LEGACY ORGANIZING
Legacy and estate organizing may not be
a topic of conversation during family game night
or a night out on the town with friends – yet it should be.
It takes, on average, 570 hours to settle an estate.
(mind-blowing, isn't it? this is according to EstateExec and this data is now several years old)
What's worse is that probate and litigation attorneys tell me this number is going up — all thanks to our modern-day life and dependency on technology.
As we become more dependent on technology, it’s becoming more critical to ensure our loved ones have the ability to find and access all aspects of our estate with ease, whether it's locating our will, accessing our phone or knowing the password to a Target or Walmart account.
In today's high-tech world, I sometimes use the phrase "digital legacy" because so much of our estates now have a digital component, whether it's an online account and password for a medical portal or a digital item itself like a Netflix or Spotify account.
It's important to note that everyone’s estate will be different.
So what makes up today's modern-day estate?
TODAY'S estateS
typically contain
Devices
computers, laptops, tablets,
cell phones, fitness trackers and other wearables
Financial assets
financial accounts, reward points, digital music or movie collection, crypto + more
Important documents
legal documents, medical records, financial statements, previous taxes + more
Sentimental items
social media accounts, photos, email accounts, videos, text messages + more
Financial liabilities
utilities, streaming and cloud services, gym memberships, subscriptions + more
Passwords
every online/digital account today has a username and (hopefully) unique password
the items above simply are a representative list — everyone's estate is different
WHY USE TECH TO GET YOUR AFFAIRS IN ORDER?
EASIER
no more misplaced paper files, no more safety deposit boxes
MORE SECURE
technology provides secure means to protect and share your information
ACCESSIBLE
Your Person will be able to access your important information — wherever they are
I WANT TO SAVE YOUR LOVED ONES FROM
-
bawling their eyes out in frustration because they can't access text messages to receive a security code, blocking their ability to access an online account
-
sobbing in despair because they have no ability to access your digital photos, including videos of you from your last family vacation
-
worrying if they know about all your bank accounts and your bills
-
needlessly paying bills because they don't have the authority and/or information they need to shut down an account
-
spending thousands of dollars on legal fees to pursue access to your digital accounts
Organizing your LEGACY AND LIFE comes down to three simple stepS
what: identifying what makes up your unique life and estate
whERE: organizing your affairs to ensure they are easily located and accessed
hOW: ensuring Your Person knows where and how to access your information
and because we each have different styles and needs, I offer legacy and estate organizing services in four formats
instant download
Just want to organize your life details, with no education or explanation? My Personal Life Playbook™ was designed with you in mind!
digital courses
Highly motivated to work on your own and just need some guidance and direction?
My budget-friendly digital courses may be for you!
one-on-one
Looking for a private and highly personalized experience? I'm happy to work with you individually based on your specific needs.