Conversation starter – Estate planning 2.0

December 31, 2013 | Last updated on December 31, 2013
1 min read

Need to break the ice with clients about estate planning and their digital legacy?

Ask your client, “Have you ever bought or sold anything online?” Explain how online accounts, especially ones like eBay and PayPal, which can have outstanding balances, need to be accounted for in estate planning. Even if she has a Facebook or Twitter account, she needs to appoint a digital executor who can handle the contents of these accounts when she’s gone.