Preserving Your Client’s Memories with the help of STEP

Our life’s memories deserve consideration just as much as our financial legacies do.  Have you taken the opportunity to talk to your clients about how to protect their social media accounts and their digital assets?

Most social media platforms have terms and conditions making these accounts private for security purposes and making it difficult, if not all out impossible, for family members to retrieve these accounts after their loved ones have passed on. The good news is that social media providers have put tools in place so that your clients can decide in advance how they would like their loved ones to access these accounts when they are gone.

STEP (the Society of Trust and Estate Practitioners) has made the process even easier for your client to safeguard and share their memories with future generations by providing useful guides to help update their account settings and how to open conversations with their family and friends about the importance of preserving these digital memories. Be sure to share these guides with your clients:

STEP: How to set up your digital accounts so that your loved ones can access them if you’re not able to

STEP: It’s good to talk (about your digital assets)

If you would like to learn more about digital assets, read our previous post: Protecting Your Client’s Digital Assets and watch our short video SMART TALK… about digital assets and share the client-friendly versions of these with your clients.

And if you have any questions, please be sure to reach out to your local PPI office – we’re here to help!

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Resources to help preserve your memories!