Digital Legacy Planning Blog

Learn how families should handle a genetic testing account after death, including DNA data, family trees, privacy choices, and account deletion risks.

Learn how families should handle a telehealth account after death, including portals, prescriptions, billing records, HIPAA authority, and privacy.

Learn how families should handle a patient portal after death, including HIPAA, personal representatives, proxy access, medical records, billing, and privacy.

Learn how to plan for an ID.me account after death, including identity verification records, MFA, official support, closure, and fraud prevention.

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.