Digital Asset Planning
Exclusive Services
Consulting
Consider us as your tech agents.
We work closely with estate planning professionals and their clients to address an important, evolving and often overlooked asset class: digital assets.
From recovering neglected or mismanaged accounts such as domain names, to closing unwanted social media profiles, or helping families plan for access to essential digital property such as one's cell phone— we provide hands-on support every step of the way.
Whether you're safeguarding a legacy during the planning phase or assisting clients through challenging digital transitions during administration, we're here to help support them organize, plan, and protect what matters most.
Contact us to ensure your client's digital affairs are in order.
Is Your Estate Planning & Elder Care law firm ready to take planning to the tech level?
Indulge your clients in state-of-the-art planning, raising the bar with our trustworthy, low-risk and modern estate planning assessment tool that focuses on a full-spectrum digital estate coverage.
Is Your Estate Planning Firm Forward Thinking?
1
Differentiate Your Firm
The DEXITPLAN™ is a lightweight, compliance ready intake form assessment tool that integrates directly with existing estate planning management workflows. It automates the inventory of your clients' digital assets, allows your clients to assign secure directives for all their accounts without forcing the firm to change any part of their tech current stack.
2
Mitigate Risk
Laws like RUFADAA and GDPR have raised the bar for managing digital legacies.This tool reduces exposure while promoting comprehensive client inventory services without the request of private personal data.
3
Save Time & Money
We've done the work for you and your clients. As part of digital asset planning, account discovery is the first step. The next step is being able to manage the accounts in terms of planning in order to ease administration burden. This simple, low-risk estate planning tool does not require a company subscription, nor any employee tech training.
4
Seamless Integration
The DEXITPLAN™ packages digital asset planning into premium service tiers, boosting client value. This polished digital-first tool enhances your firm's client perception, making it modern, secure and digitally wholesome for today's digital age.