Digital Estate Planning

Making Use of A Digital Vault to Protect Your Digital Assets for Your Loved Ones

Protect Your Digital Assets and Be The Hero

Digital estate planning is important
Introducing Our digital Asset Management service

What Is A Digital Asset?

There is no ‘official' text or legislation that defines exactly what is a digital asset in the UK (this will change soon), however, the best way to understand what it is exactly, ‘is any information about you, belonging to you or created by you that exists in digital form, either online or on an electronic storage device, including the information necessary to access the digital asset' (Digital Assets on incapacity and death, LexisNexis)

There are personal digital assets and business digital assets. The list below are examples but are not exhaustive:

Examples of ‘Personal' Digital Assets…

  • Any Information or data stored electronically
  • Online Accounts (includes but not limited to Banking, utilities, email, betting, social media etc…
  • Virtual currency i.e. Bitcoin and other crypto.
  • Domain names, blogs, websites etc
  • Intellectual Property/ Personal Profiles
  • Any digital assets owned by a business such as:
  • Computer hardware (intangible) i.e. files, docs, spreadsheets, passwords to digital information
  • Online accounts including business banking, crm systems, branding assets, reports
  • Company email, cloud services, social media, digital platforms
  • Domain names, cms systems and websites, client history, email lists etc.

Examples of ‘Business' Digital Assets

Do You Know What Happens To Your Photos and Passwords when you die?

While death is not the most exciting of topics to start a conversation and break the ice, one thing that is very clear today is that we all possess numerous digital assets and highlights the importance of embracing digital estate planning.

The thought of never being able to access a family photo or holiday videos of a close loved one is very painful and devastating

The emotional torture that something could have been done about it had you been told or informed would cause significant anger and disappointment

Why Is A Digital Vault So Important?

It's a fact that none of your relatives will be able to access your phone, computer, cloud storage, or email accounts without the passwords… There's even legal precedent that even with your permission, from your will, your executors will not have an automatic right of access. Digital Estate Planning is extremely important consideration when discussing any element of asset protection, succession planning or estate planning in general.

Further information regarding the importance of digital assets and why they should be considered during planning can be found in the following article by STEP (The Society of Trusts and Estate Practitioners),

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Take Control of Your Future, Now!

You've taken the time to sort out your traditional assets, what about the digital assets, protect your loved ones, leave no stone unturned.


How do they cancel your Mobile Phone Contract? How do they access your work or business email? How do they email your clients?

Photos and Videos

Do you have captured memories on your devices that your family and loved ones would cherish to have? Videos, Holiday memories, Weddings, Birthdays, Special Events?

Special Care Instructions

What's your special family ingredients for that ‘secret' recipe? What are your children's allergies? Where does your dog love his walks?


Do you have important legal records or digital Assets (i.e. Crypto/ NFT's) Private Keys stored on devices? These are impossible to access without the correct logins.

Personal Messages

Record videos or write letters for loved ones. Letting those who are closest to you know how much they mean to you is a great way to preserve precious memories

Legal Documents

Make sure copies of Wills, Trusts, Powers of Attorney, and other important legal documents are available and the locations of the ‘original documents' made available to prevent days of searching

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How Secure Is Your Information?

The security of your digital assets is maintained using triple layers of encryption, and separate lock and key principals.

Each user's data is encrypted between their computer and the server (SSL) of our supplier – BePrepared then individually encrypted by the app, and lastly encrypted on the database.

Should any section of the infrastructure be attacked or hacked, your data is still safe, as the key is spread over separate application resources.

In addition to all of the above, every single time you choose to login, a special code is messaged to you to use alongside your password (special authentication) so a hacker even with your login details would not be able to gain access.

Military Grade Encryption

Three Layers of encryption for every user.

You Are in Full Control

Download the Digital Vault natively on your computer and access when you need to.

One Stop Shop

All types of digital assets can be stored, business and personal.

Easy Access

Even with the robust security protocols, access is easy

Cost Effective

You will not require any other digital asset management service and every client of ONCE receives their digital asset vault Free of Charge

Complete Peace of Mind

In the age where leaving a digital legacy is becoming significantly important, you know have a tool that makes it all possible

How Do We Know If A Death Event Has Taken Place?

what's the fail safe using this sytem?

Here's How The Process Works (To Protect What's Yours)

A secure way of making sure your digital assets can be accessed at the appropriate time (When a death event occurs)

We Are Alerted

One of your confidants (someone who you trust and elect to have certain access) or your lawyer, let's us know of your passing via the Digital Vault.

We Attempt To Get In Touch

The Digital vault is coded to get in contact with you (the owner) to check the validity of the claim (of a death event)

We Check When You Last Used Our systems..

The Digital Vault is also programmed to check when you last logged in and any activity that may have taken place. Again to verify validity of the claim of a death event.

If You Can Not be Contacted…

All of your confidant's, will be contacted (if there is no response from you) Ideally, to verify independently that a death event took place.

If Your Lawyer…

Is connected to your account, they will also be required to verify if a death event has occurred before any private digital assets will be released as per your terms

By Unanimous Agreement…

Once everyone connected to the account has been contacted and there is absolute agreement by all concerned, only then shall your data be released.

Who Can Access My Digital Vault?

You are the only person who can access the vault during your lifetime, unless you specifically create an event for one of your confidant's (those you nominate to access your private digital information when required) to have access also. Otherwise the information can only be accessed once a death event is confirmed

You are able to limit how much or how little your confidant's can access. Your confidant will have their own access to the software which we shall supply free of charge, once you nominate them

As your Lawyer/ Private Wealth Adviser, we can upload documents such as a copy of your will, trust documents etc, but we will not have sight or access to any tertiary documents you have stored unless you decide to give us access to do so.

How Do You Get Access To A Digital Vault?

All of our Private Wealth Clients Receive Access To The Vault for life, Free of Charge

Once we are instructed to draft documents on your behalf or you utilise one of our services where estate planning is required, then you will automatically eligible for access to a ONCE Wills and Trusts Digital Vault Service Free of Charge which is part of our commitment to embrace digital estate planning.

As a complimentary resource, click the link to download a copy of the STEP Digital Estate Planning Checklist / inventory for you to start thinking about all of the potential digital assets you possess and should start thinking about protecting.

Digital Estate Planning

Get Started With Your Estate Planning Today…