ATTORNEY AT LAW DIGITAL ASSET PLAN

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1 K KENT W.KEATING ATTORNEY AT LAW DIGITAL ASSET PLAN Recent Survey - 63% of people don t know what will happen to their digital assets when they die. The information, documents and applications have value and need to be protected. You need to pass on the keys to your digital kingdom. KeatingLawPractice.com 1

2 Use these worksheets to organize and keep your digital assets safe What are digital Assets? Financial - online bank and brokerage accounts Purchasing and download destinations sites such as: Amazon, Apple, Netflix and Expedia. Social media sites - Facebook, Twitter, etc. Simplify The Process With Google Inactive Account Manager Feature IF you have a Google account, Google Inactive Account Manager, lets you instruct Google what you want done with your digital assets on its services such as Gmail, Blogger, Google Drive, etc. Inactive for set period of time- Google will send and . If fail to respond Google will notify your family member or friend. Google will turn account over once death as been confirmed. Another resource for digital assets is this site offers a FREE version to help organize your digital assets in one place. 1 Go to: 2 Set up your account 3 Save your information KeatingLawPractice.com 2

3 5 Step Digital Estate Plan 1 Make an inventory list of your digital assets and how to access them. One list should consist of your online passwords and a separate list your online account numbers. Doing this will prevents someone from stealing a list and hack into your accounts. Digital Inventory Social Media Accounts Facebook, Twitter, LinkedIn Blogs and websites you own Bank, brokerage, retirement plan, credit card, loan and insurance accounts that you access online Accounts Online retail accounts and apps from stores like ebay, Amazon and itunes Photo or video sharing sites like Flickr or Youtube Music sites like Pandora Paypal or other online payment accounts Utility Bills you pay online Online Airline frequent flier miles Document Data Storage accounts like Google docs Digital wallet on cell phone - Starbucks prepaid account Update At Least Once A Year Non-Digital Assets Also have list of non digital assets - Survey says 89% of couples only one spouse handles finances. Keep list and important documents in fire resistant safe - insurance policies, bank statements, investment statements, loan agreements, tax returns, wills and trust. Name, address, phone #s of financial adviser, lawyers, insurance agents, CPA etc. Life, disability and health insurance Family bank accounts and credit card issuers. Investments KeatingLawPractice.com 3

4 2 Find Safe Place To Store Info Safety Deposit box at bank Online Site like Legacy Locker or Securesafe, will also store copies of important docs like wills, deeds etc. When you die, beneficiaries get access to everything you have stored. 3 Name A Digital Executor Someone that is tech savvy, impartial and mature. Name in your will or trust. 4 Write Out Instructions For What Should Happen To Your Digital Assets After You Die Facebook account deactivited or remain online as a memorial Will Flickr photos be sent to family members? 5 Consider Whether You Want To Post A Final Message Online Video of your life story on YouTube or photo album on Flickr. Instruct the digital executor of your wishes. KeatingLawPractice.com 4

5 Digital Inventory Account Information of Date Name or Website User Name Password Facebook Twitter Linked In Instagram Flicker Youtube Blog Personal Website Banking Brokerage Retirement Plan Credit Card Loan Insurance Account Bank KeatingLawPractice.com 5

6 Digital Inventory (Part 2) Name or Website User Name Password Paypal: Utility Bills or Online Payments Gas Electric Phone Phone Travel Sites, Data Storage, and Misc. Airline Airline Hotel Google Docs Drop Box Keep in a safe place and update yearly Update on KeatingLawPractice.com 6