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Planning for the Future: 

Your Guide to Creating a Digital Estate

As we navigate through the digital revolution, our online presence has become as integral as our physical assets. Digital estate planning, a term that might sound futuristic, is now a critical part of safeguarding our digital footprint. As your real estate agent, I'm here to guide you through understanding and securing your digital estate - an often-overlooked aspect of personal asset management.

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Planning for the Future: Your Guide to Creating a Digital Estate

Beth Cree

Beth’s focus with her clients is to serve with integrity and professionalism...

Beth’s focus with her clients is to serve with integrity and professionalism...

Jan 9 5 minutes read

What Is Digital Estate?


Digital estate planning involves managing online assets like social media accounts, digital photos, online banking, and even virtual real estate tours. These assets, if left unaddressed, could pose challenges for your loved ones in accessing or managing them in your absence.

Why Is It Important? 


In the context of real estate, digital assets can include everything from online property listings to digital mortgage documents. Without a proper digital estate plan, these assets could become inaccessible, leading to potential losses or legal complications. It's about ensuring continuity and ease of access for those you entrust with managing your legacy.

Key Steps In Digital Estate Planning 


List Your Digital Assets: 

This includes all online accounts, digital property documents, and any other digital platforms related to your real estate investments.




Regular Updates :

Just as the real estate market evolves, so do digital platforms. Keep your digital estate plan updated with any changes in your digital assets.


Ensure Accessibility: 

Securely store and share login information and instructions for managing these accounts with someone you trust.

Consult with Professionals

Digital estate laws are complex and continuously evolving. To ensure that your digital assets are properly integrated into your estate plan, it's essential to consult with a legal expert specializing in digital estate planning. They will provide detailed advice and guidance tailored to your specific situation, helping you navigate the unique challenges and legal considerations associated with digital assets. This expert consultation is crucial for securing your digital assets effectively and ensuring they are managed according to your wishes.

A Vital Part of Legacy Planning

Your digital estate is an extension of your physical assets and requires the same level of attention and care. As your real estate agent, I'm committed to guiding you through both the physical and digital aspects of your property management and legacy planning. Let's work together to ensure that every aspect of your estate, digital and physical, is securely managed and planned for the future. 

Is Downsizing In Your Future?It Was In Mine!

I specialize in assisting homeowners who want to downsize to a smaller home or to purchase a home on one level.

Downsizing is a process filled with emotion and many moving parts to consider, and many homeowners are confused about where to start.  They may also delay downsizing as a result of this, and then life takes an unexpected turn.  I have expertise and a team of experienced professionals to guide you through each step of downsizing.

Downsizing can be an emotional process.  It’s hard to leave your long-term home, maybe the home you raised your children in.  I get it! I’ve been there!  My husband and I have downsized due to health issues, and I’ve downsized my elderly parents twice and now take care of them.  I understand it’s a difficult decision, and I’m here to guide you through the process.

Here’s an example of a client who recently downsized from their home: 

Bob and Sue’s health was becoming a concern and their current home wasn’t appropriate to their needs.  We met to discuss their situation and create a plan for their success.  Their home value would improve significantly with a few simple repairs, new paint, and new flooring.  My contractors were able to meet their needs quickly and in respect of their unique needs.  Our stager created a Wow factor in the home, and we sold the property within 24 hours.  They were matched with an estate sale specialist that fit their needs, and they are now living exactly where they hoped to be.

Call today to talk about your downsizing needs!  Let’s pull together a plan to fit your needs!  

My advice to those downsizing, make your move proactively and not reactively.  Call me today!


Are you or a loved one is in need of downsizing or becoming empty nesters?

Download my Resource Guide to "Preparing Your Home for  Downsizing".

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We hope this helps you begin your process of downsizing or empty-nesting. We're excited to start this journey with you.

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