“Levy recommends clients consider naming someone in their trust to handle necessary digital information. ‘As part of your estate planning, one should appoint someone in the trust called a data executor, for lack of a better term,’ Levy said.
“According to Levy, that person would typically be the successor trustee or executor and could be given instructions within the estate documents regarding access to information needed to administer the estate.
(. . .)
“Because laws, account agreements and access rights can vary, individuals should work with a qualified attorney to determine how digital assets and credentials should be addressed in their own estate plan.”
(continued)
#estateplanning
