San Diego Digital Asset Planning Lawyer 2026: RUFADAA, Crypto Access & Bitcoin Step‑Up in Basis

San Diego digital asset planning lawyer helps tech professionals secure cryptocurrency, NFTs, and online accounts. Bitcoin step‑up in basis, RUFADAA compliance, and local court procedures. Free consultation.

“Key Takeaways”

  • California’s RUFADAA gives fiduciaries access to digital assets only if you provide “direction.” A will or trust that simply says “my digital assets go to my son” is insufficient. Under Probate Code § 876, an online tool (like Facebook Legacy Contact) overrides any contrary provision in a will or trust. We help you coordinate both.
  • Cryptocurrency requires special planning: store seed phrases securely and provide a “key inventory.” Without the private key or seed phrase, your cryptocurrency is permanently inaccessible. We provide a secure system for documenting keys without exposing them to theft.
  • Each online platform has its own terms of service that may override state law. Platforms like Facebook, Google, and Apple offer “legacy contact” or “inactive account manager” tools. We help you activate these and integrate them with your legal documents.
  • Digital assets receive a step‑up in basis at death, but lifetime gifts trigger capital gains tax. Under IRS Notice 2014‑21, cryptocurrency is treated as property, not currency. We coordinate with your CPA to minimize tax exposure, leveraging the “Bitcoin step‑up in basis” strategy that is especially valuable for San Diego tech professionals in Sorrento Valley and UTC.
  • San Diego digital asset disputes are handled at the Central Courthouse (1100 Union St). If a fiduciary is denied access or family members dispute ownership, we e‑file petitions under Probate Local Rule 4.3.1 (mandate) and 4.3.2 (technical requirements, including visually verifiable digitized signatures), using Form PR‑160 and SDSC PR‑001.

San Diego Digital Asset Planning Lawyer: The 2026 Guide to Securing Your Online Legacy

Introduction: The $5 Million Bitcoin Wallet That Was Lost Forever

When Michael, a San Diego tech entrepreneur from Sorrento Valley, passed away unexpectedly in 2025, his family knew he had invested heavily in cryptocurrency. He had mentioned a “cold wallet” with over $5 million in Bitcoin. But no one knew the password. His will left “all assets” to his wife, but it did not provide any authority to access his digital accounts. The cryptocurrency exchange refused to grant access without a court order, and without the private key, even that would not help.

The family spent over a year in litigation at the San Diego Superior Court Central Courthouse (1100 Union St) , hired forensic experts, and ultimately lost access to the wallet. Michael’s dream of leaving a legacy for his children vanished.

At Leeran S. Barzilai, A Prof. Law Corp. , located in San Diego’s Mission Bay area, we help San Diego families—from La Jolla to Point Loma, UTC to Chula Vista—plan for digital assets: cryptocurrency, NFTs, online banking, social media, and more. This guide walks you through California’s RUFADAA law, the mechanics of securing cryptocurrency, and the steps to ensure your digital legacy is protected.

Part One: What Are Digital Assets? The Expanding Universe

Digital assets include:

CategoryExamples
CryptocurrencyBitcoin, Ethereum, Solana, stablecoins
Non‑Fungible Tokens (NFTs)Digital art, collectibles, in‑game assets
Online AccountsEmail, social media (Facebook, Instagram, Twitter, LinkedIn), cloud storage (Google Drive, iCloud)
Financial AccountsOnline banking, brokerage accounts, PayPal, Venmo, Robinhood
Business AssetsDomain names, websites, intellectual property, e‑commerce stores (Amazon, Etsy)
Frequent Flyer & RewardsAirline miles, credit card points
Digital MediaPhotos, videos, music purchased from iTunes, Kindle books

Each type has different access rules and legal frameworks. A comprehensive plan addresses all.

Part Two: The Legal Framework – California’s RUFADAA

What Is RUFADAA?

The Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) was adopted in California in 2017 (Probate Code § 870 et seq.) and updated in 2021. It establishes the legal authority for fiduciaries (executors, trustees, agents under power of attorney) to access digital assets.

Key Provisions:

SectionProvision
§ 870Defines “digital asset,” “fiduciary,” “user,” etc.
§ 872A fiduciary’s authority to access digital assets is governed by the user’s direction (in a will, trust, power of attorney, or online tool).
§ 874A custodian (e.g., Google, Facebook) must comply with a fiduciary’s request if the user provided direction.
§ 876Critical: If the user provided direction through an online tool (e.g., Facebook Legacy Contact), that controls over a conflicting provision in a will.

Critical Point: Without express direction, a fiduciary may be denied access, even with a court order. The law does not presume authority.

How to Provide “Direction”

You have three options under RUFADAA:

  1. In your will or trust – include specific language granting your fiduciary authority to access, manage, and distribute digital assets.
  2. In a durable power of attorney – give your agent authority to handle digital assets during your lifetime.
  3. Using online tools – platforms like Facebook, Google, and Apple offer “legacy contact” or “inactive account manager” features. Under § 876, these online tools override contrary provisions in a will.

Strategic Note: At Leeran S. Barzilai, A Prof. Law Corp., we draft comprehensive digital asset clauses that comply with RUFADAA and coordinate with online tools. As a San Diego RUFADAA compliance attorney, we ensure your legal documents work seamlessly with the tools you set up online.

Part Three: Cryptocurrency – The Special Challenge

The Private Key Problem

Cryptocurrency is not held by a bank or brokerage. Ownership is established by a private key (a long string of characters) or a seed phrase (a set of 12 or 24 words). If you lose this, your cryptocurrency is gone forever. There is no “forgot password” button.

Best Practices:

ActionPurpose
Create a secure inventoryList each cryptocurrency, the wallet type (hot/cold), and the private key or seed phrase.
Store securelyUse a fireproof safe, bank safe deposit box, or a secure digital vault. Never store keys in plain text on your computer or in the cloud.
Provide a “key inventory” to your fiduciaryGive your executor or trustee a sealed envelope with the inventory. The document should not be accessible until your death or incapacity.
Consider multi‑signature walletsRequire multiple signatures to move funds, so no single person has full control.

Tax Implications – The Bitcoin Step‑Up in Basis

Under IRS Notice 2014‑21, cryptocurrency is treated as property, not currency. Therefore:

  • At death: The assets receive a step‑up in basis to fair market value. If sold by the heir shortly after death, there may be little or no capital gains tax. This is the “Bitcoin step‑up in basis” strategy that savvy San Diego tech professionals use to pass crypto to heirs tax‑efficiently.
  • During life: Gifting cryptocurrency triggers capital gains tax on the appreciation. We coordinate with your CPA to time gifts appropriately.

2026 Regulatory Developments – FinCEN RRE Rule

The FinCEN RRE Rule (effective March 1, 2026) requires reporting of certain non‑financed transfers of residential real estate. If you use cryptocurrency to purchase real estate through a legal entity or trust (e.g., a revocable living trust), the transaction may be reportable. If you purchase in your individual name, the rule may not apply. We help ensure compliance with this nuanced rule.

Part Four: Online Accounts – Using Platform Tools

Facebook – Legacy Contact

Facebook allows you to designate a “Legacy Contact” who can manage your account after death (e.g., pin a post, respond to friend requests). You can also choose to have your account permanently deleted. We help you set this up.

Google – Inactive Account Manager

Google’s Inactive Account Manager allows you to designate a trusted person to receive access to your data after a period of inactivity (e.g., 3 months). You can specify which data (Gmail, Drive, Photos) to share.

Apple – Legacy Contact

Apple’s Legacy Contact feature allows you to add a trusted person who can access your iCloud data after your death.

Other Platforms

  • Twitter/X: No legacy feature; your fiduciary will need to contact Twitter support with proof of death and legal authority.
  • Instagram: Similar to Facebook, you can designate a legacy contact.
  • LinkedIn: Will memorialize your profile; no access to messages.

Strategic Note: We provide a checklist of all your online accounts and help you activate available legacy tools. We also ensure your legal documents reference these tools to avoid conflicts under § 876.

Part Five: Creating Your Digital Asset Plan – Step‑by‑Step

Step 1: Inventory All Digital Assets

Create a list of:

  • All cryptocurrency wallets and keys
  • All online accounts (email, social media, financial, cloud storage)
  • Domain names and websites
  • Digital media (photos, music, e‑books)
  • Business digital assets (e‑commerce stores, intellectual property)

Step 2: Appoint a Digital Fiduciary

Consider naming a separate “digital executor” if your primary fiduciary is not tech‑savvy. This person will have authority under RUFADAA to access and manage digital assets.

Step 3: Provide Direction in Legal Documents

We draft specific digital asset clauses in your:

  • Revocable living trust
  • Pour‑over will
  • Durable power of attorney

The clauses should explicitly grant authority to access digital assets and should reference any online tools you have activated.

Step 4: Store Keys and Passwords Securely

We provide a secure digital inventory template. You fill it out, store it in a safe place, and give your fiduciary a sealed copy.

Step 5: Activate Platform Tools

Set up Facebook Legacy Contact, Google Inactive Account Manager, Apple Legacy Contact, and any other platform‑specific tools.

Step 6: Review and Update

Digital assets and platforms change rapidly. We recommend reviewing your digital plan every 2‑3 years.

Part Six: San Diego Superior Court – Resolving Digital Asset Disputes

Venue: Central Courthouse, 1100 Union St

If a fiduciary is denied access or family members dispute ownership of digital assets, the matter is heard in the San Diego Superior Court Probate Division at the Central Courthouse, 1100 Union Street, San Diego, CA 92101. This is the same courthouse where we handle all trust and probate matters for San Diego families.

Mandatory E‑Filing – Probate Local Rule 4.3.1 (Mandate) and 4.3.2 (Technical)

All petitions must be e‑filed. Under Rule 4.3.1, electronic filing is mandatory. Rule 4.3.2 sets technical requirements, including that digitized signatures must be “visually verifiable” (e.g., a scanned wet signature). A non‑compliant signature may result in rejection.

We use:

FormPurpose
PR‑160Probate Case Cover Sheet (mandatory)
SDSC PR‑001Proof of Service (San Diego local form)
DE‑111Petition for Probate (if opening a probate case)
GC‑310Petition for Conservatorship (if digital assets need management during incapacity)

We appear in Department 61 (complex) or Department 72 (general probate) for contested matters.

Part Seven: Recent Legal Updates (2025‑2026)

AB 2016 – Small Estate Real Property Limit

AB 2016 (effective April 1, 2025) raised the limit for transferring a primary residence without full probate to $750,000. This does not directly affect digital assets, but if your estate includes both real estate and digital assets, note that other real property (rentals, commercial) still falls under the standard $208,850 small estate limit. We help you navigate the interplay.

AB 565 – Virtual Representation in Trust Proceedings

Effective January 1, 2026, AB 565 allows a parent to represent minor children in trust proceedings (if no conflict). This California AB 565 virtual representation trust modification tool can streamline digital asset distributions when minor beneficiaries are involved, reducing the need for guardian ad litem appointments.

2026 IRS Cryptocurrency Reporting

The IRS has increased enforcement of cryptocurrency reporting. We ensure your estate plan accounts for tax‑reporting obligations.

FinCEN RRE Rule (2026)

If you use cryptocurrency to purchase residential real estate through a legal entity or trust, the transaction may require a FinCEN report. We help clients comply.

Part Eight: Client Document Collection Checklist

If you are planning for digital assets, gather:

  • List of all cryptocurrency wallets (type, public address, private key/seed phrase)
  • List of all online accounts (platform, username, password, whether legacy tools are activated)
  • Existing estate planning documents (trust, will, powers of attorney)
  • Digital media storage (where photos, videos, documents are stored)
  • Business digital assets (domain registrations, website hosting, e‑commerce accounts)

Frequently Asked Questions

What is RUFADAA and how does it affect my digital assets?

RUFADAA is California’s law (Probate Code § 870 et seq.) that gives fiduciaries access to digital assets only if you provide “direction” in a will, trust, power of attorney, or online tool. Under § 876, an online tool overrides any contrary provision in a will.

How do I give my fiduciary access to my cryptocurrency?

You must provide the private key or seed phrase in a secure manner. We recommend creating a “key inventory” stored in a safe place, with instructions to your fiduciary on how to access it. Never store keys in plain text on your computer.

What if I use a password manager?

If you use a password manager (e.g., LastPass, 1Password), you must ensure your fiduciary has the master password. Include instructions in your estate plan and consider using the password manager’s emergency access feature.

Can my executor access my social media accounts?

Yes, if you provide direction in your will or trust, and if the platform’s terms of service allow it. We recommend also using platform‑specific tools like Facebook Legacy Contact to ensure access.

Do digital assets get a step‑up in basis at death?

Yes. Under IRS rules, cryptocurrency is treated as property, so it receives a step‑up in basis to fair market value at the date of death. This “Bitcoin step‑up in basis” strategy can eliminate capital gains tax if sold shortly after death.

What happens if I don’t plan for digital assets?

Your fiduciary may be unable to access your cryptocurrency, social media accounts, and other digital assets. Cryptocurrency without the private key is lost forever. Family members may have to litigate to gain access to online accounts.

Where are digital asset disputes heard in San Diego?

All trust and probate matters, including digital asset disputes, are heard at the Central Courthouse (1100 Union St). We e‑file under Probate Local Rule 4.3.1 (mandate) and 4.3.2 (technical requirements, including visually verifiable signatures).

Do I need a separate digital executor?

It can be helpful if your primary fiduciary is not tech‑savvy. You can name a “digital executor” in your will or trust who has authority specifically to handle digital assets.

How often should I update my digital asset plan?

We recommend reviewing your digital plan every 2‑3 years, or whenever you open new accounts, change passwords, or acquire new cryptocurrency.

Do you offer services in other languages?

Yes. We provide digital asset planning services in Spanish, Hebrew, and Chinese to serve San Diego’s diverse community. Contact us to schedule a consultation in your preferred language.

Contact Our San Diego Digital Asset Planning Lawyer

If you own cryptocurrency, NFTs, or significant online accounts, do not leave your digital legacy to chance. Contact Leeran S. Barzilai, A Prof. Law Corp. today. As a trusted San Diego RUFADAA compliance attorney, we help San Diego families create comprehensive digital asset plans that comply with California law, leverage the Bitcoin step‑up in basis tax strategy, and ensure your digital wealth is passed to your loved ones.

Leeran S. Barzilai, A Prof. Law Corp.
4501 Mission Bay Dr. #3c
San Diego, CA 92109
(619) 436-7544

Call today for a free consultation. Let us help you secure your digital legacy.

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English Subpages

1. RUFADAA Compliance – Online Tool Priority (Probate Code § 876)

Under California’s RUFADAA, an online tool (such as Facebook Legacy Contact or Google Inactive Account Manager) overrides a contrary provision in your will or trust. We help you coordinate both to ensure your fiduciary can access your digital assets. As a San Diego RUFADAA compliance attorney, we ensure your plan meets the 2026 standards.

2. Cryptocurrency Key Inventory – Secure Storage & Fiduciary Access

Your cryptocurrency is only as secure as its private keys or seed phrases. We provide a secure “key inventory” system: a sealed document listing all wallets and keys, stored in a safe place with instructions for your fiduciary. Never store keys in plain text. We help San Diego crypto investors protect their digital wealth.

3. Bitcoin Step‑Up in Basis – Tax‑Efficient Crypto Inheritance

Under IRS rules, inherited cryptocurrency receives a step‑up in basis to fair market value at the date of death. This “Bitcoin step‑up in basis” strategy can eliminate capital gains tax if the heirs sell shortly after inheritance. We coordinate with your CPA to leverage this benefit for San Diego families holding Bitcoin, Ethereum, and other crypto assets.

4. Facebook Legacy Contact & Google Inactive Account Manager

Platform‑specific tools give you control over your digital legacy. Facebook’s Legacy Contact can manage your memorialized profile; Google’s Inactive Account Manager allows a trusted person to access your data after a period of inactivity. We help San Diego clients activate these tools and integrate them with their estate plan to comply with Probate Code § 876.

5. Apple Legacy Contact and Other Platform Tools

Apple’s Legacy Contact feature lets you designate a trusted person to access your iCloud data after death. Similar tools exist for Instagram, LinkedIn, and other platforms. We provide a comprehensive checklist for San Diego residents, ensuring every online account is addressed—from social media to cloud storage.

6. FinCEN RRE Rule – Cryptocurrency Real Estate Purchases

Effective March 1, 2026, the FinCEN RRE Rule requires reporting of certain non‑financed transfers of residential real estate to legal entities or trusts. If you use cryptocurrency to buy a home through a trust, this rule may apply. We help San Diego crypto investors navigate these reporting obligations.

7. AB 565 Virtual Representation – Streamlining Digital Asset Trust Modifications

AB 565 (effective January 1, 2026) allows virtual representation in trust proceedings, meaning a parent can represent minor children (if no conflict) and a trustee can represent beneficiaries with identical interests. This simplifies modifying trusts to include digital asset provisions, reducing court involvement in San Diego.

8. AB 2016 Small Estate Limit – Interaction with Digital Assets

AB 2016 raised the primary residence small estate limit to $750,000, but other real property still falls under the $208,850 limit. If your estate includes both real estate and digital assets, this affects whether full probate is needed. We help San Diego families navigate these limits.

9. San Diego Superior Court – Digital Asset Litigation Procedures

Disputes over digital assets (e.g., access to crypto wallets, contested social media accounts) are heard in the Probate Division at the San Diego Central Courthouse (1100 Union St) . We e‑file under Probate Local Rule 4.3.1 (mandate) and 4.3.2 (technical requirements, including visually verifiable digitized signatures), using Form PR‑160 and SDSC PR‑001.

10. Digital Asset Inventory Checklist & Review Process

We provide a step‑by‑step digital asset inventory checklist: list all crypto wallets, online accounts, domain names, and digital media. We help you activate platform legacy tools, store keys securely, and integrate everything with your trust or will. We recommend reviewing your digital plan every 2‑3 years.

Chinese Subpages (中文)

1. RUFADAA合规 – 在线工具优先权（《遗嘱认证法典》第876条）

根据加州的RUFADAA，在线工具（如Facebook遗产联系人或Google不活跃账户管理）的指令优先于遗嘱或信托中的相反条款。我们帮助您协调两者，确保您的受托人能够访问您的数字资产。作为圣地亚哥RUFADAA合规律师，我们确保您的计划符合2026年标准。

2. 加密货币密钥清单 – 安全存储与受托人访问

您的加密货币的安全性取决于私钥或助记词。我们提供安全的“密钥清单”系统：一份密封文件，列出所有钱包和密钥，存放在安全处，并附上给受托人的说明。切勿将密钥以明文形式存储在计算机中。我们帮助圣地亚哥的加密货币投资者保护其数字财富。

3. 比特币税基提升 – 加密资产的高效税务继承

根据IRS规定，继承的加密货币在死亡之日获得税基提升至公平市场价值。这种“比特币税基提升”策略可使继承人在继承后不久出售时免除资本利得税。我们与您的注册会计师协调，为持有比特币、以太坊等加密资产的圣地亚哥家庭充分利用此优惠。

4. Facebook遗产联系人及Google不活跃账户管理

平台专用工具让您掌控数字遗产。Facebook的遗产联系人可管理您的纪念账户；Google的不活跃账户管理器允许指定人员在一段不活跃期后访问您的数据。我们帮助圣地亚哥客户激活这些工具，并将其整合到遗产计划中，以符合《遗嘱认证法典》第876条。

5. Apple遗产联系人及其他平台工具

Apple的遗产联系人功能允许您指定信任的人访问您的iCloud数据。Instagram、LinkedIn等平台也有类似工具。我们为圣地亚哥居民提供全面检查清单，确保每个在线账户（从社交媒体到云存储）都得到妥善安排。

6. FinCEN RRE规则 – 加密货币购房申报

自2026年3月1日起，FinCEN RRE规则要求对通过法律实体或信托进行的特定无贷款住宅不动产交易进行申报。如果您通过信托使用加密货币购房，该规则可能适用。我们帮助圣地亚哥的加密货币投资者履行这些申报义务。

7. AB 565虚拟代表 – 简化数字资产信托修改

AB 565（2026年1月1日生效）允许在信托程序中使用虚拟代表，即父母可代表未成年子女（无利益冲突时），受托人可代表利益相同的受益人。这简化了将数字资产条款纳入信托的修改过程，减少圣地亚哥的法院介入。

8. AB 2016小额遗产限额 – 与数字资产的相互作用

AB 2016将主要住宅的小额遗产限额提高至75万美元，但其他不动产仍受20.885万美元限额约束。如果您的遗产同时包含不动产和数字资产，这会影响是否需要完整遗嘱认证。我们帮助圣地亚哥家庭厘清这些限额。

9. 圣地亚哥高等法院 – 数字资产诉讼程序

数字资产争议（如加密钱包访问权、社交媒体账户争议）由圣地亚哥中央法院（1100 Union St）的遗嘱认证部门审理。我们依据遗嘱认证本地规则4.3.1（强制）及4.3.2（技术要求，包括可视觉验证的数字签名）进行电子归档，使用PR‑160表格和SDSC PR‑001表格。

10. 数字资产清单检查表与复核流程

我们提供分步数字资产清单检查表：列出所有加密钱包、在线账户、域名及数字媒体。我们帮助您激活平台遗产工具、安全存储密钥，并将一切整合到信托或遗嘱中。我们建议每2‑3年复核一次您的数字计划。

Hebrew Subpages (עברית)

1. עמידה בדרישות RUFADAA – עדיפות כלי מקוון (חוק הירושות § 876)

תחת RUFADAA בקליפורניה, כלי מקוון (כגון Legacy Contact של פייסבוק או Google Inactive Account Manager) גובר על הוראה סותרת בצוואה או בנאמנות. אנו מסייעים בתיאום ביניהם כדי להבטיח שהנאמן שלך יוכל לגשת לנכסים הדיגיטליים. כעורך דין לעמידה ב‑RUFADAA בסן דייגו, אנו מבטיחים שהתוכנית שלך עומדת בתקני 2026.

2. מלאי מפתחות קריפטו – אחסון מאובטח וגישה לנאמן

אבטחת הקריפטו שלך תלויה במפתחות הפרטיים או ב‑seed phrase. אנו מספקים מערכת “מלאי מפתחות” מאובטחת: מסמך חתום המפרט את כל הארנקים והמפתחות, המאוחסן במקום בטוח עם הנחיות לנאמן. לעולם אל תאחסן מפתחות בטקסט ברור במחשב. אנו מסייעים למשקיעי קריפטו בסן דייגו להגן על עושרם הדיגיטלי.

3. העלאת בסיס ביטקוין – העברת קריפטו יעילה במס

לפי כללי מס ההכנסה, קריפטו בירושה זוכה להעלאת בסיס לשווי השוק במועד הפטירה. אסטרטגיית “העלאת בסיס ביטקוין” זו יכולה לבטל את מס רווחי ההון אם היורשים מוכרים זמן קצר לאחר הירושה. אנו מתאמים עם רואה החשבון שלך למיצוי הטבה זו עבור משפחות בסן דייגו המחזיקות בביטקוין, אתריום ונכסי קריפטו נוספים.

4. Legacy Contact של פייסבוק ו‑Google Inactive Account Manager

כלים ספציפיים לפלטפורמה מעניקים לך שליטה על המורשת הדיגיטלית שלך. Legacy Contact של פייסבוק יכול לנהל את פרופיל ההנצחה שלך; Google Inactive Account Manager מאפשר לאדם מהימן לגשת לנתונים שלך לאחר תקופת חוסר פעילות. אנו מסייעים ללקוחות בסן דייגו להפעיל כלים אלה ולשלב אותם בתכנון העיזבון בהתאם לחוק הירושות § 876.

5. Legacy Contact של אפל וכלי פלטפורמה נוספים

תכונת Legacy Contact של אפל מאפשרת לך לייעד אדם מהימן לגשת לנתוני iCloud שלך לאחר המוות. קיימים כלים דומים לאינסטגרם, לינקדאין ופלטפורמות אחרות. אנו מספקים רשימת בדיקה מקיפה לתושבי סן דייגו, המבטיחה שכל חשבון מקוון – ממדיה חברתית ועד אחסון בענן – מטופל.

6. כלל FinCEN RRE – רכישות מקרקעין באמצעות קריפטו

החל מ‑1 במרץ 2026, כלל FinCEN RRE מחייב דיווח על העברות מסוימות של נדל”ן למגורים ללא מימון לישויות משפטיות או לנאמנויות. אם אתה רוכש בית באמצעות נאמנות בתשלום בקריפטו, כלל זה עשוי לחול. אנו מסייעים למשקיעי קריפטו בסן דייגו לעמוד בחובות דיווח אלה.

7. ייצוג וירטואלי AB 565 – ייעול שינויי נאמנות לנכסים דיגיטליים

AB 565 (תוקף 1 בינואר 2026) מאפשר ייצוג וירטואלי בהליכי נאמנות, כך שהורה יכול לייצג ילדים קטינים (בהעדר ניגוד עניינים) ונאמן יכול לייצג מוטבים בעלי אינטרסים זהים. הדבר מפשט את שינוי הנאמנות להוספת הוראות נכסים דיגיטליים, ומפחית מעורבות בית המשפט בסן דייגו.

8. תקרת עיזבון קטן AB 2016 – השפעה על נכסים דיגיטליים

AB 2016 העלה את תקרת העיזבון הקטן לבית מגורים ל‑750,000 דולר, אך נדל”ן אחר עדיין כפוף לתקרת 208,850 דולר. אם העיזבון שלך כולל גם נדל”ן וגם נכסים דיגיטליים, הדבר משפיע על הצורך בצו ירושה מלא. אנו מסייעים למשפחות בסן דייגו לנווט תקרות אלו.

9. בית המשפט המחוזי בסן דייגו – הליכים משפטיים לנכסים דיגיטליים

מחלוקות בנוגע לנכסים דיגיטליים (למשל גישה לארנקי קריפטו, חשבונות מדיה חברתית שנויים במחלוקת) נדונות במחלקת הירושות בבית המשפט המרכזי בסן דייגו (1100 Union St). אנו מגישים מסמכים באופן אלקטרוני לפי תקנה מקומית 4.3.1 (החובה) ותקנה 4.3.2 (דרישות טכניות, לרבות חתימות דיגיטליות הניתנות לאימות ויזואלי), תוך שימוש בטופס PR‑160 וSDSC PR‑001.

10. רשימת בדיקה למלאי נכסים דיגיטליים ותהליך עדכון

אנו מספקים רשימת בדיקה שלב‑אחר‑שלב למלאי הנכסים הדיגיטליים: פירוט כל ארנקי הקריפטו, חשבונות מקוונים, שמות מתחם ומדיה דיגיטלית. אנו מסייעים בהפעלת כלי המורשת של הפלטפורמות, אחסון מאובטח של המפתחות, ושילוב הכל בצוואה או בנאמנות. אנו ממליצים לעדכן את התוכנית הדיגיטלית כל 2‑3 שנים.

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