Managing Your Digital Estate – Transformation From Paper To Digital Society

Experienced estate planners and financial advisors will be familiar with a paper society and the tangible methods needed to do a stellar job. Over the years, society has transformed from paper to digital, and this has disrupted the industry. Learning to manage your client’s digital estate is essential to stay ahead of the competition and […]

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Digital Assets: Protecting Your Legacy

What are digital assets? Digital assets are property that you own in a digital format and are an important part of your legacy. We live in a digital world, so unless you are technologically averse, you likely have many digital assets. Digital assets can have monetary value like your cryptocurrency wallet or sentimental value like […]

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Prioritizing and Planning your Digital Estate

Take these easy steps to plan and protect your digital estate Setting up your digital estate can initially seem daunting. You have hundreds if not thousands of digital assets to plan and protect and many decisions to make. Once you have a digital estate management tool in place, where do you start? Here are a […]

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