Jamie Graham & Associates, PLLC

Did you forget to add your digital assets to your estate plans?

When it comes to estate planning in San Antonio, many people think they only need to worry about their physical possessions and money. Individuals who made their estate plans years before the Internet existed might not realize how crucial it is for them to update their estate plans to include digital assets

Gone are the days when everything was immortalized on paper and stored in physical files. Most transactions that happen in this day and age take place online. Do not assume that your loved ones will be able to access your financial and personal accounts if you do not give them permission, nor leave your log in details behind for them. Consider the following suggestions to keep your family from becoming stressed and frustrated while they should be grieving:

Inventory all digital accounts and assets 

Write down all your online accounts. Whether it is PayPal, Instagram, Pinterest or your investment accounts, be sure to you do not overlook any of your online accounts. Any accounts that you omit will increase the amount of work your executor will need to do to discover them. If your estate executor cannot trace them, your digital assets could disappear. You also make your estate more vulnerable to fraud, theft and mismanagement. 

Passwords and access management 

Write down the username, password and answers to security questions for all your online accounts, especially those that have to do with your assets. Be sure to include the legal and full names of any individuals you want to have access to those accounts. Your digital asset plan should explicitly state that you grant those individuals your permission to access them. 

Safekeeping 

Whether you decide to keep this information in a file cabinet, safety deposit box, on your computer or in cloud storage, the choice is yours. Make sure you choose a storage option that is convenient, secure and accessible to your loved ones or estate executor. Let them know where you are keeping information regarding your digital assets. 

It is important to make provisions for your estate and assets long before you die. Reviewing and updating them often can ensure your physical and digital legacy pass down to your loved ones intact.

No Comments

Leave a comment
Comment Information

A TOP-RATED LAW FIRM

At Jamie Graham & Associates, PLLC, we have received a variety of honors and awards for our family law services. Members of our team have been listed as Top Lawyers in San Antonio Scene magazine. We take pride in the number of positive reviews we have received from satisfied clients. On AVVO, a lawyer rating website, we have received an 8.9 rating overall and many positive ratings from clients and colleagues.

  1. Top 10 Attorneys | American Jurist Institute | 2017
  2. Avvo Rating | 8.9 | Excellent
  3. Avvo Clients' Choice Award 2015 | Jamie Lynn Heggy Graham
  4. Reviews | Out of 12 reviews | Jamie Lynn Heggy Graham | Avvo
  5. BBB | A+ Rating
  6. San Antonio | Best S.A. | Lawyers | 2015
EMAIL US FOR A RESPONSE

Get In Touch With Us

Free Family Law Consultation

Call 210-764-3468 or send an email to schedule a meeting with one of our experienced lawyers.

We are ready to listen and to educate you about your options, whether you are going through a divorce or facing any other family law issue.

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Jamie Graham & Associates, PLLC
310 South St. Mary's Street
Suite 2500
San Antonio, TX 78205

Phone: 210-272-7034
Fax: 210-308-5669
Directions