02/16/2026
THE 5-MINUTE ESTATE PLANNING STEP MOST PEOPLE MISS
Estate planning today includes digital planning.
Even when clients do everything right - set up a trust and update beneficiary designations - digital assets can still create unexpected problems.
With my colleagues, we just discussed a situation where a surviving spouse had to consider opening a probate solely to obtain a court order for access to an Apple account.
That’s a headache that is almost always preventable.
📱 Apple – Legacy Contact
https://support.apple.com/en-us/102631
📧 Google – Inactive Account Manager
https://support.google.com/accounts/answer/3036546
👤 Facebook – Legacy Contact
https://www.facebook.com/help/1506822589577997
It takes just a few minutes.
If the menu options look different, simply search:
“Digital legacy settings [platform name]” - platforms update their layouts frequently.