Equipping Estate Planners to Guide Digital Asset Management

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By Jenny Tang

This project recommends that estate planners incorporate digital estate planning, including setting up beneficiaries for digital accounts, passing down account information, and sharing key information such as passwords, into their standard estate planning procedures. As assets and sensitive information are increasingly stored online, the need to ensure there is a plan for managing these digital assets has rapidly increased. Together, these resources would reduce stress for heirs and clients alike, and help estate planners effectively develop informed plans for digital estates alongside physical assets.

This project was completed as part of the 2026 Science and Technology Policy Fellowship, an Aspen Policy Academy program to teach science and technology experts how to impact policy.

Download the Executive Summary

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