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An insurance deductible is the amount you, the insured, pay before any claim is paid ...

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Social Security, Medicare, and HSAs

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How Do I Grant Access to Online Accounts in My Estate Documents?

June 20, 2019

Any company with whom you have an online account probably has their own rules about how you can or can’t close or transfer on your account after you pass away. However, you might also wish to back up your plans for such a site in your own estate planning documents, too. How you list these is important for how the accounts will be handled.

In the event you want other people to have access to your online accounts once you’re no longer around, make sure you use the right language in your estate planning documents to reference lawful consent. This enables your account details to be properly disclosed to the people you choose.

Using a trust can help with this, since many modern trust documents include language authorizing the release of digital account details. You can talk with your estate planning lawyer about creating a digital access map so that all your online accounts are consolidated easily and have the relevant passwords stored there, too.

This process begins by you creating an inventory of all your important online accounts and which of these are password restricted. These could include:

  • The computer itself
  • Social media accounts
  • Online photo storage accounts
  • Email accounts
  • Bank and brokerage accounts
  • Online storage
  • Online electronic assistants and devices
  • Retail stores with your credit card information stored for easy purchase

It might take some time to pull together this list as people are living more complicated digital lives than ever before.


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Schedule your free Exploratory phone call

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can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more