Rather, it’s a way to leave memories for your family. As Joanna Stern points out, #5 is not really a “legal” part of your estate plan. Last week, the Wall Street Journal had an article about “ What to Do Before You Die: A Tech Checklist.” Joanna Stern does a good job of offering a roadmap for how you can approach this,Īs far as a tech checklist goes, this is a good list to start from. Now, our information can be spread across many different locations (one of the reasons I worked with a financial advisor to create our My Personal Planning Essentials checklist for our clients). It used to be that you would just have all of your documents together in one spot for your family. And as more of our lives move online, it’s an area that your personal representative will need to tackle after you’re gone. Like reviewing your beneficiary designations, it’s one of the steps to creating the estate plan that is very personal to you. Instead, it’s something that you need to do with your digital assets. It’s not a formal, legal document that we draft. Even though we are talking about tech, I’m still a big proponent of writing things down on a piece of paper.Ī tech checklist is one that I have recommended to my clients for years.
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