* Our office does not keep a copy of this form unless you specifically request us to do so. We suggest that you keep the form in a secure location that your fiduciary is aware of and that you update it periodically as the information changes.

The term “digital assets” includes data, Internet accounts and other rights in the digital world. This data may be stored locally on your personal computer’s hard drive or it may be stored remotely and accessed by the Internet. It is important that you keep a detailed list of all online accounts, as well as passwords, that you create. It is also vital that the list be updated as your create new accounts, change passwords, or begin conducting banking transactions or bill-paying over the Internet.