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Updating an estate plan to account for digital assets and information is crucial for anyone who has an online presence. In today’s society, this means nearly all of us. If you drafted an estate plan in the past, chances are high that plan did not specifically address your digital information. What will happen to all of your pictures, passwords, emails, and other assets after you pass? An experienced Anaheim estate planning lawyer can help modify your estate plan to properly account for these digital assets.

By modifying your estate plan, what are some examples of instructions that can be left for the handling of your digital assets? The following are six common examples:

  • Instruct your trustee or executor to archive the contents of the digital account onto a CD, DVD, or other device, to be distributed as you wish.
  • Instruct your trustee or executor to grant access to the account to others.
  • Instruct your trustee or executor to set up an auto-response for your e-mail accounts, informing the sender of your passing and providing instructions for forwarding information.
  • Instruct your trustee or executor to set up automatic mail forwarding to a different location.
  • For certain digital accounts, such as Facebook, memorialize the account to allow others to still view and comment on your page, even after have you have passed away.
  • Include instructions in your will, trust, or directly with the institution to leave the asset directly to your beneficiaries.

For more information about updating an estate plan to account for digital assets, contract our office of experienced Anaheim estate planning attorneys today. Call us at (714) 459-5481 for a consultation and further guidance.

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Due to the CoVid19 virus California has issued a Stay-at-Home order. We understand how important the health and safety of our clients, and our staff is. We are complying with this order by continuing to work from our homes. While we are not in the office, we are still here to answer your questions, conducting consultations for review, and initial appointments by phone and email during normal business hours. We know that in this time, more than ever, it is important to have peace of mind about your estate planning. We are here to help you through this. Call our office number or email us and we will respond as quickly as possible.