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Betsy Ehrenberg 6 posts 0 comments
Betsy Ehrenberg is CEO and founder of Legacy Concierge, a service that builds a unique connection to their clientele by bridging the gap between estate planning and the location, control, curation and collection of their Digital After Life as a gift to the next generation. By providing a safe and secure home for records of the assets, financial and sentimental affairs are electronically organized at death so the executor has a comprehensive plan for settling an estate. Legacy Concierge operates internationally and currently maintains over 300 notification protocols for government agencies and private enterprises to save money and memories.
Digital assets have been on the radar of estate planners for many years, but their scope has recently expanded - exponentially. The pandemic forced more people online than ever before, and each account, domain name, and other online…
Protecting Your Client’s Digital After Life
Strictly speaking, digital assets are content that is stored in any electronic format. That could mean photos, videos, emails, spreadsheets or text. New digital formats are constantly emerging therefore the definition of a digital asset is…
Using Tech to Improve and Grow Your Estate Planning Practice
Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other…
Estate Planning in an Online World
Whether it’s a simple Facebook account, a library of online photo and video content, or a slate of online banking, investment, and credit accounts, nearly every estate planning client has some sort of online presence or digital footprint.…
Grave Robbing in the 21st Century
In today’s increasingly connected world, identity theft has become a serious problem.
Keeping Your Digital Vault Complete, Correct & Current
With over 2.6 million deaths in the U.S. each year, family offices, wealth managers, loved ones and attorneys are often not prepared to effectively erase an electronic footprint and secure digital assets of the deceased.