Success StoryDigital Estate Planning



Digital Estate Planning

Author: Ashley Board

Planning Unit: Caldwell County CES

Major Program: Financial Education - General

Plan of Work: Enhance Life Skills and Workforce Development

Outcome: Initial Outcome

In the modern age of technology, the nature of estate planning has changed. Because so much personal information is stored online, new strategies must be undertaken in order to protect one’s digital assets. Digital estate planning helps loved ones to locate and access important digital information, it may clarify disputes regarding final will and testament, and it may simplify the transition for family members. To introduce the concept of digital estate planning, the Caldwell County Family & Consumer Sciences Agent taught a virtual lesson to twenty-one homemaker lesson leaders from six surrounding counties. The lesson included information about the difference between traditional estate planning and digital estate planning, how to take inventory of digital assets, and how to write a digital estate plan.  Following the virtual program, leaders relayed the information to their individual club members.  Program surveys were sent to club members.  Forty-two individuals responded.  After attending the virtual lesson or receiving the information from a lesson leader, 95% percent of participants understand the difference between traditional and digital estate planning.  83% understand the importance of digital estate planning.  61% plan to take inventory of their digital estate and write a digital estate plan within the next 6 months.  83% agreed that the information as relevant to their needs.   Most of those who did not plan to take inventory of their digital estate or did not find the information relevant noted that they did not have digital assets. One participant stated, “I did not know digital estate was a thing.  It’s a good feeling to know I already have it secured.” Another stated, “I need to stop procrastinating and get it done! It’s easy to get the information down.”






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