In a world where so much of what we value lives online, taking time to thoughtfully document your accounts, access points, and digital property is one of the most caring and responsible steps you can take.
This Digital Assets Inventory resource — originally developed by Rutgers University — is designed to help you organize and protect the digital pieces of your life that matter most.
Completing this information and storing it securely ensures that your chosen executor or trusted individual can access what’s needed — when it’s needed — especially in an emergency.
By preparing now, you give your loved ones clarity, confidence, and the ability to honor your wishes without additional stress.
At Ellis Wealth Management, our commitment to planning, advice, coaching, and investments reflects something deeper: we care about your family’s success well beyond the balance sheet. If you have questions or would like guidance as you complete this document, please call us.
We’re here to support you every step of the way.
