Digital POA: Electronic Communications

Most estate planning documents cover the basics - but one critical piece is often missing. In this short video, Barbara Treadwell walks through the importance of digital power of attorney, or access to electronic communications, and what it means for your family's financial security. Using a real client story, she explains why making sure your loved ones can access your passwords and digital accounts could make all the difference.

What’s in This Episode:

• What digital power of attorney is and how the name varies by state
• The difference between DocuSign capability and accessing passwords and digital accounts
• A real-life example showing why estate planning needs to account for digital accounts and passwords
• Why storing all passwords in one person's head creates a financial crisis for survivors
• The importance of each spouse having money accessible in their own accounts
• What digital POA covers: social media, online banking, cryptocurrency, and credit cards
• Why digital access planning matters beyond emergencies, including everyday travel scenarios
• Key components: listing email, social media, banking, and credit card accounts
• How to identify digital assets and choose a trusted agent to carry out your wishes
• Barbara's recommendation to review estate planning documents with your attorney