Do I need a digital plan?

YES!

We all have digital assets and digital accounts.

A recent online study published that the average user has over 168 accounts online that they need to log into.*

These accounts have an enormous impact on your family, your estate administration and your digital legacy if they are not planned for.  Let’s show you how this works and how we can help you to address these accounts:

  • This quick and easy Discovery Process requires taking a dynamic questionnaire and assigning directives to the accounts disclosed. We do not ask for usernames or passwords. Just follow the directions in the prompts for your questionnaire. Takes under 10 minutes.

    If you are updating your annual portfolio, you will take the latest version of the questionnaire in order to keep up with your ever changing accounts.

  • Please select your preferred report(s):

    The Digital Asset Discovery Report is a quick and convenient indexed checklist that you, your lawyer or executor/trustee will use for document preparations. It provides company accounts and directives. No private information, usernames or passwords are in this document.

    The Digital Asset Inventory Analysis will outline company details, provide links and give current testator step by step instructions on recommendations available by that provider using the latest verified information.

    There is also an Executor Recommendation section in this report which outlines the steps available in order to perform their judiciary duties as it pertains to technical needs and requirements.

    Dexit provides technical advice only, and terms may be subject to change.

  • Now that you have valuable information at your fingertips what will you do with it? Join us once a month for a free webinar that will help guide you through the steps you want to take to preserve your legacy plans! We will go over major accounts and have a Q&A session for customers with specific questions. Contact us for updated scheduling

  • You have just saved your Estate Planning attorney hours of discovery and research time by being prepared.

    Your extensive Digital Assets Inventory Analysis will allow you to make sure your online legacy has been addressed in the most important way: WITH CARE.

    Your Digital Assets Disclosure Report will allow your attorney to scan for accounts that have monetary funds, crypto funds, tokenized assets, NFT's, travel and loyalty accounts, balances in hobby accounts, influencer accounts, Biodata and health accounts as well as all aspects of social media, and travel and loyalty reward programs.