Digital Assets Access Deck
Recall the priority order and drafting cautions for fiduciary access to digital assets.
Priority What is the first place to check for a digital-asset access direction? The platform's online tool or legacy-contact setting, if the custodian offers one. Platform tools may provide the cleanest service-specific direction. Safer record Where should passwords or access clues go? The estate document should grant authority; the secure inventory helps discovery. Client objection "This is too much detail for a few online accounts." Client underestimates account value and privacy complexity. Your line "The detail prevents two problems: the fiduciary cannot find the account, or the custodian finds it but will not release what the fiduciary needs." Do not…
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