Simplifying Estate Management and Protection
If you have been entrusted with managing
an estate, you are in the right place!
Managing a loved one’s affairs can feel overwhelming. Digital Closure offers consulting-based tools that assist families, executors, and professionals in organizing and completing digital and practical estate tasks with confidence. From closing online accounts to addressing identity theft, our step-by-step system helps simplify communication, safeguard information, and ensure nothing is overlooked. Digital Closure brings order, clarity, and peace of mind at every stage—whether planning ahead or managing responsibilities after a loss.
Helping Families Navigate the Estate Closure Process
Managing an estate can feel overwhelming—emotionally, legally, and financially. Many estate managers only face this responsibility once or twice in a lifetime, and most wish they had more clarity during the process. Digital Closure helps bridge this gap. With over 400 pages of structured guidance, including 4 checklists and 18 worksheets, we offer a clear framework to help navigate every stage of estate organization and closure.
Protecting the Estate and Its Information
Every estate involves critical steps—reporting to agencies, managing accounts, and protecting sensitive information. Digital Closure simplifies these tasks, helping prevent identity theft, which affects 2.5 million deceased Americans each year. Our tools guide families through reporting to government agencies and credit bureaus, closing financial and online accounts, managing payments and benefits transitions—so estates can act quickly and confidently to safeguard both privacy and assets.
Digital Accounts and Online Footprint
Each online platform has its own process for memorializing or closing accounts. Navigating them while grieving can be confusing and time-consuming. Digital Closure provides clear, step-by-step instructions to help close or manage more than 300 online platforms, ensuring your loved one’s digital presence is handled respectfully and securely.
Privacy, Security, and Control
Your estate’s information remains fully under your control. Only the data necessary to complete account closures is temporarily stored. Afterward, all information is permanently deleted. Families download and retain their own documents for future reference, ensuring long-term privacy and autonomy.
Preneed and Aftercare Options
Digital Closure supports both preneed (planning ahead) and aftercare (addressing a recent passing). Our resources guide families through organization and preparation, whether they are planning in advance or managing current responsibilities.
How to Access Digital Closure
If purchasing through a provider isn’t practical, you can also purchase directly via our contact form in the menu. All forms and worksheets are downloadable as PDFs—individually or as a ZIP file.
Checklist 1 – Tasks Through Final Arrangements Including Meeting with the Funeral Provider
This checklist includes meeting with the Funeral Provider and decision making from passing through end-of-life arrangements. Sections include “How to Write an Obituary,” “Veterans Benefits,” and many more!
PREVIEW of Checklist 2 – Essential Financial Tasks to Protect the Estate
Checklist 2 guides you through the four essential steps to help protect the estate’s finances. It includes sections such as “Reporting Passing to all Three Credit Agencies,” “Financial Institutions including Credit Cards,” and “Necessary Government Notifications,” each with detailed step-by-step instructions.
PREVIEW OF CHECKLIST 3 – REMAINING TASKS including Probate and Estate Administrator Duties for Estates WITHOUT a Spouse or Dependents
49 Sections, Including “Documents to Gather,” “Organizing & Paying Estate Creditors,” “Asset Distribution,” and “Closing the Estate,” with step-by-step instructions for each section.
PREVIEW of Checklist 4 –
REMAINING TASKS including Probate and Estate Administrator Duties for Estates WITH a Spouse or Dependents
This checklist includes all tasks from Checklist 3, plus additional tasks specific to estates with a spouse or dependents. Five additional sections including “Navigating Joint Credit Cards,” “Navigating Joint Banking Accounts,” & “Transfer of Joint Accounts to the Spouse,” all with step-by-step instructions.
Do You Have Questions???
Our chat, to the bottom right, references our knowledge base, including
our FAQ, and is the quickest way to find most answers. You can
also submit a support ticket using the Contact Us
button below or from the menu on any page.
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Please press the Signup Now button below. Once your information
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questions, discuss pricing, and provide a signup link if appropriate.
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