Digital Estate Planning Revenue Calculator
Monthly Revenue Projection
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What is Digital Estate Planning?
Digital estate planning helps individuals organize, secure, and prepare their digital assets for inheritance. With the average person having 100+ online accounts and valuable digital assets, this emerging field addresses the critical need to manage digital legacies in our increasingly online world.
Digital Assets Covered
- • Online financial accounts and cryptocurrencies
- • Social media profiles and digital content
- • Cloud storage and photo libraries
- • Domain names and online businesses
Target Clients
- • Tech-savvy professionals and retirees
- • Digital content creators and influencers
- • Online business owners
- • Cryptocurrency investors
Getting Started: Your First Month
Week 1: Education & Certification
- • Complete digital estate planning certification
- • Study legal requirements and state regulations
- • Research industry best practices and tools
- • Join professional associations and networks
Week 2: Tools & Systems Setup
- • Set up password management systems
- • Create digital asset inventory templates
- • Develop secure documentation processes
- • Install encryption software for client data
Week 3: Service Development
- • Create service packages and pricing structure
- • Develop client onboarding process
- • Build professional website with booking system
- • Design marketing materials and brochures
Week 4: Launch & Client Acquisition
- • Partner with financial planners and attorneys
- • Launch social media education campaigns
- • Offer free consultations to build client base
- • Network at senior centers and tech meetups
Essential Tools & Software
Digital Asset Management
- • 1Password Business $8/user/mo
- • LastPass Teams $4/user/mo
- • Bitwarden Business $3/user/mo
- • Keeper Security $45/year
Documentation Tools
- • Document Scanner $200
- • PDF Editor Pro $15/mo
- • Secure Cloud Storage $10/mo
- • Digital Signatures $20/mo
Client Management
- • CRM Software $50/mo
- • Scheduling System $20/mo
- • Video Conferencing $15/mo
- • Invoicing Software $25/mo
Security & Privacy
- • VPN Service $10/mo
- • Encryption Tools $50
- • Secure Email $8/mo
- • Privacy Screen $40
Service Packages & Pricing
Basic Organization
- • Digital asset inventory
- • Password organization
- • Basic documentation
- • Email delivery
Complete Planning
POPULAR- • Comprehensive asset audit
- • Legacy contact setup
- • Secure vault creation
- • Annual updates included
- • Family member training
Business Package
- • Business account inventory
- • Succession planning
- • Team access protocols
- • Quarterly reviews
- • Priority support
Best Practices for Success
✅ DO
- • Maintain strict confidentiality and security protocols
- • Stay updated on privacy laws and regulations
- • Build relationships with estate planning attorneys
- • Use secure, encrypted storage for all client data
- • Provide clear documentation and instructions
- • Offer ongoing support and regular updates
❌ DON'T
- • Store passwords in plain text or unsecured documents
- • Provide legal advice beyond your certification
- • Share client information without explicit consent
- • Use personal email for client communications
- • Neglect regular security updates and audits
- • Promise access to accounts you cannot legally manage
Professional Services Available
Need help launching your digital estate planning business? These professional services can accelerate your success:
Legal Compliance
Get guidance on regulations and legal requirements for digital estate planning
Find Legal Experts →Marketing Strategy
Develop targeted marketing campaigns for tech-savvy seniors and professionals
Get Marketing Help →Website Development
Create a professional website with secure client portals and booking systems
Find Web Developers →Related Business Guides
Senior Tech Support
Provide patient technology assistance to seniors learning digital tools.
Cybersecurity Consulting
Offer security assessments and protection strategies for businesses.
Financial Coaching
Help individuals achieve their financial goals through personalized coaching.