Digital Assets And Probate

Author : Sharon Hartung
Publisher : FriesenPress
Page : 175 pages
File Size : 46,7 Mb
Release : 2021-04-26
Category : Business & Economics
ISBN : 9781039113374

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Digital Executor® by Sharon Hartung Pdf

The world has gone digital and so have our clients’ estates. Digital assets may simply be electronic records, but they are the digital gateway to our lives. They are our memories, our money, and our records, making technology the new player at the estate planning table. The Digital Executor®: Unraveling the New Path for Estate Planning arms estate advisors, business owners, service providers, and the broader estate and technology industries with heightened awareness of client expectations regarding their digital estates. Everyone needs a will and in today’s age of digitization, estate plans must include your client's digital life. This book is a primer for understanding a client’s personal use case when navigating estate management in the digital age with introductions to technology and the underlying aspects and differences between digital asset classes. With technology being the new player at the client’s estate planning table, estate advisors must be educated, motivated, and prepared, adapting policies and processes for operating in the digital world. Equally, technology and service providers must align with the stars to be integrated partners in estate industry conversations. Sharon’s first book, Your Digital Undertaker: Exploring Death in the Digital Age in Canada, was about digital assets in the context of an individual’s or client’s estate planning life cycle. This follow-up book, Digital Executor®: Unraveling the New Path for Estate Planning is about digital assets in the context of the estate industry. This book draws the reader into the world of estate planning with a digital twist, bringing together how the global estate industry, technology and service providers must address client expectations about their digital assets and the implications of the changing role of the fiduciary/executor. To understand the role of digital assets in the estate industry, we must first understand technology, the client’s user context, and the changing role of the estate advisor. From an estate industry perspective, if today’s executor is a digital executor and today’s fiduciary is a digital fiduciary, then today’s advisor must be a digital advisor.

Author : Anonim
Publisher : Unknown
Page : 96 pages
File Size : 52,7 Mb
Release : 2018-09
Category : Electronic
ISBN : 1784461024

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Dealing with Digital Assets by Anonim Pdf

Author : Leigh Sagar
Publisher : Unknown
Page : 450 pages
File Size : 49,8 Mb
Release : 2017-05-31
Category : Electronic
ISBN : 041406190X

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The Digital Estate by Leigh Sagar Pdf

Author : James Normington
Publisher : Wildy, Simmonds & Hill Publishing
Page : 0 pages
File Size : 48,7 Mb
Release : 2022-12-20
Category : Intangible property
ISBN : 0854902953

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Digital Assets and Probate by James Normington Pdf

This book is an ideal companion for the busy probate practitioner who needs a better understanding of digital assets when advising clients, drafting wills, or administering estates. It provides the practitioner with draft clauses, precedents and a sample digital assets questionnaire for clients. It contains a useful glossary of relevant terms .

Author : Sharon Hartung
Publisher : FriesenPress
Page : 285 pages
File Size : 41,8 Mb
Release : 2019-02-22
Category : Family & Relationships
ISBN : 9781999450151

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Your Digital Undertaker by Sharon Hartung Pdf

If you are an adult Canadian who uses e-mail and surfs the internet, this book is for you. In a unique and humorous way, this former military officer and tech executive shares what she’s learned about the estate industry and the taboo topic of preparing for one’s own death. Preparing for death doesn’t need to be scary or foreboding. It can actually be liberating and energizing. Join Your Digital Undertaker in an exploration of death in the digital age in Canada, which lifts the lid on how the deathcare and estate industry works today, and tackles it through the project management and digital lens. This exploration includes simple diagrams, easy to understand scenarios, and user options that require only a couple of mouse clicks. You’ll learn your digital life is not isolated from your physical life, as technology is the new player at the estate planning table. Cracking the code to digital death and its afterlife requires deciphering the code for your regular and physical life. By the end of this book, you should feel armed with questions and a perspective on how to tackle your digital life in the context of your overall estate. You might even walk away inspired to get on with dealing with your will and estate plan with estate planning professionals. If you are a named executor in a will or appointed in a Power of Attorney, this book is for you as well, as it might motivate you to ask a lot more questions about your role before you get handed “digital hell in a hand basket”. For those having the challenging conversations with their parents, family members or clients, let Your Digital Undertaker ask some of the basic questions and open the door for a meaningful discussion.

Author : SHARON. HARTUNG
Publisher : Unknown
Page : 128 pages
File Size : 52,5 Mb
Release : 2022
Category : Electronic
ISBN : 0433517263

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DIGITAL ASSET ENTANGLEMENT by SHARON. HARTUNG Pdf

Author : Edward M. Melillo
Publisher : Atlantic Publishing Group, Inc.
Page : 266 pages
File Size : 42,9 Mb
Release : 2019-09-20
Category : Law
ISBN : 9781620235096

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The Individual's Guidebook to Wills and Estates by Edward M. Melillo Pdf

What would happen to your money if you died without a Last Will and Testament? What about your stocks, your family business, your home? What would become of your loved ones? Without a final Will, the fate of your life’s work is in the hands of the court. Dying without having legally laid out your wishes is a recipe for uncertainty, ill will, financial turmoil, and heartache. You have the power to determine what will happen to your assets after your death. The process of planning your estate can seem daunting, but with the proper information in hand and an experienced attorney on your side, you can ensure that your final wishes are met and your family taken care of. “The Individual’s Guidebook to Wills and Estates” will help you understand the steps necessary to complete your legal plan. Written in understandable and accessible language with real-life examples and filled with sample documents and reference material, this book will give you the tools you need to protect your estate and your loved ones.

Author : Edina Harbinja
Publisher : Future Law
Page : 0 pages
File Size : 41,6 Mb
Release : 2022-11-29
Category : Law
ISBN : 1474485367

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Digital Death, Digital Assets and Post-mortem Privacy by Edina Harbinja Pdf

Edina Harbinja examines the theoretical, technological and doctrinal issues surrounding online death and digital assets. She proposes the new concept of postmortal privacy and provides answers and suggestions as to what happens to online identity after death.

Author : HARBINJA EDINA
Publisher : Unknown
Page : 128 pages
File Size : 43,9 Mb
Release : 2025-08
Category : Electronic
ISBN : 1474485375

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DIGITAL DEATH DIGITAL ASSETS AND P by HARBINJA EDINA Pdf

Author : Leonard D. DuBoff,Amanda Bryan
Publisher : Simon and Schuster
Page : 301 pages
File Size : 50,6 Mb
Release : 2020-04-07
Category : Law
ISBN : 9781621537274

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Estate Planning (in Plain English) by Leonard D. DuBoff,Amanda Bryan Pdf

"An invaluable tool to help you collect the information your attorney needs." —Michael Cragun, Utah State Tax Commissioner An Accessible Guide to Estate Planning With Estate Planning (in Plain English)®, readers will learn to comprehend the legal jargon and navigate the complex rules involved in preparing one’s estate. The authors provide clear information and cite actual cases to help readers approach the process with the confidence and knowledge they need to make the best decisions for their heirs. Chapters discuss important topics such as: Estate plans, wills, and a variety of trusts Guardians, powers of attorney, advance directives, and other essential documents Life insurance Digital assets Gifts Tax considerations Avoiding probate Identifying and caring for estate property Settling business assets Finding a lawyer An invaluable reference for those preparing their estates and for their families, Estate Planning (in Plain English)®will enable readers to take the necessary steps to preserve their legacies.

Author : P Jacqueline Cooper
Publisher : Cryptomom2 Consulting
Page : 0 pages
File Size : 46,7 Mb
Release : 2024-03-28
Category : Reference
ISBN : 9798989569120

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The Essential Digital Asset Organizer For Attorneys & Clients by P Jacqueline Cooper Pdf

The Digital Asset Organizer for attorneys and consumers is a revolutionary tool designed to meet the growing needs of modern estate planning, will drafting, bankruptcy proceedings, and divorce discovery. This comprehensive digital organizer streamlines the management and organization of digital assets, a critical component in today's increasingly online world. Digital assets encompass a wide range of electronic materials including social media accounts, online banking information, cryptocurrency holdings, digital photographs, and any other valuable online accounts or properties. For attorneys, the Digital Asset Organizer serves as an indispensable resource in ensuring all aspects of a client's digital legacy are accounted for and properly integrated into legal documents such as wills and estate plans. It aids in the meticulous process of asset discovery, ensuring that nothing is overlooked in bankruptcy cases or during the division of assets in divorce proceedings. The tool's intuitive design allows legal professionals and individuals to efficiently catalog and manage digital footprints, safeguarding digital inheritance and ensuring compliance with the latest legal standards. For consumers, this platform demystifies the process of digital asset management. It provides a user-friendly interface where individuals can securely compile, organize, and manage access to their digital assets. This not only prepares them for future legal planning but also offers peace of mind knowing that their digital legacy is well-organized and accessible to designated executors or beneficiaries. Consumers can benefit from guided processes that help identify and categorize various types of digital assets, making it easier to incorporate them into wills and estate plans. Key features of the Digital Asset Organizer include easy-to-navigate organization pages for both attorneys and consumers, and templates that cater to the unique needs of estate planning, bankruptcy, and divorce discovery. Moreover, it facilitates seamless communication between clients and attorneys, enhancing efficiency and clarity throughout the legal planning process. In an era where digital assets are becoming as significant as tangible properties, the Digital Asset Organizer emerges as a must-have tool for modern legal practices and for individuals seeking to ensure the comprehensive management of their digital legacy. Its adoption can significantly reduce the complexity and oversight risk in legal proceedings, positioning it as a cornerstone of future legal and estate planning.

Author : Jennifer Greenan,CCH Canadian Limited
Publisher : CCH Canadian Limited
Page : 316 pages
File Size : 47,5 Mb
Release : 2003
Category : Law
ISBN : 1553672135

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The Executor's Handbook by Jennifer Greenan,CCH Canadian Limited Pdf

Author : N. Brian Caverly,Jordan S. Simon
Publisher : John Wiley & Sons
Page : 397 pages
File Size : 47,6 Mb
Release : 2003-03-07
Category : Business & Economics
ISBN : 9780764555015

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Estate Planning For Dummies by N. Brian Caverly,Jordan S. Simon Pdf

Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Author : Evan Carroll,John Romano
Publisher : New Riders
Page : 217 pages
File Size : 45,6 Mb
Release : 2010-11-15
Category : Computers
ISBN : 9780132345378

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Your Digital Afterlife by Evan Carroll,John Romano Pdf

Almost without realizing it, we have shifted toward an all-digital culture. Future heirlooms like family photos, home movies, and personal letters now exist only in digital form, and in many cases they are stored using popular services like Flickr, YouTube, and Gmail. These digital possessions form a rich collection that chronicles our lives and connects us to each other. But have you considered what will happen to your treasured digital possessions when you die? Unfortunately the answer isn’t as certain as we might presume. There are numerous legal, cultural, and technical issues that could prevent access to these assets, and if you don’t take steps to make them available to your heirs, your digital legacy could be lost forever. Written by the creators of TheDigitalBeyond.com, this book helps you secure your valuable digital assets for your loved ones and perhaps posterity. Whether you’re the casual email user or the hyper-connected digital dweller, you’ll come away with peace of mind knowing that your digital heirlooms won’t be lost in the shuffle. “Death is the final frontier of cyberspace—and this book provides a road map to the key issues, problems and future prospects for bridging this ultimate transition with dignity, security and grace.” — Daniel “Dazza” Greenwood, Executive Director of the eCitizen Foundation “To be ahead of one’s time usually means stepping to the side of one’s time in order to see it clearly. This book does just that, putting our digital lives and afterlives into sharp focus. Fascinating.” — David Eagleman, neuroscientist and author

Author : Lesley King
Publisher : The Law Society
Page : 630 pages
File Size : 49,9 Mb
Release : 2021-02-22
Category : Law
ISBN : 9781784461874

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Probate Practitioner's Handbook by Lesley King Pdf

The Probate Practitioner's Handbook is a well-established and popular guide to good practice for solicitors' firms that undertake probate and estate administration work.This new ninth edition has been comprehensively updated by leading experts to take account of: money-laundering issues including the requirements of the 5th EU Anti-Money Laundering Directives and the updated LSAG guidance the SRA Accounts Rules 2019 changes resulting from the new SRA Standards and Regulations new SRA guidance relevant to practitioners updates to relevant practice notes including disputed wills and handling complaints Inheritance and Capital Gains Tax developments implications of the UK leaving the European Union the introduction of the SRA Transparency Rules implications for practitioners arising from the Covid pandemic. the different ways in which foreign elements may affect the English probate practitioner. An essential new chapter explains how data protection law applies in the context of the administration of estates. Features such as checklists, precedents, case commentaries and examples enhance the book's usefulness.