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.

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

Why Working with a Financial Advisor Still Matters in the Age of AI

Artificial intelligence is transforming investing—but human judgment, fiduciary responsibility, and personalized planning remain central to long-term financial strategy. Artificial intelligence is reshaping nearly every industry—including ...

<p>The post Why Working with a Financial Advisor Still Matters in the Age of AI first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

What Is an ID.me Account—and Why Business Owners and Families Should Consider Having One

Learn what an ID.me account is, how it works, why it can simplify access to government services, and how to set one up securely. An ...

<p>The post What Is an ID.me Account—and Why Business Owners and Families Should Consider Having One first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Protecting Your Loved Ones: Valentine’s Day Lessons in Financial, Estate, and Tax Planning

This Valentine’s Day, go beyond flowers and gifts. Learn how financial planning, estate planning, and tax strategies help protect the people you love most. Valentine’s ...

<p>The post Protecting Your Loved Ones: Valentine’s Day Lessons in Financial, Estate, and Tax Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>