Shoup Legal - November 2024

Master Your Money With Reverse Budgeting

SECURE YOUR LEGACY WITH A DIGITAL ESTATE PLAN From Social Media to Online Banking

Create a digital estate plan. Follow these essential steps to ensure your digital assets are properly managed and distributed. 1. Identify your digital assets. List all your online accounts and digital assets. This inventory should include usernames, passwords, and any other relevant information. 2. Determine where you’d like them to go. Specify what should happen to each of your digital assets. For example, you may want your social media profiles memorialized or deleted and your photos shared with family members. 3. Select a digital executor. Choose a trusted person to manage your digital assets according to your wishes. This person could be the same as your estate executor or someone more tech-savvy. 4. Secure and legalize your digital estate plan. Ensure your plan is legally binding and stored securely. Your digital executor should know where to find this plan when needed.

In today’s digital age, we spend much of our lives online. Our digital footprint covers everything, from online banking and bill payments to social media interactions and photo sharing. But what happens to these digital assets after you pass away? This is where a digital estate plan becomes crucial. Your digital legacy includes all the interactions and content you’ve created online. This might encompass your social media profiles, email accounts, online conversations, photos, and even your blog. Managing these digital assets is essential not only for practical and financial reasons but also for emotional ones. Your emails, documents, and social media posts constitute an incredible legacy of content that might be meaningful for your loved ones.

What are digital assets? Digital assets cover a wide range of online accounts and information, such as:

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Email accounts

Online dating or gaming accounts Online accounts for utilities

Social media profiles

Online banking accounts Subscription-based services

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E-commerce accounts (e.g., Etsy, Amazon, eBay) Cloud-stored photos and files Planning your digital legacy is an important step in today’s connected world. When you take the time to create a digital estate plan, you can provide peace of mind for yourself and your loved ones, ensuring your online presence is handled with care and respect after you’re gone. A Passion for Creativity and Compassion Cellphone apps Loyalty program benefits (e.g., frequent flyer miles) Any other personal data stored on your computer, cellphone, or tablet • Get to Know Heather, Our Marketing Star

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Meet Heather, our amazing marketing assistant! Recently, she celebrated her one-year anniversary with our firm, and

social media, creating posts and graphics, and making sure our online presence shines. She also coordinates our in-person estate planning workshops and organizes our on-demand webinars, keeping everything running smoothly. “I love using my creativity in my work,” Heather says with a smile. “I’m a little sarcastic and sassy, and that aligns well with our content. I also remain professional, as I understand that in this field, we need to be compassionate and understanding.” Outside of work, Heather is an awesome mom of two — an 11-year-old daughter and an 8-year-old son — and has been married for 12 years! With her husband, who ended his enlistment in the military after 12 years of service, they both enjoy the perks of working from home and spending quality time with their family. Heather still keeps her passion for photography alive, often capturing special moments for friends. She loves making family time a priority and cherishes those moments together.

in that short time, her growth and contributions have been incredible.

Before joining us, Heather was a self-taught photographer, running and marketing her own business for about six years. While her husband was stationed at Camp Pendleton in Oceanside, California, as a Marine, she started studying to become an ultrasound technician. However, when her family relocated to North Carolina for her husband’s career, she had to shift gears. Embracing the change, Heather decided to pursue her passion for marketing and pursued her bachelor’s degree through Southern New Hampshire University. Heather graduated last year and began her journey with us as an intern. Thanks to her hard work and dedication, she quickly earned a promotion to marketing assistant. In her role, she wears many hats — managing all of our

“Five years from now? I have enjoyed my time with Shoup Legal thus far and hope to become marketing manager in the future!” she says.

Heather, we are thrilled that you have chosen Shoup Legal to call home and look forward to many more years serving our community and clients together!

Plan today for peace

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