Your digital life can contain assets your family never sees on a traditional financial statement. Estate planning should account for the online accounts and rewards programs that matter to you. #EstatePlans #DigitalAssets #Estates #Wills bit.ly/4ipGaNp

Years of points and miles can add up, but families may lose track of them during estate administration. A digital asset inventory can help keep valuable rewards from becoming forgotten assets. #EstatePlans #DigitalAssets #InvisibleEstate #Estates bit.ly/4ipGaNp

Don’t assume your airline miles automatically go to the person named in your will. Loyalty program agreements can impose separate restrictions on what happens after death. #Wills #EstatePlans #DigitalAssets #AssetDistribution bit.ly/4ipGaNp

The points in your rewards app aren’t necessarily equivalent to dollars in your checking account. Contract terms can control whether loyalty rewards survive the account holder’s death. #EstatePlans #Wills #DigitalAssets #InvisibleEstate bit.ly/4ipGaNp

Frequent travelers may accumulate enough airline miles for a major trip without realizing how much value is sitting in their accounts. Those miles deserve consideration during estate planning. #EstatePlans #Wills #InvisibleEstate #HiddenAssets bit.ly/4ipGaNp

Travel credits and vouchers can be easy to overlook during estate planning. If they represent meaningful value, identify them and review the issuing company’s rules before they become someone else’s problem. #EstatePlans #LTC #DigitalAssets #HiddenAssets bit.ly/4ipGaNp

California law provides a framework for fiduciary access to certain digital assets, but it does not automatically give heirs greater rights than the original account holder had under a program’s terms. #EstatePlans #Trusts #DigitalAssets #ElderLaw bit.ly/4ipGaNp

Five hundred thousand airline miles deserve more planning attention than a forgotten retail rewards account with a few points. Prioritize digital assets based on their potential value. #EstatePlans #Trusts #HiddenAssets #DigitalAssets bit.ly/4ipGaNp

An executor can’t administer a rewards account they never know exists. Creating an inventory of significant points, miles, credits, and gift cards can help make an invisible estate easier to find. #EstatePlans #Estates #HiddenAssets #AssetDistribution bit.ly/4ipGaNp

A will cannot necessarily override a loyalty program’s terms. If an airline prohibits a transfer after death, simply naming a beneficiary for the miles may not change the company’s rules. #Wills #EstatePlans #Trusts #AssetDistribution bit.ly/4ipGaNp

Your will may say who should receive your airline miles, but the loyalty program’s own terms can still control what happens to them. Digital rewards deserve a closer look in estate planning. #EstatePlans #Wills #DigitalAssets #AssetDistribution bit.ly/4ipGaNp

Reviewing an attorney's experience and credentials can provide valuable insight before entrusting them with your estate plan. #EstatePlans #Trusts #Wills #SeniorScams #Glendora bit.ly/4aJt60J

Your estate plan may say one thing, but the title on your deed might say something else. That mismatch can create problems later. #Trusts #EstatePlans #Upland bit.ly/40aERI7

Professional fiduciaries can reduce conflict and apply neutral judgment in difficult family situations. #Trusts #EstatePlans bit.ly/3Ma2z3R

A daughter paying bills for a parent may already be acting as a fiduciary. Clear documents reduce confusion and risk. #EstatePlans #Glendora bit.ly/3Ma2z3R