Compiling Digital Asset Account Access Information

Use this digital asset inventory template to keep track of all of your important usernames and passwords for your digital fiduciary or personal representative.  You should designate who you authorize to access each account or computer and also specify what they are authorized to do.  For instance, you may wish for your Facebook account to be closed but want your email account to be preserved so your personal representative can retrieve stored sentimental photos.

Digital Assets Inventory Template

This list of account information should be kept in a secure location with other estate planning documents.

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.