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Protecting Digital Assets: 6 Steps to Take on Death or Incapacity

ThinkstockPhotos-174474186It used to be enough for a fiduciary and her attorney to simply search through a decedent’s or incapacitated person’s papers in his or her workplace and at home, watch the mailbox for a 90 day cycle, and review tax returns and account statements. Things are more complicated now and a fiduciary must take several more immediate steps with regard to digital assets.

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Elder Law Estate Planning Legal Topics

Using Fiduciary Accountings as a Client Management Tool

178406759When representing a fiduciary such as a conservator or personal representative, you’re often dealing with a lay person who may be feeling overwhelmed by unfamiliar responsibilities. One way to bring the situation under control is to use the fiduciary accounting as a client management tool. Here’s how.