Elevate Estate Planning to the Tech Level

Top Tiered Law Firms now address Digital Assets

We have the latest, verified research ready for you and your clients

Let us help you save time, money and frustration when it comes to understanding what online accounts your clients have as you address their estate planning and administration needs.

What does Dexit provide?

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Digital Asset Discovery Process

Customized 10-15 minute dynamic discovery process that maps out your client’s online footprint and assigns directives to digital assets. Passwords and access points are not part of the inquiry, client confidentiality is preserved by anonymity.

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Digital Asset Disclosure Report

This report outlines digital assets as well as the directives indicated by their client. These directives include account closure, deletion, fund and ownership transfers as well as memorialization.

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Digital Asset Inventory Analysis

Digital Asset Inventory Analysis is a step by step guide for both Testators and Executors to prepare and execute proper digital asset and account management.

All information is up to date and verified based on each company's terms and conditions.

How it works

  • Your client takes a dynamic 10 minute questionnaire and assigns directives to each digital asset and account.

    The comprehensive questionnaire addresses seven areas of digital assets:

    • Payments

    • Blockchain, Cryptocurrencies, Exchanges, Tokens

    • Biodata & Health

    • Travel & Loyalty

    • Social Media, Emails, Dating, Photo & Video Storage, Blogs & Vlogs and other Intellectual Property

    • Telephone, Web Services, Utilities, TV Streaming, Gaming Services.

    • Shopping and E-commerce Accounts

  • This report provides a complete outline of all the digital assets and accounts disclosed by your client, including directives assigned by your client. The directives include closure, deletion, memorialization, downloading data, transfer of funds, and ownership.

    This report will be sent directly to your law firm so that you can address all your clients' needs.

  • This in-depth report outlines all the information needed to fulfill the account directives. It includes up-to-date, verified company information, links, necessary documentation for the executor, timelines, options to access the accounts, and security measures. It is step-by-step guidance that executors spend hours finding to address their loved ones' digital assets. You don’t need to waste your time; we have already researched it.

    This report is sent directly to your law firm.

Law Office Benefits

  • Save time up front with a detailed index of your clients' online accounts. Annual renewals are recommended to optimize digital health and estate planning records.

  • Clients who address their online profiles as well as their tangible assets experience a more wholesome and thorough service.

  • Stay ahead of competitors with cutting-edge technology and innovative solutions by including digital assets in estate plans.

  • Boost employee productivity with cutting-edge features and user-friendly interfaces.

  • Utilize reliable, up-to-date, and verifiable information to address your client’s needs and concerns.

Client Benefits

  • Client satisfaction is prioritized as all online aspects are taken into consideration and assigned directives. These include accounts that hold funds, monies, rewards, loyalties, data, subscriptions and more.

  • Quick and efficient discovery process takes your client no more than about 10 minutes.

  • Guidance for testators and executors in managing accounts are available in the Digital Assets Inventory Analysis Report.

  • Your client will be asked to identify and outline account directives directives for each digital asset and online account. This provides guidance for the executor.