As more of our lives transition into the digital realm, selecting a digital executor to manage your online presence after you pass becomes just as important as choosing a traditional executor. A digital executor will be responsible for handling your online accounts, files, and digital assets based on your wishes, so it’s essential to choose someone who is not only trustworthy but also tech-savvy and capable of navigating your digital world.
In this blog post, we’ll discuss what to consider when selecting a digital executor, five key questions to ask a potential candidate, and how to engage them in a meaningful conversation about taking on this responsibility.
Considerations Before Selecting a Digital Executor
Before approaching someone to act as your digital executor, take a moment to reflect on these key factors. The person you choose should not only be trustworthy but also have the skills and ability to manage your digital estate efficiently.
- Relationship to the Individual
Choosing someone you trust deeply is crucial. This person will be responsible for sensitive information, including social media accounts, financial platforms, and possibly intellectual property. Consider whether this person understands your values and priorities, and can be trusted to handle your digital legacy with care. - Knowledge of Online Services and Platforms
Since a digital executor will be responsible for managing a wide array of online accounts, from social media to email to cloud storage, they should have a solid grasp of the digital world. Ask yourself, does this individual already use and understand online platforms like Google Drive, social media, or cryptocurrency exchanges? Familiarity with the services you use will make their role much easier. - Ability to Navigate Online with Ease
Beyond general familiarity, the person you choose should be comfortable navigating the internet, troubleshooting issues, and dealing with security protocols like two-factor authentication. Consider whether this person has a track record of being tech-savvy and problem-solving in the digital space. - Availability and Willingness
While someone may seem like the perfect fit on paper, it’s important to assess their availability. Will they have the time and mental bandwidth to take on this role when needed? Consider their lifestyle, other obligations, and overall willingness to assist in this capacity.
Key Questions to Ask a Potential Digital Executor
Once you’ve identified someone who could be a good fit, the next step is asking the right questions to ensure they’re comfortable and capable of handling the responsibility. Here are five key questions that can help you determine whether the person is a good fit for the role of digital executor:
- Are you comfortable managing online accounts and digital platforms?
This question helps you gauge whether they feel at ease navigating different websites and apps. Someone who already uses digital services regularly will be more prepared to manage a wide variety of platforms. - How familiar are you with handling digital security measures, such as password managers and two-factor authentication?
Digital estate management often involves dealing with security systems. Ensuring the individual is knowledgeable about password management and online security will help prevent issues later on. - Would you be willing to manage my digital assets, which may include everything from social media accounts to cryptocurrency?
It’s important to clarify the scope of what they will be handling. If they’re unfamiliar with or uncomfortable managing assets like cryptocurrency, this may be a signal to either simplify your plan or choose another candidate. - Do you feel comfortable collaborating with an attorney or estate planner to ensure everything is legally sound?
Managing digital assets often requires legal coordination, so it’s essential that your digital executor is willing to work with legal professionals to ensure your wishes are upheld. - Are you open to updating your knowledge and staying current with changes in digital platforms?
Technology is always evolving, and certain platforms may update their policies or services. Ensuring that your executor is willing to learn and adapt to these changes is critical for a long-term plan.
Engaging a Digital Executor: How to Start the Conversation
Once you’ve identified a candidate and determined that they are a good fit, the next step is to have an open conversation about the role. Here are some tips for engaging a potential digital executor and ensuring they are willing to take on the responsibility:
- Explain the Role Clearly
Start by explaining what a digital executor does and why you believe this role is important. Emphasize that it involves more than just logging into accounts—it’s about managing your digital presence and assets with care. - Discuss Your Digital Estate Plan
Share the specifics of your digital estate plan. This includes what types of assets they’ll be managing, whether it’s social media, email, cryptocurrency, or digital files. Clarify what your wishes are for these assets, whether accounts should be deleted, memorialized, or transferred. - Offer Resources and Support
Let them know they won’t be handling everything alone. Offer to provide resources such as a password manager, a digital inventory, and support from an estate attorney if needed. Making the role feel manageable will increase the likelihood that they’ll be willing to accept. - Provide Time to Consider
This is a big responsibility, so give them time to think it over. Assure them that there’s no pressure and that you value their honest decision. Follow up in a respectful manner after they’ve had time to reflect on the role. - Ensure Willingness to Stay Updated
Lastly, emphasize the evolving nature of digital platforms. If they agree to take on this role, discuss the importance of staying informed about changes in digital security, services, and regulations.
Final Thoughts
Choosing the right digital executor is an essential part of your estate planning process. By carefully considering their skills, knowledge, and willingness, and asking the right questions, you can find someone who will manage your digital estate with the attention and care it deserves. Start today by thinking through your options and having meaningful conversations with potential candidates.
