PROTECT YOUR DIGITAL LEGACY Leave Behind a Path for Your Loved Ones
When creating an estate plan, there are many assets to consider. Most people think about their homes, retirement accounts, and heirlooms, but one vital thing is often overlooked: their digital lives. Today, we manage so much of our personal lives through digital accounts, and a username and password combination safeguards our activities and keeps our data secure. Two-factor authentication — a second step to logging in — keeps our data even more secure. But what happens to this data after you pass? Will your family know how to access it and therefore log in to your most valuable accounts? How can you make sure the right people have access to your passwords and digital data without making yourself vulnerable? And is this necessary? Find out below! Create a digital log. You must keep a record of all your digital profiles and login information for your loved ones before
you pass. You’ll help your family avoid having to jump through hoops with various companies just to retrieve your data after you’re gone. Anything from the cable company to your bank login needs to be recorded. Then, be sure to tell your family this information exists and how to find it. Use a password manager. Because passwords are necessary, companies have created password managers to keep all of your login information secure. But not all
managers are alike. The most secure options are cloud-based managers, which allow access from any location, and those that require two-factor authentication, which may use a fingerprint or a code sent to the phone number on file. There are many password managers to choose from, so start by doing your own research. Wired recommends 1Password for those just starting out! Talk to your attorney. If you opt out of using a password manager, an estate planning attorney can incorporate your digital logins into an estate plan. This will keep your data secure and accessible by those who need it after you pass. And even if you do utilize a password manager, it’s wise to notify your estate planning attorney. They will become your family’s go-to resource for guidance after you pass. As with any action you take regarding your estate plan, consult with a professional you trust before making a decision.
Providing Clients With Friendly Service All in a Day’s Work for Jason
Here at Shoup Legal, we’ve dedicated ourselves to creating a caring and welcoming environment for both our clients and employees. Our hardworking team is always friendly and available whenever you walk through our doors or call our office. Our Welcoming Team goes above and beyond for each and every client, and we’re excited to formally introduce Jason, who has been a member of our team since the beginning of this year. Jason joined our team with an extensive background in sales. For years, he worked as an account executive for a heating and air conditioning company. For the most part, he served as the face of the company and would often represent them at networking events. That’s actually how he met Andrea and learned about an opportunity with our office.
position. Though this is his first experience working in the legal world, his customer service skill set has allowed him to shine. Whether you’re a new client or a returning one, Jason is available when you walk in or call through the phone for whatever you may need. He greatly enjoys connecting with people and dedicates his time to listening to our clients’ needs and ensuring that they’re being taken care of. Over the past few months, Jason has fully invested himself in learning everything he can about the estate planning process. He takes pride in doing work that will help people protect themselves and their families. He genuinely wants what is best for his clients and truly cares about their unique situations. When you work with Jason, you’ll work with someone who is dedicated to your individual needs. When Jason is not at the office, you can usually find him playing roller hockey in Corona. He has a fiancée, two stepdaughters, and two beagles that
he absolutely adores. He enjoys going to concerts, plays, performances, festivals, and fairs. When he’s looking to kick back and relax, he’ll spend some time out enjoying nature or watching a movie at home. Next time you’re in our office, make sure you say hi to Jason!
Jason decided to pursue that opportunity, and we couldn’t have been more excited to offer him a
Plan today for peace
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