A Last Will and Testament is a foundational legal document that sets out how you want your property and personal matters handled after your passing. At the Law Offices of Robert P. Bergman, we provide clear guidance to residents of Lakeland Village and Riverside County to ensure wishes are documented accurately and effectively. Preparing a will helps reduce uncertainty for family members, outlines asset distribution, and names guardians for minor children when appropriate. Many clients find that creating a will also opens conversations with loved ones about their priorities and future plans, helping to avoid disputes and confusion later on.
Creating a Last Will and Testament involves several important decisions, including identifying beneficiaries, designating an executor, and addressing distributions of specific assets such as real property, retirement accounts, and personal items. Our approach emphasizes careful planning, personalized document drafting, and clear explanations of legal consequences so clients feel comfortable with their choices. We discuss alternatives that may complement a will, such as trusts and beneficiary designations, and explain how each element fits into a broader estate plan tailored to a client’s particular family dynamics, financial situation, and long-term goals for legacy and care.
A valid Last Will and Testament provides legal clarity about your intentions and reduces the likelihood of family disputes after you pass away. It allows you to name an executor to handle estate administration, set out who receives particular assets, and nominate guardians for minor children. For property owners in Lakeland Village, a will can guide how real estate is transferred and whether certain items should pass through probate or be handled through other mechanisms. Beyond distribution, a will reflects personal wishes about memorial arrangements and charitable gifts, helping ensure your values and priorities are honored while easing administrative burdens for surviving relatives.
The Law Offices of Robert P. Bergman serves individuals and families across California, providing estate planning services with a focus on clear communication and practical solutions. Our team walks clients through each step of creating a Last Will and Testament, from inventorying assets to selecting an executor and addressing potential tax or creditor issues. We prioritize thoughtful drafting to minimize ambiguity and reduce the risk of contest or misinterpretation. Clients in Lakeland Village receive individualized attention, careful document review, and ongoing support to update their wills as life circumstances change, including marriage, divorce, children, or significant changes in assets.
A Last Will and Testament specifies how your assets should be distributed, names the person who will administer your estate, and can identify guardians for minor children. Wills operate within state law, and certain formal requirements must be met for validity, such as signing and witnessing procedures. The will does not control all assets, as some items pass by beneficiary designation or joint ownership outside of probate. During planning conversations we explain which portions of an estate will be addressed by a will and which require complementary planning documents, helping clients create a cohesive plan that reflects their goals and minimizes confusion for heirs.
Understanding the limits and capabilities of a will is essential for effective planning. Some assets, like retirement accounts and life insurance proceeds, typically transfer directly to named beneficiaries and are not governed by the will unless no beneficiary exists. Real estate held in joint tenancy may pass to the co-owner automatically. A will can, however, direct how residual assets are distributed, provide for arrangements like trusts for minor beneficiaries, and specify conditions for distributions. Our guidance helps clients coordinate beneficiary designations, titles, and other documents so the will functions as part of an integrated estate plan tailored to family and financial circumstances.
A Last Will and Testament is a written instrument that communicates final wishes regarding property distribution, appointment of an executor, and guardianship designations for minor children. It becomes effective upon death and, depending on the state, may be filed in probate court to oversee distribution under court supervision. The will can address personal property items, specific bequests to named individuals or organizations, and the disposition of residue after specific gifts are made. It is a flexible document that can be revised during life through codicils or by creating a new will, allowing clients to adapt their instructions to changing family and financial situations.
Drafting a Last Will and Testament typically involves several predictable steps: gathering information about assets and liabilities, selecting beneficiaries and an executor, identifying guardians for minors, and drafting clear language to express intentions. Courts look for valid signatures and witnesses, and some clients choose to include provisions for funeral arrangements or guidance on digital assets. After execution, storing the will in a safe but accessible location and notifying the named executor helps ensure the document can be found when needed. We assist with drafting durable and understandable provisions and advise on how to integrate the will with trusts and beneficiary designations to achieve cohesive estate planning results.
Here are common terms clients encounter when creating a will, explained in plain language to make planning more approachable. Understanding these words helps you make informed decisions about distributions, fiduciary roles, and probate procedures. Terms include executor, beneficiary, probate, intestacy, codicil, and residuary estate. Each has specific legal meaning that affects how an estate is administered and how assets pass to heirs. We provide straightforward definitions and examples so clients can communicate their intentions clearly and avoid ambiguous language that might lead to disputes or unintended results.
An executor is the person named in a will to administer the estate, pay debts and taxes, and distribute assets according to the will’s instructions. The executor has fiduciary duties to act in the estate’s and beneficiaries’ best interests, including gathering assets, notifying creditors, and handling probate court requirements if necessary. Choosing an executor involves considering availability, organizational skills, and trustworthiness. Alternate executors can be listed in case the primary nominee is unable or unwilling to serve. Providing clear guidance and documentation can help the executor fulfill responsibilities effectively and reduce the administrative burden on family members.
A beneficiary is an individual or organization designated to receive property or benefits under a will. Beneficiaries can be named specifically for particular items, receive percentage shares of the estate, or be designated to receive the residue after specific bequests. It is important to use precise names and identification details to avoid confusion and unintended distributions, particularly when beneficiaries have similar names. Beneficiary designations on retirement accounts and insurance policies may override will instructions for those assets, so coordination among documents is necessary to ensure wishes are carried out consistently across all sources of wealth.
Probate is the legal process in which a court supervises the administration and distribution of a deceased person’s estate under the terms of a will or, if no valid will exists, under state intestacy laws. Probate can involve validating the will, appointing an executor or personal representative, inventorying the estate, notifying creditors, paying debts and taxes, and distributing assets to beneficiaries. The length and complexity of probate vary depending on the estate’s size, asset types, and whether disputes arise. Many people plan to minimize probate where possible through tools like trusts and beneficiary designations, while ensuring that the will provides clear direction for any assets that must pass through probate.
A codicil is a written amendment to an existing will that allows changes without replacing the entire document. It must typically meet the same formal signing and witnessing requirements as the original will to be valid. A codicil can be useful for small, targeted changes such as updating an executor or modifying a single bequest, but multiple codicils over time can create confusion and complexity. For many clients, preparing a new will that consolidates all changes provides a clearer record of intentions. Properly executed amendments help prevent ambiguity and reduce the risk of conflicting instructions when estate administration begins.
Selecting the right mix of planning tools depends on individual goals, asset types, and family circumstances. A will provides direction for probate assets and guardianship nominations, while trusts often allow assets to transfer outside probate and provide ongoing management for beneficiaries. Beneficiary designations on accounts transfer directly to named recipients and can supersede will instructions for those particular assets. Our role is to explain the practical differences, including privacy, timing of transfers, cost, and control over distributions, so clients can choose a strategy that aligns with their priorities and reduces unintended consequences for heirs and loved ones.
A straightforward will may be sufficient for individuals with modest assets and uncomplicated family arrangements. When the estate consists primarily of personal belongings, a residence, and minimal financial accounts, a simple will can provide the necessary instructions for distribution and name an executor without the expense and complexity of additional planning vehicles. In these circumstances, clarity in beneficiary designations and a well-drafted will that addresses guardianship for minor children often accomplish core planning goals while keeping administration manageable and cost-effective for heirs.
When most assets have existing beneficiary designations or are held in joint ownership, a simple will can serve as a backup to address any residual assets or personal wishes. In such cases, retirement accounts and life insurance policies already pass outside probate to named beneficiaries, so the will primarily governs property not covered by those designations. Clients with straightforward distributions and no anticipated disputes can often meet their planning objectives with a carefully prepared will that complements existing account designations and ownership structures.
Clients with significant assets, retirement accounts, multiple real estate holdings, or business ownership often benefit from a more comprehensive plan that integrates wills, trusts, and beneficiary coordination. These situations may require tailored provisions to manage tax exposure, creditor concerns, and the orderly transfer of business interests. Comprehensive planning helps preserve value for heirs, provides for continuity of business operations when needed, and offers structured distribution mechanisms that reduce the potential for conflict and administrative delays in the wake of a death.
Families with children from prior relationships, beneficiaries with disabilities, or those who require ongoing financial oversight often need planning beyond a simple will. Trusts and tailored distribution provisions can provide controlled support for beneficiaries, preserve public benefits for those with disabilities, and ensure assets are managed responsibly over time. A comprehensive plan helps avoid disputes among heirs, clarifies succession for family-owned assets, and establishes mechanisms for oversight that reflect the client’s intent for long-term care and protection of vulnerable loved ones.
A comprehensive estate plan coordinates wills, trusts, beneficiary designations, and powers of attorney to provide continuity and clarity in the event of incapacity or death. This integrated approach can reduce the need for probate, protect privacy, and allow more precise control over when and how assets are distributed. For many families, combining a will with targeted trust provisions helps protect legacy goals, manage tax exposure, and create safeguards for beneficiaries who need oversight. The result is a cohesive plan that anticipates future needs and reduces administrative burden for loved ones.
In addition to distribution control, an integrated plan provides directives for incapacity through powers of attorney and health care instructions, ensuring decisions align with your values should you become unable to communicate your wishes. The plan can also address contingencies, such as alternate guardians or successor fiduciaries, to avoid gaps in decision-making. Clients receive peace of mind knowing that critical decisions have been considered and documented in a way that supports efficient administration and reduces uncertainty for surviving family members during a difficult time.
A comprehensive plan offers finer control over how assets are distributed, including staggered distributions, conditions for access, and provisions for management by a trustee or fiduciary. This level of control can protect beneficiaries from impulsive spending and provide support at life stages that the client determines are most appropriate. For clients who want to preserve assets for long-term care, education, or philanthropic goals, integrated planning provides tools to align distributions with those priorities while balancing flexibility and oversight to respond to changing needs.
Careful coordination of documents can reduce the time, cost, and complexity of estate administration. Using trusts or ensuring beneficiary designations are up to date can avoid lengthy court-supervised procedures and simplify transfers to heirs. This reduction in administrative burden can preserve estate value by minimizing legal fees and delays, while providing beneficiaries with a smoother transition. A streamlined administration process also helps families focus on personal matters and grieving, rather than procedural hurdles, by ensuring documentation is clear and accessible when it is needed most.
Begin your planning by compiling a thorough inventory of assets, including real property, bank and investment accounts, retirement plans, life insurance policies, and personal property of value. Document account numbers, titles, and beneficiary designations where applicable. This information helps ensure that your will and related documents accurately reflect your estate and that beneficiary designations are coordinated to match your intentions. A complete inventory reduces the likelihood of overlooked assets and prevents ambiguity during administration. Share this information with the person you name to handle your affairs so they can act efficiently when needed.
Life events such as marriage, divorce, the birth of children, changes in assets, or relocation can affect the suitability of existing estate documents. Periodic review ensures that beneficiary designations, property titles, and will provisions remain consistent with current intentions. Make updates when significant changes occur to prevent unintended results and confirm that your documents comply with California law. Regular reviews also provide an opportunity to refine language, add contingency plans, and confirm that nominated fiduciaries remain appropriate choices for carrying out your wishes.
A Last Will and Testament provides legal direction for distributing property, naming an executor, and appointing guardians for minor children. Without a will, state intestacy rules determine how assets are distributed, which may not reflect your preferences. Drafting a will lets you designate who receives personal and financial assets, reduce family uncertainty, and name trusted individuals to manage your estate. For homeowners and residents of Lakeland Village, a will can also address unique property concerns, transfer real estate according to your wishes, and provide instructions that complement other estate planning documents for a cohesive plan.
In addition to directing distributions, a will can include provisions for personal requests and charitable gifts, helping preserve your values and support causes you care about. It allows you to create contingency plans if a beneficiary predeceases you and establish mechanisms to manage inheritances through trusts when needed. Preparing a will also helps families by identifying responsible parties to handle estate matters, reducing disputes and administrative delays. Taking the time to create a clear and well-constructed will protects loved ones and ensures that your final wishes are documented and actionable.
People often seek a will when they acquire significant property, start a family, become a homeowner, or wish to name guardians for minor children. A will is also important for those who want to make specific bequests to friends, relatives, or charities, or to designate an executor to handle estate affairs. Life changes such as marriage, divorce, remarriage, or the birth of a child prompt updates to planning documents. Additionally, those who wish to leave instructions for managing sentimental items or personal effects benefit from a clear will that communicates their preferences to loved ones and the person administering the estate.
Acquiring a home or other real estate often prompts the need for a will to ensure the intended distribution of property. Without clear instructions, state laws may dictate inheritance in ways that differ from your wishes. A will can direct whether property passes to a spouse, children, or other beneficiaries and can coordinate with title and ownership arrangements to avoid unintended consequences. Discussing real estate in the context of the overall estate plan helps address tax, creditor, and family considerations that affect how property should be managed and transferred after death.
Parents with young children often prioritize naming guardians and providing financial arrangements to care for minors in the event of the parents’ deaths. A will allows parents to nominate guardians and set terms for managing assets intended for a child’s support and education. Clear instructions reduce the possibility of contested guardianship proceedings and provide guidance on how funds should be used for the child’s benefit. Establishing a plan for children offers peace of mind that their needs will be addressed and that decisions about their welfare are placed in hands the parents trust.
When retirement accounts or life insurance policies are part of your estate, coordination between beneficiary designations and the will is essential. These accounts often pass outside probate to designated beneficiaries, so ensuring that designations align with your broader estate plan prevents unintended distributions. A will can address assets not covered by beneficiaries, provide for the residue, and create trusts to manage funds for beneficiaries who may need supervised distributions. Regular reviews and updates ensure account details reflect current intentions and reduce the risk of conflicts during administration.
The Law Offices of Robert P. Bergman offers personalized assistance to Lakeland Village residents creating or updating a Last Will and Testament. We explain options, review existing documents, and draft clear provisions that reflect client wishes while complying with California law. Our approach emphasizes practical planning, transparent communication, and reliable document preparation to ensure that wishes are documented in a way that eases administration for loved ones. Clients receive guidance on integrating the will with beneficiary designations, powers of attorney, and trusts to achieve a coherent estate plan tailored to their needs.
Clients work with us for thorough and thoughtful will preparation that addresses both immediate wishes and potential future needs. We take time to understand family dynamics, financial arrangements, and personal goals, and then translate those priorities into clear legal documents. Our focus on careful drafting reduces ambiguity and helps protect intentions from misinterpretation. We also assist with coordinating beneficiary designations and other estate planning tools so the will functions as part of an integrated plan, providing clients confidence that their affairs will be handled according to their directives.
Our process includes detailed intake, document review, and client education so each person understands the practical consequences of their choices. We prepare wills that reflect contingencies and provide straightforward instructions for executors and family members. When revisions are needed due to life changes, we offer follow-up support to update documents and maintain alignment across all elements of a plan. This commitment to comprehensive service and attention to detail helps clients feel prepared and ensures their plans remain current over time.
Beyond drafting, we provide guidance on storage and accessibility of estate documents and advice on communicating plans with nominated fiduciaries and family members. Clear documentation and accessible records reduce confusion and facilitate timely administration. Our team is also available to assist with probate administration if it becomes necessary, providing continuity from planning through settlement. This full-service perspective supports clients through each stage of planning, creating a practical framework for protecting family welfare and preserving the client’s intentions.
Our process for will preparation begins with an initial consultation to review assets, family circumstances, and goals. We gather details about property ownership, account beneficiaries, and guardianship preferences, then prepare a draft will that reflects those choices and complies with legal formalities. After client review and any revisions, we arrange for proper signing and witnessing, provide guidance on safe storage, and supply copies for relevant parties. We also discuss how the will integrates with other planning documents to ensure consistency, minimize probate where appropriate, and protect intended beneficiaries.
The first step is a comprehensive review of personal and financial information, including property deeds, account statements, and beneficiary designations. We ask about family relationships, intended beneficiaries, and any special circumstances such as blended families, minor children, or beneficiaries with special needs. This information allows us to draft a will that accurately reflects intentions and addresses potential complications. Clients receive explanations of options and potential consequences so they can make informed decisions about distribution methods, fiduciary appointments, and complementary planning tools.
We guide clients through cataloging assets and verifying beneficiary designations on retirement accounts and insurance policies to ensure alignment with the will. Understanding titles, account ownership, and designated beneficiaries helps identify which assets will pass under the will and which transfer outside probate. This step reduces surprises and allows us to recommend coordinated changes when needed. Accurate and organized documentation supports effective drafting and eases later administration, providing a clearer picture of the estate for both clients and the appointed executor.
We explore family relationships, potential conflicts, and specific goals for how assets should be distributed, including whether to leave property outright or in trust. This discussion informs tailored provisions for guardianship, residue distributions, and special bequests. By understanding the client’s values and relationships, we can recommend practical approaches that anticipate likely challenges and provide mechanisms to address them. Clear communication at this stage helps ensure that the will reflects realistic, implementable instructions that align with the client’s objectives.
After gathering information and identifying objectives, we prepare a draft Last Will and Testament with language designed to be clear, enforceable, and aligned with California law. The draft addresses appointment of an executor, specific and residual distributions, guardianship nominations where applicable, and any trust provisions the client requests. We review the draft with the client, make revisions as needed, and discuss execution requirements and storage options to ensure the document will be effective when needed and accessible to the appointed executor and family members.
The draft will is prepared with attention to wording that avoids ambiguity and reduces the likelihood of disputes. We explain each provision and its practical implications so clients understand how their instructions will operate. During review, clients can request changes or clarify intentions about distributions, conditions, and fiduciary roles. Once the draft reflects the client’s wishes, we proceed to execution planning to ensure the document meets formal signing and witnessing requirements under California law.
We provide instructions and arrangements for properly signing the will in compliance with state formalities, including witness requirements and safe storage options. Proper execution reduces the risk of challenges and ensures the will will be accepted by probate court if required. Clients receive original copies and guidance on where to store the document and who should be informed of its location. Clear documentation and appropriate safeguards help ensure that the will can be located and used when its directives need to be carried out.
Estate planning is not a one-time event. We recommend periodic reviews of wills and related documents to reflect changes such as marriage, divorce, births, deaths, or significant shifts in assets. During reviews we update beneficiary designations, revise distribution instructions, and make sure nominated fiduciaries remain suitable. Ongoing maintenance ensures that the will and estate plan continue to align with current intentions and legal requirements, reducing the risk of unintended outcomes and helping maintain a coherent plan across all estate planning tools.
We schedule reviews following major life events to confirm that the will and supporting documents remain consistent with the client’s wishes. Adjustments may involve changing beneficiaries, updating fiduciaries, or creating new provisions to address evolving needs. These reviews also provide an opportunity to coordinate changes in account designations and property titles to ensure a unified plan. Keeping documents current preserves the integrity of the plan and avoids conflicts that often arise from outdated instructions.
If a will enters probate or administration is required, we can assist the appointed executor with court filings, creditor notices, inventory preparation, and distribution of assets. Our support helps executors meet legal obligations and complete administration efficiently and correctly. This continuity of service from planning to administration provides practical benefits to families by reducing procedural errors and clarifying responsibilities during a time when legal and emotional demands are high.
A will is a document that directs distribution of property upon death and can name an executor and guardians for minor children, whereas a trust is a legal arrangement that can hold and manage assets during life and after death, often allowing assets to transfer outside of probate. Trusts can provide ongoing management for beneficiaries and may offer greater privacy and continuity of asset management. Wills typically govern assets that are solely in the decedent’s name and can initiate probate-based administration when required. Choosing between a will and a trust depends on goals, asset types, and family circumstances. Many people use both documents: a trust to manage and transfer certain assets outside probate and a will to address residual matters, guardianship, and any assets not held in the trust. Coordinating beneficiary designations and property titles with these documents helps ensure intended distributions occur smoothly and minimizes conflict during administration.
It is advisable to review and potentially update your will after major life events such as marriage, divorce, the birth or adoption of a child, the death of a beneficiary or fiduciary, or significant changes in assets. Regular reviews every few years can help ensure that beneficiary designations, fiduciary appointments, and bequests remain aligned with current intentions. Failing to update a will can result in distributions that no longer match your wishes or unexpected administration difficulties. During reviews we assess whether named executors, trustees, and guardians remain appropriate and whether beneficiary designations on accounts should be adjusted to coordinate with the will. Changes in state law or personal circumstances can also affect planning choices. Timely updates help avoid ambiguity and reduce the risk of disputes among heirs by keeping the estate plan consistent and current.
A will itself does not typically avoid probate for assets that are solely in your name; probate is the process for administering those assets under court supervision. However, many people use complementary planning tools—such as trusts, beneficiary designations on retirement accounts, payable-on-death designations for bank accounts, and joint ownership arrangements—to transfer assets outside of probate and streamline administration. These measures can limit the portion of an estate subject to probate while the will addresses remaining assets and guardianship nominations. Whether probate can be minimized depends on the types of assets, how titles are held, and beneficiary designations. We review holdings and implement strategies to reduce probate exposure where appropriate, while ensuring the will covers any residual matters. The result is a coordinated plan designed to meet practical distribution goals and reduce administrative burden for loved ones.
When naming an executor, consider someone who is organized, trustworthy, and willing to handle administrative tasks, such as collecting assets, paying debts, and managing required court filings if probate is necessary. Many people choose a close family member or friend, while others select a professional fiduciary or trusted advisor. It is wise to name alternate executors in case the primary nominee cannot serve. Discussing the role with the chosen person helps confirm willingness and availability to carry out the responsibilities. The executor has a duty to act in the estate’s and beneficiaries’ best interests and must follow procedural requirements, including timely notifications to creditors and beneficiaries. Clear instructions within the will and accessible documentation of assets and account information make administration smoother. Choosing an appropriate executor reduces the likelihood of disputes and helps ensure estate matters are resolved efficiently and respectfully.
If you die without a valid will in California, state intestacy laws determine how your property will be distributed, and the court will appoint an administrator to manage the estate. The distribution scheme depends on your family structure and may not reflect personal preferences for specific gifts or guardianship. For parents of minor children, the absence of a will can complicate guardian selection and estate management for the children’s benefit, potentially leading to court proceedings and delays. Dying intestate can also increase the risk of disputes among family members and lead to outcomes that differ from what you would have chosen. Preparing a will ensures your wishes for distribution, guardianship, and executor selection are documented and reduces uncertainty for loved ones during a difficult time.
Yes, it is possible to provide for or withhold assets from particular individuals in your will, but clear and unambiguous language is essential to reflect your intentions and reduce the risk of contest. In California, certain family members may have potential claims in some circumstances, particularly if a will appears to have been made without reasonable provision for a dependent, but careful drafting typically achieves the desired distributions. It is important to document reasons and ensure provisions are consistent with other estate documents like beneficiary designations. When disinheriting a close family member, coordination across all estate planning documents is critical to prevent unintended outcomes. Discussing these decisions with counsel helps ensure the approach is legally sound and that the will’s language is sufficiently clear to withstand challenges while ensuring the rest of the estate plan remains aligned with your goals.
To name a guardian for minor children, include a clear nomination within your will identifying the preferred guardian and any alternates. The nomination provides the court with your preference, which the court will consider along with the child’s best interests. Providing supplementary information about the nominee’s suitability and any specific instructions for care or upbringing can be helpful, though the court retains ultimate authority to approve the guardianship based on the child’s welfare. Because guardianship decisions are among the most important aspects of estate planning for parents, it is important to discuss your nomination with the proposed guardian and provide documentation or letters of instruction regarding financial arrangements and childcare preferences. Ensuring financial resources are available to support the guardian and child helps secure a stable transition and reduces administrative friction during a difficult time.
After signing your original will, store it in a safe and accessible place and let the appointed executor or a trusted person know where it is located. Some clients deposit the original with a secure document storage service, the attorney who drafted the will, or a safe deposit box, and provide copies to trusted parties as appropriate. The original signed will is the controlling document for probate purposes, so locating it quickly after death is important to ensure timely administration and compliance with court procedures. Keep records of where related documents and account information are stored, including beneficiary designation forms and property titles. Providing clear instructions to the executor about asset locations and passwords for digital accounts reduces delays during administration and helps ensure the decedent’s wishes are carried out in an orderly manner.
Handwritten wills, sometimes called holographic wills, can be valid in California if they are entirely in the testator’s handwriting and clearly express testamentary intent, but they may be more vulnerable to challenge due to uncertainty about authenticity or interpretation. Because formalities such as witnesses are generally required for typed wills, reliance on a handwritten document carries additional risks. Holographic wills should be drafted with great care and clear expression to increase the chance of being accepted by a probate court. For these reasons, many people choose a formally executed will with proper witnessing to reduce the likelihood of disputes and ensure enforceability. If a handwritten will is used, discussing its status and storage with trusted individuals and considering a follow-up formal will can help avoid problems during estate administration.
Wills can include provisions addressing digital assets and online accounts by directing how access should be managed and who may have permission to handle those assets. However, practical management often depends on service providers’ terms of use and applicable privacy laws. Including clear directions, account location information, and authorization documents such as powers of attorney for digital assets helps executors and fiduciaries manage online accounts consistent with your wishes. Because digital assets can include valuable or sentimental content, it is helpful to maintain an inventory of online accounts, login information where appropriate, and instructions for how each account should be handled. Coordinating these instructions with other estate planning documents ensures a coherent approach to preserving or closing digital assets according to your preferences.
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