TheElder & Disability Law Firm, APC
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estate administration & probate Archives

Handling digital accounts for deceased loved ones

One aspect of estate planning California residents may not pay attention to is that of their digital footprint. Thanks to the policies of tech companies and confusing laws, it can be difficult for surviving loved ones to deal with the online records left behind by a loved one.

Advice for principals considering powers of attorney

California residents who are considering how their estates will be managed if they become incapacitated might want to execute a power of attorney. An individual, called the principal, creates this document to designate a trusted party, called the agent, to attend to financial matters if illness or injury prevents the principal from performing the duties. An individual should never sign this document if feeling pressured or lacking comfort with its terms. In some cases, financial professionals, relatives or friends pressure people into naming them as agents so that they can take elderly people's money.

How to serve as an executor

California residents who are named as executors of estates will have multiple duties to perform. They should take the time that they need to make certain that they appropriately administer the estates for which they are responsible. If they make errors, they may be personally liable to the beneficiaries.

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