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Do your client’s estate plans include a list of passwords to their online accounts? Will loved ones be left a paper trail to follow?

Is enough attention being paid to the logins, passwords and answers to security questions that will give loved ones access to an online financial life, if you become incapacitated or die?

Think of savings accounts that are only online, or a rollover retirement account that has not been touched for years.

If an individual becomes incapacitated, people typically plan for someone to have a power of attorney so someone can step in and handle their financial affairs. But now people are finding the attorney has to deal with their digital issues. They have to access your computer; they have to pay bills for you.

This month our client alert presents five things people need to think about to ensure a smooth digital financial transition and save loved ones much unnecessary anguish and trouble if they were to become incapacitated or die.

To read the full alert, login and download it from your ChangeGPS Intranet TODAY and help your clients ensure all their digital financial information is accompanying their estate plans.