Digital assets are easy for even a thorough estate planning conversation to miss — not because attorneys don’t care, but because the traditional intake questions were built for a world of bank accounts and real estate, not crypto wallets and cloud storage.
The three questions worth adding to every consultation
- “Do you have any assets that exist only online?” This is deliberately broader than “do you own crypto” — it also surfaces domain names, frequent flyer miles, online business accounts, and digital storefronts clients don’t think to mention.
- “If something happened to you tomorrow, could your family get into your phone and email?” This surfaces the access problem directly, in terms a client immediately understands.
- “Do you have a password manager or any system for storing your passwords?” This identifies whether a digital vault conversation is needed at all, or just a matter of documenting what already exists.
The goal of these questions isn’t a full technical audit in a single meeting — it’s discovery. Most clients genuinely don’t realize how much of their financial and personal life now lives entirely online until someone asks directly.
Related reading
This is part of our series on digital estate planning for Fort Worth families.
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