Continuing from Part 1, here are 2 more suggestions you can do to make the task of being a fiduciary easier:
- Digital Assets. As e-commerce and money transfers become more common, consider adding a second called “Digital Assets” and include the following:
- Online only accounts like PayPal
- Accounts which you have opted to access online, such as banking accounts, online businesses or activities involving the electronic transfer of funds.
It would also be of assistance to leave your online account information and passwords in a secure location that your legal representatives can access — bearing in mind the need to Continue reading