Question 1

What is a digital legacy?

Accepted Answer

A digital legacy is the collection of all your digital assets, online presence, and personal data that remains after you pass away. In the modern age of planning, this extends far beyond traditional paper assets to include:
 • Financial Digital Assets: Cryptocurrency wallets, NFTs, and online brokerage accounts.
 • Intellectual Property: Domain names, monetized social media channels, Biodata, Travel Reward and loyalty points and digital storefronts.
 • Personal Data & Memories: Cloud storage (iCloud/Google Photos), private emails, and social media legacies.

Without a formal digital asset succession plan, these assets can become inaccessible, creating a "digital lock-out" , creating loss for your heirs. Our platform ensures your digital estate is identified, secure with directives, in order to allow legal transferring according to your wishes, working in harmony with your wealth advisors and estate planners.

Question 2

How does DEXIT assist with  my client's digital assets?

Accepted Answer

DEXIT bridges the gap in modern estate planning through DEXITPLAN™, a specialized assessment tool designed for the digital age. It moves beyond simple password lists to provide a comprehensive, informed framework for digital asset succession without the need of private sensitive information like logins and passwords.

The DEXITPLAN™ assists your clients through two primary pillars:

1. Asset Identification: Our assessment tool conducts a thorough inventory of a client’s digital footprint—from cryptocurrency and online financial accounts to intellectual property and sentimental data stored in the cloud.
2. Directive Assignment: Unlike a traditional will, which may be silent on digital property, DEXITPLAN allows clients to assign specific directives for each account. This ensures their "digital executor" knows exactly whether to transfer, memorialize, or delete an account, all while staying compliant with individual platform Terms of Service.

By integrating DEXITPLAN™ into your workflow, you ensure your clients avoid "digital lock-out" and provide their heirs with a clear, actionable roadmap for their digital legacy.

Question 3

What is a DEXITPLAN™?

Accepted Answer

A DEXITPLAN™ is DEXIT's proprietary comprehensive digital asset assessment tool that serves as the blueprint for your client's digital asset succession planning strategies. Clients taking the assessment are simply filling in the dynamic questionnaire in as little as 15-20 minutes. This can be updated at any time in the future and is a one time assessment fee.  The assessment then produces two reports:

1. The Digital Asset Planner (For Your Clients, Today)

The Digital Asset Planner is an interactive inventory tool used to identify and organize your entire digital footprint. It allows you to map out your cryptocurrency, financial accounts, reward and loyalty accounts as well as intellectual property, and cloud-based data in one secure location. By assigning specific directives today, your clients will ensure their wishes are documented before they are needed.

2. The Reference Guide (For Your Executors, Tomorrow)

The Reference Guide is a specialized roadmap designed specifically to assist with executor duties. It provides your legal representatives and heirs with the necessary instructions and authority requirements to navigate your client's digital estate. This guide is the key to preventing "digital lock-out," ensuring your digital asset succession is handled efficiently without legal or technical roadblocks.

Question 4

Is DEXITPLAN™ suitable for business owners or people with complex estates?

Accepted Answer

Absolutely. In fact, DEXITPLAN™ is specifically engineered to handle the intricate overlap between personal legacies and professional assets.

For these high-stakes scenarios, the DEXITPLAN™ provides the necessary framework to manage:

• Business Continuity & IP: We help you identify and assign directives for proprietary software, domain names, client databases, and digital intellectual property to ensure your business remains operational or saleable.
 • High-Value Digital Assets: For those with Cryptocurrency portfolios, NFTs, or monetized platforms, the plan provides a secure "road map" for executors to follow, preventing the permanent loss of value due to encryption or lost keys.
 • Fiduciary Clarity: Complex estates often involve multiple stakeholders. DEXITPLAN™ provides your Wealth Advisors, CPAs, and Attorneys with a clear Disclosure Report, allowing them to integrate your digital net worth into your overall tax and succession strategy.
 • Administrative Efficiency: By providing a dedicated Reference Guide for your executor, you reduce the time and legal costs associated with navigating platform-specific "terms of service" and privacy laws (like RUFADAA).

Question 5

I have more questions, can I contact customer service?

Accepted Answer

Yes! We believe authenticity comes at a face to face value.

Please email us directly at: dexit@dexitplan.com

DEXITPLAN™ FOR YOUR DIGITAL ASSETS

The Modern Standard for
Digital Estate Planning

What are Digital Assets?

Financial Assets

Intellectual Property

Sentimental Legacy

Traditional estate plans often leave digital assets behind. Working with DEXIT bridges that gap, providing a secure succession framework that works in tandem with your Wealth Advisors and Estate Planning Attorneys to ensure a 100% comprehensive legacy solution.

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