Cybersecurity Best Practices for Estate Planning Firms
Estate planning firms handle some of the most sensitive information imaginable: financial account details, investment portfolios, property ownership...
2025
Pixels & Probate The First 48 Hours: Immediate Digital Actions for New Executors
An urgent, actionable guide for when grief meets responsibility --- Introduction: Why These First 48 Hours Matter You've just taken…
The Digital Executor’s Checklist: 7 Asset Categories You Must Inventory
When Owen received the call that his mother had passed away, he felt unprepared. As executor, he faced mountains of…
How to Access a Deceased Person’s Gmail Account: A Practical Guide for Executors and Family
When someone passes away, their digital presence—including email accounts—becomes part of their estate. But unlike a safety deposit box, accessing…
Outlook and Microsoft 365 Estate Access: A Step-by-Step Guide
When a loved one passes away, accessing their digital assets becomes a crucial part of the estate administration process. For…
When Do You Need a Court Order for Digital Assets? (State-by-State Guide)
Digital assets have become as valuable and essential to estate administration as traditional property, yet they remain more inaccessible and…
Managing a Deceased Professional’s LinkedIn Profile
Type: Cluster Tutorial Target Audience: Executor Elena Professional Executor, Specialized Sam Digital Estate Consultant --- Introduction When a...
Letters Testamentary vs. Death Certificates: A Digital Executor’s Guide
When navigating the responsibilities of managing a loved one's digital and financial assets, executors face a critical question: Which documents…
The Ethics of Digital Executor Access: Handling Secrets and Private Messages
The death of a loved one creates an intersection of grief and responsibility that few are prepared to navigate. For…
Recovering Funds from PayPal, Venmo, and Cash App as an Executor
In today's digital-first world, the deceased's assets aren't always held in traditional bank accounts. Digital payment platforms like PayPal, Venmo,…
How to Cancel Streaming Subscriptions for a Deceased Relative
Losing a loved one is overwhelming enough without discovering they have dozens of recurring charges still draining their estate. As…
The 90-Day Digital Estate Administration Roadmap
Target Audience: Professional Executors & Family Administrators Content Type: Cluster Tutorial Reading Time: 12 minutes --- Introduction Whether you're...