digital estate planning Archives

Adult reviewing a digital account plan on a laptop with a notebook, representing legacy contacts and digital vault setup

Legacy Contacts and Digital Vaults Aren’t Optional Anymore

by Jason Wootten
April 29, 2026April 24, 2026

Legacy contacts and digital vaults are now basic account protection tools, not optional admin tasks. If your family cannot reach your email, cloud storage, photos, billing accounts, and password recovery path, they can lose time, money,… Legacy Contacts and Digital Vaults Aren’t Optional Anymore

Estate planning advisor reviewing digital asset documents with a client on a laptop in a modern office.

Estate Planning for Your Digital Life: Passwords, Social Media, and More

by Jason Wootten
November 6, 2025November 3, 2025

You safeguard your digital legacy by including digital estate planning in your overall strategy—covering passwords, social media accounts, online banking, and digital assets. This step ensures that your online presence is managed, protected, and transitioned… Estate Planning for Your Digital Life: Passwords, Social Media, and More