Planning for digital assets - Solutions For Financial Planning* — Smith Financial Solutions | Financial Advisor

This worksheet is designed to help you gather information about your digital assets and create an initial plan for how you want them handled.

Once completed, it’s a good idea to share it with an advisor or lawyer who can assist you in incorporating your instructions into your power of attorney and your will. Review this worksheet regularly to add new digital assets and update any password changes.

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* This article opens in a new window directing you to Manulife's Solutions for Financial Planning Magazine.

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