Class: Digital Estate Planning

The Case

The user group most in need of personal digital archiving resources at the moment are retirees as they plan for end of life. Many that I’ve spoken with only include physical objects in their estate plans, and the idea that they must also think about their ‘digital estate’ is alarming.

You might think that retirees don’t have many digital assets, but according to a 2015 article in The Wall Street Journal called “How Technology Will Transform Retirement”,  those 55 and up were the highest percentage of mobile smart phone app users (although they tend to use the smallest variety of apps).

wallstreetjournalinfographic

From my experience teaching digital estate programs this year, retirees are most interested in the future of the photos on their phone, their email, personal computer, and Facebook. What differs from other age groups is the greater concern for privacy and the wish to delete these assets so that they do not linger after death. As one attendee told me, the idea of a memorial Facebook profile was “creepy.”

In summary, this is an important program for public libraries to run, and to encourage librarians to do so, I’ve put together a packet that includes slides, a review of one of my programs, examples of how they’ve been marketed, and class handouts.

The Class

I taught this class 5 times in the District this year – 4 at library branches and once at a senior center.

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Capital Hill Village Senior Center Ad for my class.

The majority of the resources for this class come from John Romano and Evan Carroll’s fantastic website thedigitalbeyond.com . I can’t rep this resource enough. It aggregates resources and news related to digital estate planning under archival, cultural, technical, and legal themes. Some of my favorite resources include:

90 minute class outline:

  • Begin by making a case for digital estate planning. I discussed this from the perspective of an archivist, but you could also take a legacy or privacy angle in this intro.
  • Review the current legal landscape with the introduction of the FADAA, and emphasize that at this point in time (in DC) nothing about the future of your digital assets can be taken for granted and it really comes down to communicating with loved ones and writing explicit directions in a will.
  • Define a digital asset vs. a digital account, emphasizing that assets are yours but accounts can be trickier due to Terms of Service agreements
  • Review the digital asset management checklist
  • Discuss how to help facilitate the transfer of digital assets and accounts using three examples: Facebook, personal computer, smart phone
  • Review sample statements provided by Romano and Carroll (who are both attorneys) that could be used in a will
  • Discuss available resources
  • Have a 20 minute Q and A

Tips from teaching these classes:

  • Emphasize at the beginning and end of class that you are not a lawyer and are not giving legal advice. You are sharing resources created by attorneys.
  • Demoing how to change the legacy settings of a Facebook profile is very popular
  • Working on the inventory together is a great activity to gauge how well people are understanding what digital assets and accounts are
  • Encourage retirees and their loved ones to take the class together and discuss the check list with each other
  • Assume that tech knowledge will be varied
  • Connect with a local senior center or retirement group to come to the class or go to them

Class Materials

 

Interested in personal archiving programming? Check out my workshop lesson on Personal Archiving with Facebook!

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