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Estate Planning with Digital Assets

The practical issues you should consider when planning for the disposition of digital assets include:

• Who will access and control the accounts following your death
• How fiduciaries will know where to find all the information on your digital assets
• How your executor or agent will get access
• How your digital assets can be transferred to beneficiaries if desired

There are two steps you should take to protect your digital assets, with the guidance of a Personal Family Lawyer:

Create an inventory of your digital assets. Make a list of all your accounts and assets, including user names and passwords, answers to security questions and any other necessary information that will allow your fiduciary or executor to access the information.

Include these digital assets in your estate plan. Be sure your estate plan includes enabling provisions that cover the management and disposition of your digital assets.

If you would like to have a talk about protecting your digital assets through estate planning, call our office today to schedule a time for us to sit down and talk. We normally charge $750 for a Family Wealth Planning Session, but because this planning is so important, I’ve made space for the next two people who mention this article to have a complete planning session at no charge. Call today and mention this article.

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