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Digital Assets Need A Plan

Planning for your digital assets and online accounts is considered part of today's modern succession planning.

 

Prevent family feuds, losses, disputes and errors by planning ahead with a DEXITPLAN™. This plan covers online accounts holding money, data, reward balances and even cryptocurrencies.

Dexit Digital Asset Plan Social media manager  Estate Planning Lawyers Family Practice Financial, Wealth Planners, and Sma

Why do I need a DEXITPLAN™?

Without a technology plan, your family might struggle to:

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  • Access your Venmo, PayPal, Cash App, or Crypto

  • Recover your iCloud or Google Drive photos

  • Manage your Facebook, Instagram, LinkedIn and TikTok accounts

  • Get into your email accounts

  • Stop reoccurring fees on Netflix, Hulu and other subscriptions​

  • Manage important accounts such as your banking and insurance

 

​​​Without a DEXITPLAN your money, memories and accounts could be lost forever. 

Protect Your Money

Avoid abandoned funds in apps and rewards programs

Prevent wasted subscription fees or unclaimed balances

Make it easier for loved ones to access what they need

Plan & Organize 

Get a full overview of your digital accounts, subscriptions, and assets

Assign clear instructions for what happens to each account

Keep everything in one place for easier management

Protect Your Data

Protect sensitive personal data and privacy

Preserve treasured memories like photos, videos, and documents

Ensure your loved ones can access (or close) important accounts smoothly

Dexit Digital Asset Planner Social media manager  Estate Planning Lawyers Family Practice Financial, Wealth Planners, and Small Business Owners.

We all need a Digital Asset Plan. 

 

Some of us just don’t know it yet.

 

Did you know your cell phone is considered a digital asset? 

So is your email account. 

 

Don’t worry, not many of us are aware that everything we store on our phone is considered an actual asset.

 

Whether you’re planning for yourself, someone you love or your clients, a  DEXITPLAN assures all online assets are accounted, organized and planned for. 

Your digital legacy requires your attention and we are here to help you.

 

 

                 

Trusted. Secured. Protected.

  • Data is protected with advanced SSL and TLS technology.

  • Regular security audits and strict compliance ensure we meet the highest standards.

  • Multi-factor authentication keeps your access safe.

  • RUFADAA and CPRA Compliant

  • California Consumer Privacy Act (CCPA) Compliant

  • We never share your private information

  • No document uploads or downloads required

  • Not a password vault — your data stays in your control

Dexit Digital Asset Plan Social media manager  Estate Planning Lawyers Family Practice Financial, Wealth Planners, and Sma
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Frequently Asked Questions

Dexit Digital Asset Planner Social media manager  Estate Planning Lawyers Family Practice Financial, Wealth Planners, and Small Business Owners.

What Our Clients Are Saying

"Starting the estate planning process with my lawyer was a good experience, but having to manage my online footprint too was a daunting task. Dexit helped me make sense of my online presence and how others will see my legacy. I really did not want Facebook reminding my friends of my birthday when I wasn't celebrating with them.

Keith F.

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Dexit does not provide financial or legal advice

© 2025 DEXITPLAN™, by DEXIT All Rights Reserved 

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