How to Effectively Approach Your Digital Accounts Before You Pass Away

May 3, 2017

There’s plenty of discussion about the benefits of traditional estate planning but you may also need to consider how your digital accounts are included as well. Most people underestimate the number of digital accounts that they truly have. Choosing to inventory these and listing all of the appropriate passwords and username information can make it easier to identify what you want to happen to them after you pass away. 

There’s a good chance that you’ll have different plans for different accounts. For example, you may wish to memorialize your Facebook account but have other accounts closed entirely. If you do not follow the terms of service listed on each individual website, however, your digital executor may face challenges trying to carry out your wishes. Bear in mind that each website might have its own rules requiring your executor to show proof that the action they intend to take is in line with what you wanted to occur.

Getting the proper documentation well in advance by consulting with an estate planning attorney can help you with this. You can also help avoid some of these challenges by backing up your files. Downloading all of the digital assets to an external hard drive, for example, will make it much easier for an executor to access after you pass away. Make sure that every time you add a social media or other digital account that you add this information to your records. Make sure you note accounts that you have set to auto delete after a certain period of inactivity. This will make things much easier when you approach the estate planning process.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Groundhog Day and Financial Planning: Avoiding the Cycle of “Next Year” Decisions

Groundhog Day offers a useful metaphor for tax, accounting, financial, and estate planning. Learn how repeated delays can create missed opportunities and added complexity over ...

<p>The post Groundhog Day and Financial Planning: Avoiding the Cycle of “Next Year” Decisions first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Why Funding Your Trust Matters: A Key Step Beyond Just Creating One

Discover why simply creating a trust isn’t enough. Learn how funding your trust supports your estate plan and helps ensure your intentions are honored. Creating ...

<p>The post Why Funding Your Trust Matters: A Key Step Beyond Just Creating One first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Avoid Last-Minute Stress: Why Early Communication with Your Accountant Matters

Learn how starting tax conversations early in the year supports smoother planning and better coordination—especially for business owners and families with complex financial needs. Avoid ...

<p>The post Avoid Last-Minute Stress: Why Early Communication with Your Accountant Matters first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>