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Planning for Digital Assets York Bankers Association Trusts and Investment Conference October 2, 2015Presented by: Jill Create Hair, Esq. Partner McLuhan Law Firm www.mcglawyer.com 370 Lexington Avenue,

How to fill out planning for digital assets

How to fill out planning for digital assets:

1. Begin by making an inventory of all your digital assets. This could include websites, social media accounts, email accounts, online banking, cryptocurrency wallets, and any other digital property you own.
2. Assess the value and importance of each digital asset. Determine which accounts are critical for your personal or professional life and which ones could be deleted or abandoned without consequence.
3. Organize your digital assets. Group them into categories such as financial accounts, social media, email, and online storage. This will help you keep track of your assets and make it easier for your loved ones or designated beneficiaries to access them in the future.
4. Make a list of your usernames, passwords, and any other necessary information for each digital asset. Consider using a password manager to securely store this information and make it easily accessible to your loved ones.
5. Designate who will have access to your digital assets after your death or incapacity. This could be a trusted family member, friend, or a professional executor. Make sure to inform them about your digital estate plan and provide them with the necessary instructions on how to access and manage your digital assets.
6. Review and update your digital asset planning regularly. As your digital footprint evolves, it is important to keep your plan up to date by adding newly acquired assets or removing ones that are no longer relevant.
7. Consider seeking legal advice and assistance when creating your digital asset plan. The laws regarding digital assets and estate planning can vary depending on your jurisdiction, so it is essential to ensure that your plan is legally valid and enforceable.

Who needs planning for digital assets?

1. Individuals who have a significant online presence, such as influencers, bloggers, or entrepreneurs, should have a digital asset plan in place to protect their brand and online identity.
2. People with valuable digital assets, such as cryptocurrency investments or valuable intellectual property, should plan for the transfer or management of these assets after their death or incapacity.
3. Anyone who wants to ensure a smooth transition of their digital assets, such as cherished memories stored in cloud storage or sentimental social media accounts, to their loved ones should have a digital asset plan. This can help prevent the loss or deletion of important data after their passing.

For pdfFiller’s FAQs

What is planning for digital assets?

Planning for digital assets involves outlining how one's digital assets will be managed and distributed in the event of incapacity or death.

Who is required to file planning for digital assets?

Anyone who owns digital assets such as cryptocurrency, online accounts, or digital files should consider filing planning for digital assets.

How to fill out planning for digital assets?

Planning for digital assets can be filled out by listing all digital assets, specifying how they should be managed or transferred, and appointing a digital executor.

What is the purpose of planning for digital assets?

The purpose of planning for digital assets is to ensure that one's digital estate is handled according to their wishes and to prevent disputes among family members.

What information must be reported on planning for digital assets?

Information such as a list of online accounts, passwords, instructions for managing digital assets, and contact information for digital executors should be included in planning for digital assets.

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