Digital Estate Planning

Digital estate planning addresses how online accounts, digital assets, and electronically stored information are managed after death or loss of capacity. As personal and financial activity increasingly occurs online, it is important that estate planning arrangements extend beyond physical and financial assets.

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Crownmark Lawyers provides advice on incorporating digital assets and online accounts into broader estate planning. Our approach is practical and forward-looking, focused on ensuring that executors and trusted decision-makers have appropriate authority to manage digital matters when required.

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Digital estate planning may involve identifying digital assets, recording access information securely, and providing instructions regarding social media accounts, online subscriptions, cloud storage, cryptocurrency, and other digital holdings. We advise on how these matters interact with wills, powers of attorney, and privacy and access restrictions imposed by service providers.

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Where appropriate, digital estate planning is integrated into a wider estate plan to ensure consistency and enforceability. In suitable matters, advice may be provided on an agreed, fixed-fee basis through Crownmark Assured Pricing (CAP), providing clarity around scope and costs.

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Our services include:

• Advice on digital assets and online accounts

• Integrating digital assets into wills and estate plans

• Guidance on authority and access issues for executors and attorneys

• Planning for digital assets in the event of incapacity

• Practical strategies for managing digital records securely