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10
Tue
2020
Presenter: Betsy Ehrenberg
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Financial advisors have always had to encourage clients to keep wills and estate plans up to date. In today’s online world, advisors have an added duty: to make sure that if a client passes away his or her digital assets are in order and accessible.
Digital assets, including banking and brokerage accounts, email accounts and photo sites, airline rewards, travel points and social sites should be known to the financial advisor. Data brokers and credit reporting companies should remove the decedent’s name as of date of death. Some digital assets have real value and others might have sentimental value to heirs.
What happens if the financial advisor or fiduciary cannot access these accounts after a client passes away? Many of the accounts might be lost, frozen, deleted or even stolen by a well-meaning successor or even a fraudster.
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