Ian Bryzek, CPA
Organizing digital records after death
organizing digital records after death: what to set aside now, why the timeline matters, and use a secure folder structure and retain original files where possible.
Digital folders need names that still make sense to the person who opens them three years from now. Digital records need filenames that preserve source, date, and asset context.
Digital records need filenames that preserve source, date, and asset context.
Start with the paper trail
Digital records need filenames that preserve source, date, and asset context.
What to do next
Use a secure folder structure and retain original files where possible.
What to gather
- Documents created closest to the event
- Statements or records showing dates and ownership
- Use a secure folder structure and retain original files where possible.
Who usually handles what
- Ian can help organize the tax records and identify the tax reporting question.
A practical next step
Use a secure folder structure and retain original files where possible.
Related guides
This is general tax information, not tax or legal advice. Tax treatment depends on the documents, timing, ownership, and facts involved.