Digital Asset Planning
In a digital age, your estate extends far beyond physical property. Financial accounts, cryptocurrency, online businesses, and even personal archives hold tangible and sentimental value. Yet without a clear legal framework, these assets can become inaccessible or lost. We help clients identify, organize, and secure their digital property so that every asset, password, and platform is protected, transferable, and managed according to their intent.
SERVICES
DEFINING DIGITAL ASSETS
Digital assets encompass all electronically stored data, accounts, and digital property with monetary, intellectual, or sentimental value. Identifying and classifying these assets is the first step toward protecting them.
EXAMPLES OF DIGITAL ASSETS
Cryptocurrency, NFTs, blockchain wallets, online bank, investment accounts, email, cloud storage, subscription platforms, domain names, e-commerce sites, business software, social media, content, influencer accounts, digital art, media libraries, and royalty streams
LEGAL ACCESS & COMPLIANCE
Under the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA), fiduciaries may access digital property only if explicitly authorized. Failure to plan can prevent executors or trustees from retrieving even basic account data.
ESTATE INTEGRATION & FIDUCIARY COORDINATION
Digital assets are now a core part of estate administration. Executors and trustees must know how to locate, access, and manage them. Without clear directives, fiduciaries risk violating privacy laws or losing valuable data.
CRYPTOCURRENCY & BLOCKCHAIN HOLDINGS
Blockchain-based assets present unique legal challenges. Private keys, custodial agreements, and jurisdictional issues must be handled with exactness — one oversight can result in irreversible loss.
DIGITAL BUSINESS, MEDIA & INTELLECTUAL PROPERTY
Online businesses, creative portfolios, and monetized platforms hold real commercial value. Planning ensures these income-generating digital assets continue under proper control after incapacity or death.
PROFESSIONAL & BUSINESS CONTINUITY PLANNING
Digital infrastructure is often central to business operations. Access to client data, platforms, and proprietary systems must be maintained during incapacity or transition.
DATA SECURITY & CONFIDENTIALITY
Effective digital asset planning demands balance — protecting privacy while ensuring access for those authorized. Mishandled credentials or poor documentation can lead to data breaches, legal exposure, or permanent loss.
DIGITAL ASSET VALUATION & TAXATION
Digital assets can fluctuate in value and may trigger tax implications upon transfer. Proper valuation and reporting are critical to avoid penalties and preserve estate value.
