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Download: Expanded Digital Estate Planning Organizer
In 2013, we introduced our Digital Estate Planning Organizer to help advisors plan the management of their clients’ digital assets upon their death.

Our updated Digital Estate Planning Organizer expands on the original document and addresses the increasing challenges business owners face when trying to protect their business-owned digital assets or employee-owned digital assets (smart phones, laptops, tablets, etc…) that contain employer property or information.

Fill out the form to download this new resource today and learn how financial advisors can help their clients – business owners or not – successfully manage the transfer of their digital assets at the time of their death.
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