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A guided experience to ensure all your matters are accounted for and loved ones are protected
Digital Estate Planning Tracker
Use Final Security's digital estate planning tracker to map and track your progress in completing your digital estate. The digital estate planning tracker is available to all members and plan levels. Below are some examples of what items are in the tracker.
You can learn more about what should go into your digital estate with our digital estate planning checklist.
Directives and Instructions
Create a document with instructions and notes. Guide your loved with on where to find specific items and other guidance.
Important documents
Will, trust, guardian designations and wishes, mortgage/home/land documents, business information, life insurance, etc...
Email Accounts
Usernames, passwords and service names
Social media accounts
Usernames, passwords and service names
Financial
Service details and login credentials for banking, credit cards, investment and other financial documents. Services such as: checking, savings, stocks, bonds, real estate, retirement, life insurance, health savings.
Medical files
Directives, medical history, genetic testing
Digital Estate Risk Assessment Calculator
According to AARP, it can take six months for financial institutions, credit-reporting bureaus and the Social Security Administration to receive, share or register death records. When you consider that timeframe and that cybercrime is now more profitable than the global illegal drug trade, your digital estate is the perfect target for criminals. We need to protect and organize our digital lives in preparation of our digital death.
How at Risk...
Is Your Digital Estate?
Get your free personalized digital estate planning report in just a few minutes.
Start Your Free Assessment
BANK-GRADE SECURITY
Your privacy, safety and security is our top priority and at the core of everything we do. Your data is encrypted and protected at every level. From typing on your computer, through the Internet and into our application and servers.
Learn more about how we secure your data.
