How to Create an Estate Plan for your Online Accounts

Real Life Planning Podcast

In Episode 32, I speak about the importance of having an estate plan for your online and social media accounts in case of an emergency or when you pass away.

INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.
This week on Real Life Planning Podcast:
💡What is digital estate planning? [00:01:30]
💡Who should be your digital executor? [00:03:15]
💡What online accounts are included in a digital estate plan? [00:06:02]
💡What are safer ways you can store your login and passwords? [00:06:39]
💡How do you share your directives with your digital executor? [00:08:33]

The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.

The Real Life Planning Podcast aims to provide:

• 1-3 practical, realistic takeaways of actions the listener can try
• Encouragement to learn from different paths to creating results
• Possibility and optimism

The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering.

Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.