Estate Planning Guide
A comprehensive guide to protecting your digital legacy
Why Digital Estate Planning Matters
In today's digital world, your most valuable assets aren't just physical. Bank accounts, investment portfolios, cryptocurrency wallets, and important documents are increasingly stored online. Without proper planning, your loved ones may struggle to access these critical resources when they need them most.
Step 1: Inventory Your Digital Assets
Financial Assets
- Bank accounts & credit cards
- Investment & retirement accounts
- Cryptocurrency wallets
- PayPal, Venmo, digital wallets
Important Documents
- Insurance policies
- Wills & estate documents
- Tax documents
- Medical records & directives
Step 2: Choose Your Trusted Grantees
Select family members, friends, or professionals who will need access to your digital assets. Consider their technical comfort level and trustworthiness.
Family Members
Spouse, children, siblings
Trusted Friends
Close personal friends
Professionals
Lawyers, financial advisors
Step 3: Set Up Access Controls
Configure when and how your grantees can access your information. LyfeStash provides flexible access controls to ensure your wishes are respected.
Immediate Access
Grantees can access information right away after invitation acceptance.
Delayed Access
Set a waiting period (24-72 hours) before access is granted, allowing you to intervene if needed.
Emergency Access
Designate specific grantees for emergency situations with special access privileges.
Step 4: Regular Updates & Maintenance
Keep Information Current
- Update passwords when they change
- Add new accounts and assets
- Remove closed accounts
Review Grantee Access
- Confirm grantee contact information
- Update access permissions as needed
- Test the system periodically
Ready to Protect Your Digital Legacy?
Start securing your digital assets today with LyfeStash's enterprise-grade encryption and intuitive interface.