Appointing a Digital Fiduciary

            When planning for the transfer of your digital assets, you should be sure the person given the power to access and disperse information from your digital accounts is technologically savvy.  Most people appoint a surviving spouse or child who is financially literate to take care of many of their assets as personal representative or trustee.  If this person is not familiar enough with computers and the technology associated with your digital accounts, you can appoint a separate digital fiduciary to perform actions such as closing accounts, accessing photo storage, and transferring digital content such as videos or purchased books and movies onto DVDs.

The attorneys at Bach & Jacobs, P.A. make efforts to stay on the cutting edge of new technologies that assist our clients, including the Personal Representatives that we represent.  We recommend all trust and durable power of attorney documents specifically authorize access to digital information.   We can also help you identify your digital assets and ensure that they are fully accounted for in your estate planning documents.

To set up an appointment to review what estate planning method would be best to grant access to your digital assets, call our office at (941) 906-1231.