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“I’ll Be Dead Anyway, So Why Should I Care?” Planning For Your Digital Legacy Lorraine Carlson & Thom Bettinger January 18, 2020

“I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

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Page 1: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

“I’ll Be Dead Anyway, So Why Should I Care?”Planning For Your Digital Legacy

Lorraine Carlson & Thom BettingerJanuary 18, 2020

Page 2: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

Digital Legacy: digital information that’s available about someone following their death.

Page 3: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

Digital Assets (aka digital property): any information that exists in a digital form — either online or on a storage device (smartphone, tablet laptop, PC, etc.) including the info required to access the asset (e.g., user names and passwords).

Digital Estate: electronic information assets that exist on the internet and on devices.

Digital Memorial: intentional use of technology dedicated to the life and memory of one who has passed away.

RELATED TERMS

Page 4: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on
Page 5: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

WHICH WOULD YOU RATHER DEAL WITH?

Page 6: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

IF THESE ARE YOUR STRATEGIES…THEY MIGHT NOT WORK!

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SIX STEP DIGITAL PLAN:1. Inventory your digital devices (including logins and

passwords)

2. Inventory your digital accounts (including logins and passwords)

3. List as many types of digital assets associated with each device or account

4. Determine your priorities

5. Pay special attention to social media and email accounts

6. Determine a strategy to secure and provide access to your passwords/logins by your trusted agent

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3 TIMEFRAMES TO CONSIDER:

Page 9: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

SIX STEP DIGITAL PLAN:1. Inventory your digital devices (including logins and

passwords)

2. Inventory your digital accounts (including logins and passwords)

3. List as many types of digital assets associated with each device or account

4. Determine your priorities

5. Pay special attention to social media and email accounts

6. Determine a strategy to secure and provide access to your passwords/logins by your trusted agent

Page 10: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

FACEBOOK

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SETTING A LEGACY CONTACT IN FB:

Page 12: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

CLOSING ONLINE ACCOUNTS & SERVICES

Page 13: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

CLOSING EMAIL ACCOUNTS

Page 14: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

SIX STEP DIGITAL PLAN:1. Inventory your digital devices (including logins and

passwords)

2. Inventory your digital accounts (including logins and passwords)

3. List as many types of digital assets associated with each device or account

4. Determine your priorities

5. Pay special attention to social media and email accounts

6. Determine a strategy to secure and provide access to your passwords/logins by your trusted agent

Page 15: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

• Record all passwords so someone you designate can manage or close your accounts after your death.

• Store the list in a mutually agreed and secure place —passing on your passwords is essential.

• Spell out how you want each of your accounts handled.

IF YOU DO NOTHING ELSE…

Page 16: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

DIGITAL MEMORIALS

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HOW (IF AT ALL…) DO YOU WANT TO BE REMEMBERED?

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DIGITAL…

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FIND A GRAVE

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FIND A GRAVE — EXAMPLE

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IMAGINE …

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LAST LIST

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LAST LIST CONVERSATION STARTER

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LIVING WAKE

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PARTING WORDS

Page 26: “I’ll Be Dead Anyway, So Why Should I Care?” Planning For ... · Digital Assets (aka digital property): any information that exists in a digital form — either online or on

• Digital Legacy Planning: Practical Tips & Six Steps

• Digital Legacy Planning: For Additional Information

• Skeletons in Your Digital Closet Checklist