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August 27th, 2026 11:00am Central Time

August 27th, 2026 | 11:00am Central Time

Virtual

Register Now

Digital Estate Planning: What Happens to Your Digital Life After You're Gone?

From email and social media accounts to online banking, digital photos, cloud storage, and cryptocurrency, many of our most important assets and memories now exist online. But have you considered what happens to those assets if you're no longer able to manage them?

Join Jeffrey Levine, Chief Planning Officer at Focus, for an enlightening discussion on digital estate planning. Learn why digital assets deserve a place in your estate plan, the challenges loved ones may face in accessing online accounts, and practical steps you can take today to help protect your digital legacy and make things easier for those you care about.

In this session, we’ll cover:

  • Why digital estate planning may now be an essential part of a comprehensive estate plan
  • Common challenges loved ones may face when trying to access email, social media, financial, and cloud-based accounts
  • How to create an inventory of your digital assets, including online accounts, digital photos, and cryptocurrency holdings
  • How estate planning documents can help grant appropriate authority to trusted individuals
  • Best practices for reducing confusion, protecting privacy, and preserving important digital memories

Whether you're managing online financial accounts, storing family memories in the cloud, or investing in cryptocurrency, your digital footprint is likely larger than you realize. This webinar is designed for retirees, pre-retirees, business owners, parents, and anyone who wants to help simplify the future for loved ones by creating a plan for their digital assets. 

Register Now

Featured Speakers

  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™, TPCP®

    Chief Planning Officer

    Learn More About Jeffrey

    Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.

    Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Focus gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

  • Stavros Rizakos

    Associate Vice President, Client Development

    Learn More About Stavros

    As Associate Vice President of Client Development, Stavros serves as the first point of contact for prospective clients at Focus Partners. He works with prospects to understand their financial goals and unique circumstances, then leverages Focus's national network of over 100 offices to implement a tailored wealth management strategy.

    At the heart of Stavros's work is connecting people with the right people. He believes the best advisor-client relationships are built on shared values, mutual respect, and genuine connection. Stavros takes pride in facilitating meaningful partnerships that lead to lasting relationships and helping clients understand how comprehensive wealth management can address their challenges, from tax mitigation to business exit planning and multi-generational wealth transfer.

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