Imagine a client passes away unexpectedly. Their family is grieving and now must navigate a maze of digital accounts, locate critical documents and figure out how to access crypto wallets, email or even photos stored in the cloud. With the average person managing over 200 online accounts, this isn't a fringe issue - it's a growing gap in estate plans that leaves loved ones overwhelmed and unprepared.
Digital legacy planning is the often-missing piece in comprehensive financial guidance. It's not just about passwords - it's about protecting digital assets, preserving online identities, and reducing the financial and emotional toll on families. Addressing it positions you as a proactive advisor who looks beyond the balance sheet.
In this presentation, you'll discover practical strategies and innovative tools to help your clients organize their digital legacies, from password management solutions to best practices for organizing cryptocurrency information. Join me to learn how you can empower your clients to take control of their digital legacy and provide them with the peace of mind they deserve.
Learning objectives:
- Define what makes up a modern digital legacy and recognize how gaps in digital asset planning can undermine even the most thorough estate plans
- Gain practical strategies and tools to help clients prepare their digital lives and strengthen your role as a trusted advisor
- Learn how to initiate digital legacy conversations with clients in a way that builds trust and deepens relationships
Meet Kate Hufnagel, The Digital Wrangler®
Kate Hufnagel is the founder of The Digital Wrangler®, where she helps individuals and small business owners organize the critical details of their digital lives and legacies. As a business continuity and legacy organizer, speaker and coach, Kate equips clients with practical strategies to reduce stress, protect digital assets and leave behind clarity instead of confusion. Based in Monument, Colorado, she works with clients nationwide and is passionate about empowering people to prepare for both the inevitable and the unexpected. When she's not wrangling digital chaos, Kate is likely on the hunt for her perfect donut. As an auntie and bonus mom of two, she understands just how meaningful it is to leave behind clarity and not confusion.
