Digital Executor

The world has gone digital and so have our clients’ estates. Digital assets may simply be electronic records, but they are the digital gateway to our lives. They are our memories, our money, and our records, making technology the new player at the estate planning table. The Digital Executor®: Unraveling the New Path for Estate Planning arms estate advisors, business owners, service providers, and the broader estate and technology industries with heightened awareness of client expectations regarding their digital estates. Everyone needs a will and in today’s age of digitization, estate plans must include your client's digital life. This book is a primer for understanding a client’s personal use case when navigating estate management in the digital age with introductions to technology and the underlying aspects and differences between digital asset classes. With technology being the new player at the client’s estate planning table, estate advisors must be educated, motivated, and prepared, adapting policies and processes for operating in the digital world. Equally, technology and service providers must align with the stars to be integrated partners in estate industry conversations. Sharon’s first book, Your Digital Undertaker: Exploring Death in the Digital Age in Canada, was about digital assets in the context of an individual’s or client’s estate planning life cycle. This follow-up book, Digital Executor®: Unraveling the New Path for Estate Planning is about digital assets in the context of the estate industry. This book draws the reader into the world of estate planning with a digital twist, bringing together how the global estate industry, technology and service providers must address client expectations about their digital assets and the implications of the changing role of the fiduciary/executor. To understand the role of digital assets in the estate industry, we must first understand technology, the client’s user context, and the changing role of the estate advisor. From an estate industry perspective, if today’s executor is a digital executor and today’s fiduciary is a digital fiduciary, then today’s advisor must be a digital advisor.

Almost without realizing it, we have shifted toward an all-digital culture. Future heirlooms like family photos, home movies, and personal letters now exist only in digital form, and in many cases they are stored using popular services like Flickr, YouTube, and Gmail. These digital possessions form a rich collection that chronicles our lives and connects us to each other. But have you considered what will happen to your treasured digital possessions when you die? Unfortunately the answer isn’t as certain as we might presume. There are numerous legal, cultural, and technical issues that could prevent access to these assets, and if you don’t take steps to make them available to your heirs, your digital legacy could be lost forever. Written by the creators of TheDigitalBeyond.com, this book helps you secure your valuable digital assets for your loved ones and perhaps posterity. Whether you’re the casual email user or the hyper-connected digital dweller, you’ll come away with peace of mind knowing that your digital heirlooms won’t be lost in the shuffle. “Death is the final frontier of cyberspace—and this book provides a road map to the key issues, problems and future prospects for bridging this ultimate transition with dignity, security and grace.” — Daniel “Dazza” Greenwood, Executive Director of the eCitizen Foundation “To be ahead of one’s time usually means stepping to the side of one’s time in order to see it clearly. This book does just that, putting our digital lives and afterlives into sharp focus. Fascinating.” — David Eagleman, neuroscientist and author

If you are an adult Canadian who uses e-mail and surfs the internet, this book is for you. In a unique and humorous way, this former military officer and tech executive shares what she’s learned about the estate industry and the taboo topic of preparing for one’s own death. Preparing for death doesn’t need to be scary or foreboding. It can actually be liberating and energizing. Join Your Digital Undertaker in an exploration of death in the digital age in Canada, which lifts the lid on how the deathcare and estate industry works today, and tackles it through the project management and digital lens. This exploration includes simple diagrams, easy to understand scenarios, and user options that require only a couple of mouse clicks. You’ll learn your digital life is not isolated from your physical life, as technology is the new player at the estate planning table. Cracking the code to digital death and its afterlife requires deciphering the code for your regular and physical life. By the end of this book, you should feel armed with questions and a perspective on how to tackle your digital life in the context of your overall estate. You might even walk away inspired to get on with dealing with your will and estate plan with estate planning professionals. If you are a named executor in a will or appointed in a Power of Attorney, this book is for you as well, as it might motivate you to ask a lot more questions about your role before you get handed “digital hell in a hand basket”. For those having the challenging conversations with their parents, family members or clients, let Your Digital Undertaker ask some of the basic questions and open the door for a meaningful discussion.

Preserve your data for posterity! Version 2.0.1, updated February 2, 2024 How do you want to be remembered? A will takes care of your physical possessions, but what about your digital life—photos, email, files, online accounts, and so on? If you want to pass your electronic ephemera on as part of your digital legacy, turn to tech expert Joe Kissell for advice on dealing with large quantities of data, file formats, media types, the need for a “digital executor,” and more.n We all have digital data that's important to us now, but a lot of it could also be important to our children, friends, and relatives long after we're gone. But you have to take concrete steps now to make sure that data is preserved in the right way and handled according to your wishes. It’s not all about posterity either, since following Joe’s advice will also help loved ones access your key accounts and important info if you’re temporarily incapacitated, which can happen at any time. The book will help you with these essential tasks: • Identify your key digital assets: online accounts, photos, audio files, videos, passwords, documents, email, and more. • Plan for each type of digital asset based on your priorities for today, for shortly after you are no longer around, and for posterity. Joe explains the ideal file formats to use, how to deal with social media sites, the best ways to digitize paper documents and photos, and strategies for sharing passwords with family members, among much else. • Communicate your wishes in a “digital will” and designate someone to be its “digital executor.” The book includes a template document that you can develop into a personalized digital will. • Preserve your data for the future. You’ll consider types of archival storage media, cloud-based storage services, backups, and what instructions to provide about maintaining your data as file formats and storage media types evolve. Whether you just want to ensure that your heirs get copies of your favorite family photos and a few key documents or you want to catalog and preserve tens of thousands of digital items, this book helps you make smart decisions about your digital legacy. Questions answered include: • What strategies can I use for sorting and preserving email and instant messages? • How can I ensure that my email account(s) will be available to those wrapping up my estate? • What if I have digital data that should be destroyed when I die? • What should I do with my huge photo collection (both digital and paper)? • How should I pass on control of my Apple, Google, and Microsoft accounts? • How can I make my passwords and passkeys available to those who will need them—but keep them private for now? • What should I think about when handing down purchased audio and video files? • What should happen to my Facebook account when I’m no longer around? • What choices are available for keeping my digital archive available and backed up? • How long should I expect archival media to last? • Should I write an autobituary? • Are online digital legacy services any good? • How will organizing all this stuff benefit me while I’m alive?

If you are an adult Canadian who uses e-mail and surfs the internet, this book is for you. In a unique and humorous way, this former military officer and tech executive shares what she’s learned about the estate industry and the taboo topic of preparing for one’s own death. Preparing for death doesn’t need to be scary or foreboding. It can actually be liberating and energizing. Join Your Digital Undertaker in an exploration of death in the digital age in Canada, which lifts the lid on how the deathcare and estate industry works today, and tackles it through the project management and digital lens. This exploration includes simple diagrams, easy to understand scenarios, and user options that require only a couple of mouse clicks. You’ll learn your digital life is not isolated from your physical life, as technology is the new player at the estate planning table. Cracking the code to digital death and its afterlife requires deciphering the code for your regular and physical life. By the end of this book, you should feel armed with questions and a perspective on how to tackle your digital life in the context of your overall estate. You might even walk away inspired to get on with dealing with your will and estate plan with estate planning professionals. If you are a named executor in a will or appointed in a Power of Attorney, this book is for you as well, as it might motivate you to ask a lot more questions about your role before you get handed “digital hell in a hand basket”. For those having the challenging conversations with their parents, family members or clients, let Your Digital Undertaker ask some of the basic questions and open the door for a meaningful discussion.

If you are an adult Canadian who uses e-mail and surfs the internet, this book is for you. In a unique and humorous way, this former military officer and tech executive shares what she’s learned about the estate industry and the taboo topic of preparing for one’s own death. Preparing for death doesn’t need to be scary or foreboding. It can actually be liberating and energizing. Join Your Digital Undertaker in an exploration of death in the digital age in Canada, which lifts the lid on how the deathcare and estate industry works today, and tackles it through the project management and digital lens. This exploration includes simple diagrams, easy to understand scenarios, and user options that require only a couple of mouse clicks. You’ll learn your digital life is not isolated from your physical life, as technology is the new player at the estate planning table. Cracking the code to digital death and its afterlife requires deciphering the code for your regular and physical life. By the end of this book, you should feel armed with questions and a perspective on how to tackle your digital life in the context of your overall estate. You might even walk away inspired to get on with dealing with your will and estate plan with estate planning professionals. If you are a named executor in a will or appointed in a Power of Attorney, this book is for you as well, as it might motivate you to ask a lot more questions about your role before you get handed “digital hell in a hand basket”. For those having the challenging conversations with their parents, family members or clients, let Your Digital Undertaker ask some of the basic questions and open the door for a meaningful discussion.

Are you overwhelmed to remember all your multiple accounts’ passwords across the digital web? Do you need a system to organize your information scattered across digital devices? Do you have a backup plan to secure your digital data from sudden events like hacking and disruption of social media accounts or malware attacks? There is power in organizing! 10-Step Action Plan in 'Personal Digital Life Organizer’ is the answer to your digital life, organizing issues in a new and easy to implement way. The book covers basic and advanced levels of organizing your digital life. It comes with done-for-you templates, easy fill-in blanks, worksheets and checklists. The book also covers the legal overview of the data protection laws and estate planning of digital assets in the USA and India. You will learn to: • Make your Digital Assets Inventory • Make your Master Password Logbook to compile your passwords • Develop your Master HD [hard drive] to store your essential and critical information The book is meant for online business owners, new age millennials, entrepreneurs and anyone who wishes to simplify and organize their digital life. This book is for you if you need an optimally organized digital space that supports you to cope with the information overload crisis. Take charge today! Organizing your digital life has never been so simple and fun!

In digital economies, the Internet enables the "platformisation" of everything. Big technology companies and mobile apps are running mega marketplaces, supported by seamless online payments systems. This rapidly expanding ecosystem is fueled by data. Meanwhile, perceptions of the global financial crisis, data breaches, disinformation and the manipulation of political sentiment have combined to create a modern trust crisis. A lack of trust constrains commerce, particularly in terms of consumer protection and investment. Big data, artificial intelligence, automated algorithms and blockchain technology offer new solutions and risks. Trust in our legal systems depends on certainty, consistency and enforceability of the law. However, regulatory and remedial gaps exist because the law has not kept up with technology. This work explores the role of competency and good faith, in the creation of social and legal relationships of trust; and the need for governance transparency and human accountability to combat distrust, particularly in digital economies.