7 Digital Assets You Should Add to Your Estate Plan (And How to Do It)

Protect Your Online Legacy: Why Including Digital Assets in Your Estate Plan Is Essential

Your estate plan covers your home, bank accounts, and personal belongings—but what about your digital life? 

From your online banking login to cherished family photos stored in the cloud, your digital assets carry real value. Without clear instructions, loved ones could struggle to access accounts—or worse, your digital legacy could be lost forever. 

Here are 7 digital assets you should include in your estate plan, and simple steps to secure them: 

1. Email Accounts

Your email accounts are often the gateway to your entire digital life. They’re used to reset passwords, verify identity, and access other services. 

What to do: 

• List your email providers and usernames. 

• Store login details securely using a password manager or write-down method with a trusted individual. 

• Authorize a digital executor to access or close accounts as needed. 

Not sure how to choose a digital executor or include this in your will?
Contact Ball Morse Lowe for a personalized consultation and secure planning strategies.

Think: online banking, PayPal, Venmo, investment platforms, or cryptocurrency wallets. 

What to do: 

• Record account names, wallet keys, and access details. 

• Ensure your estate plan includes instructions on how to transfer or close accounts. 

• Consider legal tools like a durable power of attorney or trust for cryptocurrency management. 

These accounts often carry real financial weight.
Let us help you build a plan that protects your online assets and your family’s future.

Facebook, Instagram, LinkedIn, TikTok—each platform has its own policy on memorializing or deleting accounts. 

What to do: 

• Make a list of platforms and your usernames. 

• Decide if you'd like accounts memorialized, deleted, or passed to a loved one. 

• Use in-platform legacy contact options (e.g., Facebook’s Legacy Contact feature). 

Want to ensure your wishes are legally honored?
Speak with an estate planning attorney today to make your intentions clear and enforceable.

If your most treasured memories live in the cloud (like Google Photos, iCloud, Dropbox), make sure your loved ones can access them. 

What to do: 

• List storage platforms and login info. 

• Note folders or albums that are important to preserve or share. 

• Specify in your will who should inherit these files. 

Your memories deserve more than just cloud storage—they deserve protection.
Let’s make sure your family can access what matters most.

If you own a personal or business website, your domain could hold real monetary or sentimental value. 

What to do: 

• Identify registrars and hosting providers. 

• Share renewal dates, login details, and instructions for managing or transferring ownership. 
• Include this in your business succession plan if applicable. 

A single missed renewal could cost thousands.
Ask us how to safeguard your digital business assets today.

Netflix, Amazon, frequent flyer miles, and credit card rewards can be overlooked—but they may have value or recurring charges. 

What to do: 

• List all recurring services, memberships, and loyalty programs. 

• Include login details and whether accounts should be transferred, closed, or canceled. 

• Prevent future billing by giving access to your digital executor. 

Little things add up—don’t let your family inherit unnecessary expenses.
Get clear advice on what to include in your plan and why.

If you use platforms like Google Drive or LastPass, these tools may hold the keys to everything else. 

What to do: 

• List your main cloud and password manager services. 

• Decide who should access this information and when. 

• Use secure sharing methods with built-in emergency access (many password managers offer this). 

Worried about access or security?
We’ll help you balance both with legally sound planning. 

Final Step: Appoint a Digital Executor 

A digital executor is someone you trust to carry out your wishes for your digital estate. While not recognized in every state (including Oklahoma), appointing one in your will provides clear guidance for your family. 

Want help drafting clear instructions or choosing the right person?
Ball Morse Lowe is here to guide you every step of the way.

Protect Your Digital Legacy Now

Digital estate planning isn't just about tech—it’s about protecting your story, your finances, and your peace of mind. At Ball Morse Lowe, we help Oklahomans take the guesswork out of estate planning, from trusts to digital legacies.

Ready to update your plan—or add digital assets to your existing documents?
Contact Ball Morse Lowe today to schedule a consultation with our estate planning team.

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