Estate organizing may not be
a topic of conversation during family game night
or a night out on the town with friends – yet it should be.
It takes, on average, 570 hours to settle an estate.
And as our lives increasingly shift more and more online, it’s becoming more important and more prudent to ensure our loved ones have the ability - and the ease - to find and access all aspects of our estate, whether it's our will, our phone or our Amazon account.
In today's hi-tech world, I sometimes use the phrase "digital estate" because so much of our estates have a digital component, whether it's an online account and password for your bank or a digital item itself like a Netflix or Spotify account.
It's important to note that everyone’s estate will be different.
So what makes up today's modern-day estate?
computers, laptops, tablets, cell phones, and wearables
Items with a monetary cost
utilities and cell phone, streaming and cloud services, Amazon Prime and gym memberships, subscriptions + more
High emotional value items
social media accounts, photos, email accounts, text messages + more
legal documents, medical records, financial statements, previous taxes + more
Items worth money
financial and investment accounts, reward points, digital music or movie collection, online gaming accounts, crypto + more
every online/digital account today has a username and (hopefully) unique password
the items above simply are a representative list — everyone's estate is different
WHY USE TECH TO GET YOUR AFFAIRS IN ORDER?
no more misplaced paper files, no more safety deposit boxes
technology provides secure means to protect and share your information
Your Person will be able to access your important information — wherever they are
I WANT TO SAVE YOUR PERSON FROM
bawling their eyes out because they can't access text messages to receive a security code from a financial institution
sobbing because they can't access your digital photos
worrying if they know about all your bank accounts and your bills
needlessly paying bills because they don't have the authority and/or information they need to shut down an account
spending thousands of money on legal fees to obtain access to your digital accounts
Organizing your AFFAIRS comes down to three simple stepS
what: identifying what makes up your unique life and estate
whERE: organizing your affairs to ensure they are easily located and accessed
hOW: ensuring Your Person knows where and how to access your information
and because we each have different styles and needs, I offer my estate organizing services in three formats
Highly motivated to work on your own and just need some guidance and direction?
My on-demand, budget-friendly course is for you!
Looking for a private and highly personalized experience? I'm happy to work with you individually based on your specific needs.
Want to talk about how I can help you or a loved one
get your affairs in order?
Set up a 20-minute discovery call with Kate for a time that works best for you — it's free!