[Openid-digital-directives] DADE CG Planning Guide v2

Fri Aug 29 01:45:41 UTC 2025

One item of note as I am going through this with my aunt now, as her executor, I have to fine at irs.gov for a tax id/EIN in order to gain access to close our her accounts.  I believe spouses may also need to do this.

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From: Openid-digital-directives <openid-digital-directives-bounces at lists.openid.net> on behalf of Eleanor Meritt via Openid-digital-directives <openid-digital-directives at lists.openid.net>
Sent: Thursday, August 28, 2025 8:25:04 PM
To: openid-digital-directives at lists.openid.net <openid-digital-directives at lists.openid.net>
Cc: Eleanor Meritt <ehmeritt at gmail.com>
Subject: Re: [Openid-digital-directives] DADE CG Planning Guide v2

CAUTION: This email originates from outside of Xalient

Thank you, Dean. I read through the document, and it does a very good job of outlining the steps involved in preparing for digital estate management after death or incapacitation.
It's pretty clear that standards need to emerge on "breaking glass" to access a digital estate after a death. The current processes for identifying the scope of an individual's digital estate are manual and error prone. Similarly, when managing digital assets after someone's digital estate post death, the document makes it clear that there is a lot of administrative work to be done. I am excited to see what ends up being proposed in the areas of delegation and "break glass" so that we all have an easier time of this digital estate management.

This whole thing is just crying out for a startup.

-Eleanor.

On Thu, Aug 28, 2025 at 12:37 PM Dean H. Saxe via Openid-digital-directives <openid-digital-directives at lists.openid.net<mailto:openid-digital-directives at lists.openid.net>> wrote:

Got it!  I’ll make sure your name is on the list of contributors!

-dhs

On Sun, 24 Aug 2025 17:02:07 GMT Eleanor Meritt via Openid-digital-directives <openid-digital-directives at lists.openid.net<mailto:openid-digital-directives at lists.openid.net>> wrote:

Hi Dean - I did contribute to the appendix. Sorry I couldn’t contribute more but have been traveling the past month. I will take a look later today and pass on any comments if I have them.

Thanks,

Eleanor.

On Thu, Aug 21, 2025 at 7:45 PM Dean H. Saxe via Openid-digital-directives <openid-digital-directives at lists.openid.net<mailto:openid-digital-directives at lists.openid.net>> wrote:

Hi DADE CG,

I took a couple hours today to work through the planning guide document.  The content has been slightly reorganized, and the language normalized for tone and consistency. I used ChatGPT as part of this work, followed by a manual review of the output and further editing.

Please review the document<https://docs.google.com/document/d/1nGDNgUGTwamnLo90ycfUAd_rEaiXYfjylWBVnmBe7E0/edit?usp=sharing> at your earliest convenience.  I would like to send the document to the OIDF board next week as we prepare to release the document in October, 2025.

If you contributed to the paper in any way and are not named in the acknowledgements, please let me know.  If you are acknowledged and wish to have your name removed, please let me know and I will remove your name.

Thank you all for your help, we’re nearing the finish line!

-dhs

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