Can a testamentary trust include directives for social media shutdowns?

The digital age has introduced a new layer of complexity to estate planning, prompting the question of whether a testamentary trust can include directives for the shutdown or management of social media accounts after someone’s passing. Traditionally, testamentary trusts, created through a will and taking effect after death, focused on tangible assets and financial holdings. However, increasingly, individuals are recognizing the need to address their digital footprint as part of a comprehensive estate plan, and legal frameworks are evolving to accommodate these concerns. While not explicitly covered in older legislation, modern estate planning attorneys like Steve Bliss in Escondido are actively incorporating provisions for digital assets, including social media, into testamentary trusts, acknowledging the potential for emotional distress, identity theft, or inappropriate content remaining online after someone’s death.

What happens to my digital assets if I don’t plan ahead?

Without specific instructions, access to a deceased person’s social media accounts can be incredibly difficult to obtain, even for close family members. Platforms like Facebook, Instagram, and Twitter each have varying policies regarding deceased user accounts, and the process for requesting access or account closure can be lengthy and complex, often requiring legal documentation like a death certificate and court orders. A 2021 study by the Digital Assets Planning Consortium found that over 50% of adults have not made provisions for their digital assets, leaving families scrambling to regain control of online profiles, often facing frustration and potentially exposing the deceased’s personal information. This lack of planning can lead to continued posting of automated content, unwanted solicitations, or even the perpetuation of a false online presence.

How can a testamentary trust address social media shutdowns?

A testamentary trust can include specific directives regarding the handling of digital assets, including social media accounts. This can range from outright deletion of accounts to preserving them as a memorial, or even continuing to manage them on behalf of the deceased’s family. The trust document can appoint a ‘digital executor’ – someone responsible for carrying out these instructions, granting them the necessary authority to access and manage the accounts. Steve Bliss often advises clients to create a separate document, a ‘digital asset inventory,’ detailing all online accounts, usernames, passwords, and access instructions, to be stored securely and accessed by the digital executor. This inventory, alongside the trust directives, provides a clear roadmap for handling the digital estate. Furthermore, the trust can include provisions for ongoing maintenance, such as responding to messages or managing memorial pages, ensuring a respectful and appropriate online legacy.

I knew a woman named Eleanor, who was a prolific online scrapbooker…

Eleanor loved to document her life online, sharing photos and stories on multiple social media platforms and dedicated crafting blogs. After she unexpectedly passed away, her daughter, Clara, discovered a trove of online accounts she didn’t know existed. Without any guidance, Clara spent months navigating complex privacy policies, submitting numerous requests for access, and dealing with frustrating delays. She discovered some outdated and potentially embarrassing content, and felt helpless to address it properly. It was a painful and overwhelming experience, compounded by the grief of losing her mother. Had Eleanor included directives in a testamentary trust, outlining her wishes for her online presence, Clara’s burden would have been significantly lighter.

Thankfully, Mr. Henderson came to Steve Bliss with a similar, yet positive outcome…

Mr. Henderson was a retired history professor who meticulously curated a comprehensive online archive of his research and personal writings. He understood the importance of preserving his digital legacy, not just for his family, but for future scholars. He worked with Steve Bliss to create a testamentary trust that specifically instructed his digital executor to maintain his website and social media accounts as a historical resource. The trust funded ongoing maintenance and provided clear guidelines for content updates and moderation. After Mr. Henderson’s passing, his digital executor seamlessly transitioned control, ensuring his valuable work remained accessible and his online presence continued as he intended. This proactive approach not only honored Mr. Henderson’s wishes but also provided his family with a lasting tribute to his life and accomplishments. It’s a testament to the power of thoughtful estate planning in the digital age, and highlights how a testamentary trust can effectively address the complexities of managing online assets after death.

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About Steve Bliss at Escondido Probate Law:

Escondido Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Escondido Probate Law. Our probate attorney will probate the estate. Attorney probate at Escondido Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Escondido Probate law will petition to open probate for you. Don’t go through a costly probate call Escondido Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Escondido Probate Law is a great estate lawyer. Affordable Legal Services.

My skills are as follows:

● Probate Law: Efficiently navigate the court process.

● Estate Planning Law: Minimize taxes & distribute assets smoothly.

● Trust Law: Protect your legacy & loved ones with wills & trusts.

● Bankruptcy Law: Knowledgeable guidance helping clients regain financial stability.

● Compassionate & client-focused. We explain things clearly.

● Free consultation.

Services Offered:

  1. living trust
  2. revocable living trust
  3. irrevocable trust
  4. family trust
  5. wills and trusts
  6. wills
  7. estate planning

Map To Steve Bliss Law in Temecula:


https://maps.app.goo.gl/oKQi5hQwZ26gkzpe9

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Address:

Escondido Probate Law

720 N Broadway #107, Escondido, CA 92025

(760)884-4044

Feel free to ask Attorney Steve Bliss about: “What’s the difference between a will and a trust?” Or “What are probate bonds and when are they required?” or “Is a living trust private or does it become public like a will? and even: “What should I avoid doing before filing for bankruptcy?” or any other related questions that you may have about his estate planning, probate, and banckruptcy law practice.