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FREE WEBINAR FOR ESTATE PROFESSIONALS

3 Digital Asset Mistakes That Can Derail an Estate

(And how to avoid them)

Nine out of ten estates now include digital assets: email, photos, airline miles, PayPal balances, even crypto. One well-meaning login can lock a family out for good. Watch our free 30-minute webinar and know exactly what to do (and what not to touch) when a client's digital life lands on your desk.

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How to Get After Loss Clients Toolkit

SOUND FAMILIAR?

Feeling in over your head with digital estates?

The average person has around 150 online accounts. When they die, the family is left with passwords on sticky notes, a locked phone and a lot of good intentions, and they turn to you for answers. Most after loss professionals were never taught what to do with any of it.

With digital assets, the well-intended actions often lead to mistakes you can't undo.

INSIDE YOUR WEBINAR

Would you know what to do if a client handed you their loved one's phone?

PALS co-founders Rachel Donnelly and Jasmine Hathaway answer questions like these with real cases from their own practices.

Is it okay to log in if the family has the password?

Should every account be handled the same way?

Should you close accounts right away, or wait?

The framework you'll take with you

Five steps to work through before you touch any account

You don't need to be a tech pro. You need a repeatable system to help you make good decisions. This is the same framework Rachel and Jasmine use with every client.

  1. 1

    Authority

  2. 2

    Goal

  3. 3

    Risk

  4. 4

    What NOT to do

  5. 5

    When to escalate

Digital assets aren't a niche problem. They're in almost every estate.

Families can't see what's in an inbox, a phone or a rewards account, so valuable items get lost. After loss professionals who know how to handle digital assets are the ones families and attorneys call first.

 

9 in 10

estates include digital assets

~150

online accounts the average person has

$70B+

sitting in U.S. unclaimed property

This webinar is for you if…

Check off the ones that sound familiar:

You help families after a loss and keep running into phones, email and online accounts.

You're new to after loss work and want to get digital assets right from day one.

A client has asked, "Can we just log in?" and you weren't sure what to say.

You're an estate attorney, fiduciary, executor or care manager who wants a clear process.

You worry about liability when you handle a client's accounts.

You're not a "tech person," and that's fine.

The next time a client hands you a phone, which way will it go?

Without a framework

  • Logging in with a password and getting locked out for good
  • Rewards, balances and credits expiring unnoticed
  • Closing something too soon and completely losing access
  • Wondering if you just created a liability

With the framework

  • Knowing who has authority before anyone logs in
  • Every account sorted by value and deadline
  • Accounts preserved until they're no longer needed
  • Confidence to say "here's what we do next" (and when to call in a specialist)
YOUR FREE FRAMEWORK

Know what to do before the family logs in.

YOUR FREE WEBINAR

3 Digital Asset Mistakes That Can Derail an Estate.

 

What you'll get:

  • The full webinar replay. 30 minutes with Rachel and Jasmine, including live Q&A on liability, unclaimed property and proactive planning.
  • The presentation slides. Every mistake, fix and triage list in one place to reference with clients.
  • The 5-step Decision Framework. Authority, goal, risk, what not to do, and when to escalate.
Send me the webinar
YOUR HOSTS

We've both sat at the kitchen table with families staring at a locked phone. Rachel works with digital assets in nearly every estate at AfterLight, and Jasmine has spent years guiding families at Compass Coordinators. We built this webinar around the mistakes we see most, so you can avoid them with your own clients.

Jasmine Hathaway

Rachel Donnelly

Ready to handle digital assets with total confidence?

Dealing with Digital Assets After a Death: A Practical Framework for After Loss Professionals includes four self-paced modules, real case studies with documented outcomes, a Digital Asset Workflow Checklist and a Platform/Custodian Reference Tracker that shows exactly what every platform requires.

Explore the training

Not ready yet?
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