I want to update my Anaheim estate plan to account for my digital assets. Which types of information and accounts should I include?

Recognizing the need for an Anaheim estate plan update to accommodate your digital assets is an important first step. Once you have realized that your substantial digital assets need to be accounted for in your estate plan, it is important to create a list of your entire digital estate. This is a broad term that may appear overwhelming at first glance. Fortunately, an experienced Anaheim estate planning lawyer can help you to identify your digital assets and draft provisions into your estate planning documents to ensure those assets are handled according to your wishes.

What assets should be listed when documenting your digital estate? These assets may include:

  • Hardware that contains your digital information. This may include computers, hard drives, zip drives, DVDs, or CDs.
  • Software, such as Microsoft Word and Excel documents and financial data contained in Quicken or Quickbooks.
  • Email accounts, including personal accounts, business accounts, and social media accounts.
  • Social media pages, such as Facebook, Twitter, Instagram, or Google+.
  • Online digital storage accounts, such as mozy, carbonite, flickr, picasa, or dropbox.
  • Online accounts, such as eBay, Amazon, GoDaddy, or bank or other financial accounts.

For more information about modifying an estate plan in California, view our free guide, The Ten Things You Must Know Before Creating or Amending Your Will or Trust. Our office of experienced Anaheim estate planning attorneys is well versed in the unique issues that surround digital assets and information. Call our office today at (714) 459-5481 for a consultation.

James F. Roberts
Founder and owner of the Law Office of James F. Roberts and Associates, a premiere estate planning law firm