In today’s digital world, we accumulate vast amounts of online assets—bank accounts, investment portfolios, cryptocurrency holdings, social media profiles, and more. Yet, many of us don’t consider what happens to these assets when we pass away. Without a proper digital estate plan, your loved ones may struggle to access or even locate your accounts, leading to lost assets, identity theft risks, and prolonged legal battles. The problem is massive: an estimated $77 billion in unclaimed assets exist in the U.S. alone, much of it tied to forgotten or inaccessible accounts. Fortunately, SmartHeritance offers a simple, secure, and automated solution to ensure your digital presence is managed according to your wishes and that your loved ones have access when they need it most. Digital assets encompass anything stored online or on digital devices, including:

• Financial accounts: Online banking, investment platforms, and cryptocurrency wallets.
• Social media accounts: Facebook, Instagram, LinkedIn, and Twitter/X.
• Email and cloud storage: Gmail, Outlook, Dropbox, Google Drive.
• Subscriptions and digital services: Streaming accounts (Netflix, Spotify), online memberships, domain names.
• Personal files and intellectual property: Photos, videos, blog content, digital art, and copyrights.

Without a tool like SmartHeritance, these assets can be lost, misused, or become inaccessible, creating unnecessary stress for your loved ones. SmartHeritance acts as your digital safety net, ensuring all your important accounts and assets are securely documented and shared when needed. 1. Take Inventory of Your Digital Assets Start by making a comprehensive list of all your online accounts, subscriptions, and digital properties. This can be a time-consuming process, but SmartHeritance streamlines it by offering a structured, guided approach to cataloging assets. With SmartHeritance, you can:

• Easily input your financial and digital assets in a secure online vault.
• Auto import assets from records and documents.
• Attach important documents, account details, and ownership credentials.
• Assign beneficiaries and set access permissions for each asset.

2. Use a Secure Digital Vault Storing sensitive information in a physical notebook or an unsecured document can be risky. Instead, SmartHeritance provides an encrypted digital vault where you can:

• Keep track of your digital assets in one place.
• Automate updates with periodic scans and alerts as your assets change.
• Securely release key credentials to designated beneficiaries upon verification of death.

3. Assign Digital Executors and Beneficiaries A digital executor is someone you authorize to manage your online presence after you pass. With SmartHeritance, you can:

• Designate trusted individuals who will have access to your assets when needed.
• Set up structured inheritance plans that automatically distribute asset information based on your instructions.

4. Plan for Cryptocurrency and Investment Accounts Cryptocurrency is one of the most challenging assets to inherit due to its security measures. SmartHeritance simplifies this by:

• Storing essential information securely while keeping access private until it’s needed.
• Providing a secure mechanism for heirs to retrieve wallet credentials and investment details.
• Preventing loss of valuable digital wealth due to forgotten passwords or misplaced private keys.

5. Prepare for Social Media and Email Accounts Different platforms have different policies regarding deceased users, and SmartHeritance ensures your online presence is handled properly. With SmartHeritance, you can:

• Specify whether you want accounts closed, transferred, or memorialized.
• Store login credentials and access instructions securely.
• Automate notifications to digital executors when the time comes.

6. Integrate Digital Assets Into Your Estate Plan Traditional wills don’t usually cover digital assets, and storing login details in a will is risky since they become public record upon execution. SmartHeritance bridges this gap by:

• Providing an easily accessible, centralized record, centralized record of digital and financial assets.
• Enabling seamless communication with estate attorneys and executors.
• Ensuring updates to your assets are automatically reflected in your plan.

7. Keep Your Digital Estate Plan Up to Date Digital assets change frequently, and SmartHeritance makes it easy to keep everything current. With automated reminders and a user-friendly interface, SmartHeritance:

• Alerts you to update accounts when major financial changes occur.
• Keeps your beneficiaries informed of any relevant updates.
• Reduces the administrative burden on family members during difficult times.

Managing digital assets after death doesn’t have to be complicated. SmartHeritance simplifies the process by offering:

• A centralized, automated platform that securely tracks and updates your assets.
• Beneficiary notifications that ensure access to designated heirs at the right time.
• Bank-grade security and encryption to protect sensitive financial and digital information.

With SmartHeritance, your legacy is secure, your loved ones are protected, and no asset is left behind. Don’t leave your digital assets to chance. Protect your legacy with SmartHeritance today and ensure your loved ones have the clarity and security they deserve. As an estate planning professional, you know the challenges families face when assets are missing, unorganized, or locked behind inaccessible digital walls. SmartHeritance offers an innovative solution that complements your services by providing:

• A seamless, automated tool to help your clients securely document and manage their digital and financial assets.
• A proactive way to prevent unclaimed assets, reducing disputes and probate complications.
• Recurring revenue opportunities through our partner program, enabling you to provide additional value while increasing client engagement.

Partner with SmartHeritance today and enhance your estate planning services with modern, secure, and client-friendly digital asset management. Learn More About Our Partner Program