Digital Legacy Planning · Sage Legacy Law
Digital Legacy Planning
Your life exists in more places than ever before.
A modern estate plan is no longer limited to physical assets.
A comprehensive plan considers both the tangible and digital dimensions of life — from family photographs stored in the cloud to cryptocurrency wallets, from cherished social media archives to online businesses generating real income.
27+
avg. digital accounts per person
$1T+
in unclaimed digital assets globally
89%
of people have no digital estate plan
Digital Accounts
The everyday digital life.
Most people have dozens of online accounts — many holding memories, subscriptions, and personal correspondence that deserve intentional handling.
Personal and professional inboxes accumulated over decades.
Cloud Storage
Files, documents, and data stored across Google Drive, iCloud, Dropbox, and more.
Photos & Videos
Irreplaceable digital memories across multiple platforms and devices.
Social Media
Facebook, Instagram, LinkedIn — accounts with audiences, history, and personal expression.
Subscriptions
Recurring services, memberships, and auto-billing that continue after death without a plan.
Digital Wealth
Modern assets require modern planning.
Digital wealth is real wealth. Without proper documentation and authorized access, these assets can be permanently lost — inaccessible to even the closest family members.
Cryptocurrency
Bitcoin, Ethereum, and other digital currencies held in wallets, exchanges, or cold storage.
Digital Investments
Online brokerage accounts, robo-advisors, and fintech platforms.
NFTs & Digital Collectibles
Non-fungible tokens, digital art, and blockchain-based assets.
Online Businesses
E-commerce stores, content platforms, Substack newsletters, YouTube channels.
Intellectual Property
Written content, software, creative works, and digital products with ongoing value.
Digital Continuity
The infrastructure of succession.
Knowing what you have is only the beginning. A complete digital legacy plan ensures the right people have the legal authority and practical information to act.
Digital Inventory
A structured, comprehensive record of all digital accounts and assets.
Letters of Instruction
Plain-language guidance for fiduciaries on how to manage, transfer, or close each account.
Authorized Fiduciary Access
Legal designation of who can access accounts on your behalf — and under what circumstances.
Trustee Guidance
Clear instructions for trustees managing digital assets within a trust structure.
Secure Succession Planning
Documented access protocols that don't compromise security during your lifetime.
The Modern Estate Plan
A comprehensive plan considers both the tangible and digital dimensions of life.
The life you have built exists across physical and digital worlds. Your estate plan should too.