Download the support material:

Transamerica Guide to Estate Planning
Year End Checklist
 

As clients think through what they want to do with their financial assets after they die, you can prompt them to start thinking about what to do with their digital assets, from passwords to profiles.

The life and legacy planning company Everplans has posted an article on estate planning for the digital age. Share it to encourage even your younger clients to start preparing what to do to help their families cancel or maintain their Netflix account, eBay store, online profiles, online bill paying, and other digital property if something were to happen to them.

It’s a blog post your tech-savvy clients might appreciate seeing sooner rather than later.


Everplans is a life and legacy planning company dedicated to transforming the way people get their families organized. Everplans Professional is used by advisors across the country who want to take multigenerational planning to the next level. For more information, visit: everplans.com/professional 

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