When estate planning for digital assets, it’s important to consider the following:
- Identify what digital assets you have: This includes social media accounts, email accounts, online banking and investment accounts, and any other digital assets that may have financial or sentimental value.
- Determine who will have access to the assets: You should name a specific person or group of people who will have the authority to access and manage your digital assets.
- Provide login information: Make sure that the person or people who will have access to your digital assets have the necessary login information, including usernames, passwords, and any security questions or answers.
- Update your will or living trust: Your will or living trust should include language specifically addressing your digital assets, granting your executor or trustee the authority to access and manage them.
- Use digital asset management services: Some digital asset management services, such as Google Inactive Account Manager, can automatically grant access to your accounts to designated individuals after a certain period of inactivity.
- Consult a lawyer: A lawyer can help you navigate legal considerations related to digital assets and ensure that your estate plan is properly structured to deal with them.
Some examples of the language you may want to use in your living trust to deal with digital assets is: “I hereby grant my trustee the power and authority to access, manage and distribute my digital assets, including but not limited to, my online bank and investment accounts, social media accounts and email accounts. I direct my trustee to provide my appointed executor with all login information and passwords necessary to access my digital assets.”
It is important to consult with a lawyer to ensure that your estate plan is legally binding and properly structured to deal with your digital assets.
It’s always important to consult a professional to guide you with your estate planning.
Estate planning is the process of establishing a Trust, Will, Durable Power of Attorney, and other related documents during your lifetime.
Probate is the legal proceeding supervised by the Superior Court used to transfer title to assets when a person is deceased.
Advanced Estate Planning
Families with substantial estates require additional strategies beyond a typical Estate Plan to reduce and offset Estate Tax liabilities.
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A California gun trust is a legal document that allows individuals to own and possess firearms in accordance with California state laws. It is designed to allow the owner to designate another person, or group of people, to have access to and be able to use the firearms owned by the trust.
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In California, probate is the legal process of administering the estate of a deceased person. The purpose of probate is to ensure that the deceased person’s assets are distributed according to their will or, if they did not have a will, according to the laws of the state.
If the deceased person had a will, the will must be filed with the probate court in the county where the deceased person lived at the time of their death
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When parents plan their estate distribution, it is almost always centered around the idea that they are going to make their children’s lives better.
All the parents’ hard work, legacy, morals, beliefs, and visions are for the benefit of the child to pass it along generation to generation.
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