Here for YOU Today and There for your FAMILY Tomorrow

Digital Assets as a Part of Estate Planning



We are accustomed to thinking of estate plans as a means of distributing assets like houses, bank accounts, investment accounts and other tangible assets after death, but today one has to add digital assets to any estate plan. A recent article from, “What happens to digital lives after death?”, examines the steps for ensuring that your digital assets are handled properly, as well as more traditional assets. Remember that this step is necessary so that your loved ones don’t have to struggle with figuring out passwords, battling with social media platforms or trying to unlock your desktop computer to gain access to a treasure trove of family photos.

Taking some time now to make a record of this information and storing it on an external hard drive, can save time and money in the future. Trying to recover locked digital data, like pictures, can be extremely expensive, not to mention frustrating.

First, evaluate what you need and how much you would like to store. If it’s just keeping passwords safe, you might use a journal or a notebook. If you want to back up pictures or videos, try a flash drive or an external hard drive. Store the backups off-site in a security deposit box, or keep the files hosted via a reputable cloud service.

Be sure to reference that information in your will, but don’t list your passwords. The will is a public document after your death and will be visible to everyone. Just make mention of where the information is stored.

Social media, like other accounts, would continue to exist online, unless you have a plan established for it. Most companies have pages or ways to help dictate how your accounts are handled after your passing. However, not all social media sites have plans publicly in place for dealing with the situation of a family member's death. If not, contact the company directly.

Taking the time to organize this information in a usable manner now, will save your loved ones from a lot of stress and possibly the added costs of trying to unwind your digital life. It will give you some sense of control of what will happen to your online persona after you are gone.

Do you live in Miami-Dade, Broward, or Palm Beach counties in Florida? Laws are constantly changing-- has your estate plan been reviewed in the last 2-3 years? Call me (954-888-1747) right away for peace of mind. I can help! Please visit for valuable information.

  • My practice is exclusively estate planning and probate,
  • I have prepared numerous estate plans in 16 years of practice,
  • I have administered estates and trusts through Probate all over Florida,
  • I am a Certified Financial Planner Professional™, and
  • I am here for YOU today and there for your FAMILY tomorrow.

Reference: (May 10, 2017) “What happens to digital lives after death?”

Why would we recommend D.T.F.? Several Reasons: Your ability to explain complex estate problems, clearly and patiently; your total lack of arrogance and pretense; a strong feeling that you are motivated by what you perceive is best for your client, rather than what would generate the largest legal fees; finally, and importantly, you are a lovely guy. A.C.

Two words cannot sum up the entire process of creating my “trust.” I enjoyed your attention to detail, your patience of explaining terms and conditions until I understood, also giving me copies to read and understand. Thank you for your suggestions on what was best for “me” but still allowing me to make my choice. Most of all, thank you for thinking of “me.” Wells Fargo said “you were the best” I cannot deny that. Again thank you very much for everything. Anna is an asset or a compliment to the firm. She is warm and very caring. It was great doing business. Thank you.