Se Habla Español
Book Consultation
984-265-7800
Book Consultation
984-265-7800
Book Consultation
984-265-7800
Book Consultation
984-265-7800
Digital asset planning helps ensure access to important online accounts, social profiles, cryptocurrency wallets, and cloud data. A clear plan can reduce family friction, speed up administration, and protect privacy while ensuring your wishes are followed across platforms and services you use every day.
A complete plan reduces guesswork for trustees and executors, enabling efficient access, transfer, or closure of digital accounts while maintaining privacy and compliance with governing laws.
We offer thoughtful, practical guidance tailored to North Carolina residents. Our approach emphasizes clear communication, transparent processes, and collaborative planning that protects your family’s interests without unnecessary complexity.
We offer periodic reviews and adjustments as life changes, technology evolves, and new platforms emerge, maintaining relevance and effectiveness of your digital asset plan.
Digital asset planning helps ensure access to important online accounts, cryptocurrency wallets, and data after incapacity or death. It clarifies who can act and how, reducing delays and conflicts. A well-structured plan protects privacy and aligns digital decisions with your broader goals. It also provides peace of mind for loved ones during a difficult time.
A digital executor should be a trustworthy person who understands your preferences and has the capacity to manage online assets. This role is distinct from a traditional executor and requires clear authorization within your documents. We help you select a suitable candidate and outline scope and duties in plain language.
Secure storage is essential. Use encrypted, access-controlled systems or password managers approved by your attorney. Provide clear instructions on how to access the records, who may view them, and where backups are kept to ensure accessibility while maintaining privacy.
Yes. Digital asset planning can complement wills and trusts by detailing access rights and transfer procedures for online property. Coordination ensures your digital items are addressed alongside traditional assets, creating a unified plan that reduces ambiguity and supports efficient administration.
Without a plan, executors may struggle to locate or access digital assets, leading to delays, privacy concerns, and potential disputes. A thoughtful digital asset plan minimizes these risks by providing organized information and clear instructions for handling online property.
Review intervals depend on changes in technology, platforms, or personal circumstances. We recommend at least an annual check, with updates after major life events such as marriage, divorce, new devices, or significant changes to online accounts.
Online privacy laws and platform terms of service influence how assets can be accessed and transferred. We help you navigate these rules, balancing lawful access with privacy protections while ensuring your plan remains practical and enforceable.
Some digital assets have value, including crypto holdings and paid memberships. Proper planning can designate how these values are preserved, transferred, or liquidated according to your overall estate strategy and tax considerations where applicable.
Yes, many digital assets can be placed in a trust or administered under a trust framework. We guide you on how to structure ownership and access so beneficiaries receive intended benefits while maintaining security and compliance with state law.
The planning timeline varies with complexity. A basic plan can take a few weeks; a comprehensive program covering multiple assets and platforms may take longer. We work efficiently, keeping you informed about milestones and next steps throughout the process.
