Action Plan & Executor Guidebook

The Discovery Process is a ten-minute questionnaire that will plan and outline your digital footprint and create an action plan for your legacy needs. Sensitive, private account information, logins, passwords, and account numbers are not part of the discovery process. Within ten minutes your plan and executor guidebook will be customized with the account directives in your control. Directives include deleting, closing, transferring, cancelling and memorializing accounts online.

The Executor Guidebook is a comprehensive in-depth step-by-step tech resource for your executor. This will save your executor money, time and frustration as they honor your estate planning needs and manage your online legacy.

Having an action plan for your online presence is part of today’s modern-era estate planning, and we are here to help you.

 

A 30 minutes of the consult is free with this bundle. Please contact us if you would like to schedule more time please let us know.