Digital Wellness: Essential Tools So Your Loved Ones Have What They Need

Your clients are going to need this. So will you.

When a family loses a loved one, the house is only part of what has to be handled. There are also passwords, bank logins, photos, subscriptions and social media accounts that nobody can get into. That digital side is now one of the biggest roadblocks families hit, and it often slows down everything else, the home sale included.

Join JCC Concierge and Laura Leist, CPO®, CRTS, for a practical session on digital wellness. You'll leave with quick wins you can use on your own accounts this week, plus a clear framework for guiding clients through estate, probate and care transitions.

What you'll learn and do:

• What a Digital Estate Plan is and why every household needs one
• The parts of a digital estate, including the categories of digital assets to identify
• The most common obstacles to accessing a loved one's accounts after they pass, and how to avoid them
• How cloud-based password managers work and what they can securely store (it's much more than passwords)
• How to set up Legacy and Account Recovery Contacts on iPhone and Inactive Account Manager on Android, so trusted contacts can get in when needed
• How to memorialize social media accounts for thoughtful digital closure
• A live walkthrough of products designed to capture your digital information, and how to use them

Plus: Scott Miller, Founder & CEO of JCC Concierge

Digital accounts are one piece of an estate. For most families, the biggest piece is the house.

Once the passwords and accounts are sorted out, the family still has to deal with the home. Often it's dated, full of belongings and needs work before it can sell well. The family may also be grieving, going through a divorce or moving a parent into care, so they don't have the time, energy or cash to handle it. That's usually where the listing stalls.

In this 30-minute session, Scott will show how JCC Concierge partners with real estate agents to take care of the home and everything around it:

Getting the home ready

• More than a funding solution. With Fix Now Pay At Closing, JCC pays for pre-listing work upfront and the seller repays at closing. Your seller pays nothing out of pocket.
• Full project management. JCC runs the whole project: scope, contractors, scheduling and daily oversight. You stay focused on the listing, and you and your seller don't have to manage anyone.
• Backed by written guarantees. Every project comes with three of them: a Minimum Extra Profit Guarantee, a No Change Order Guarantee and an On-Time Completion Guarantee.

Beyond renovations and repairs

• The transition work families get stuck on. JCC coordinates moving and storage, disposal of unwanted items, transition living expenses, and the other details that keep a house off the market.
• One point of contact. The family doesn't have to juggle a dozen vendors. JCC handles the coordination, so the move-out, the prep and the listing stay on one timeline.

You'll see real projects, learn how the agent partnership works, and leave knowing exactly how to bring JCC in on your next life-event listing.

Appetizers, lunch and networking included

Come early for appetizers and networking. We'll finish with lunch and time to connect with other professionals who serve families in transition.

Why this matters for agents

Life-event sellers remember who made a hard season easier. Knowing this material makes you more than the person who lists the house. You become the resource the family trusts, the one they call back and send their friends to.

About Laura Leist

Laura is a nationally recognized leader in organizing and productivity and one of the earliest voices in digital wellness. She coined the term "digital organizing" in 2001. As founder of Eliminate Chaos, she has spent more than 20 years helping thousands of clients simplify their digital lives and get through major life transitions.

• Certified Professional Organizer (CPO®), one of fewer than 300 worldwide
• Certified Relocation and Transition Specialist for Seniors (CRTS)
• Past President of NAPO (National Association of Productivity and Organizing Professionals)
• Trained After Loss Professional

Laura's perspective is also personal. After her husband Rob passed suddenly, she relied on the same systems she teaches. Because they had prepared, she got through an overwhelming moment with more ease, and now she helps other families do the same.

Hosted by JCC Concierge

JCC Concierge is a full-service residential renovation and home preparation company based in Bellevue. It partners exclusively with real estate agents to serve life-event sellers across King, Snohomish and Pierce Counties. This event is part of JCC's monthly Life Event Education Series, which gives real estate professionals practical tools for serving clients through estate, divorce, downsizing and other major transitions.