Digital Legacy Planning Blog

Learn what a Login.gov account after death means for families and executors, including MFA, connected agencies, account deletion, and safer planning.

Learn what families, executors, and surviving spouses should know about IRS online account access after death, transcripts, final returns, and tax records.

Learn how to organize online tax documents for digital estate planning, including final returns, IRS transcripts, Form 56 authority, Form 4506-T, and secure record access.

Learn how IRA beneficiary online account planning fits into digital estate planning, including beneficiary records, inherited IRA rules, login boundaries, and family documentation.

Compare transfer on death beneficiary tools with ordinary online account access, including brokerage TOD, bank POD, Google Inactive Account Manager, and executor planning.

Learn how app-based brokerage accounts fit into estate plans, including TOD beneficiaries, probate, documents, access limits, and practical executor steps.

Learn what families should do with Zelle after death, including bank-linked payment risks, pending transfers, contacts, and account review steps.

Learn how Robinhood beneficiary designations work after death, including transfer-on-death settings, IRA beneficiaries, estates, and crypto exceptions.

Learn what families should know about a Venmo account after death, including closure requests, balances, documentation, and safer planning steps.