Digital Asset Estate Planning for Clearwater Families and Investors

The Rise of Digital Assets

From Bitcoin to Photo Libraries-Don't Leave Them Lost

Digital assets include cryptocurrency like Bitcoin and Ethereum, online banking, password vaults, social media, streaming libraries, cloud files, and NFTs. Traditional plans often ignore these, leaving families locked out or unaware they exist. Castagna Law Firm, P.A. ensures your digital life is documented and transferable under Florida law so loved ones can locate and access what matters.

Florida Law on Digital Assets

Authorize Access the Right Way

Florida has adopted rules that let fiduciaries access digital accounts when properly authorized in your documents. Clear instructions in your will or trust-and sometimes with the service provider-are essential to avoid violating privacy laws or service terms. We draft the language that gives your personal representative or trustee lawful access so accounts can be managed or memorialized.

Our Digital Asset Planning Services

Inventory, Instructions, and Secure Handoffs

We help you build a confidential inventory of accounts, devices, wallets, and backup phras es; choose a trusted person to manage them; and document step-by-step access instructions. For crypto, we discuss storage choices, from reputable exchanges to hardware wallets and multi-signature arrangements. Castagna Law Firm, P.A. integrates these steps into your broader estate plan so nothing critical falls through the cracks.

Cryptocurrency & NFTs

Keys, Custody, and Tax Considerations

Without private keys, crypto can be permanently lost-even if your heirs know it exists. We help you plan secure key management and designate who takes control at incapacity or death. We'll coordinate with your CPA on basis tracking and taxable events so transfers are clean and documented.

Protecting Online Accounts & Legacies

Email, Social, and Subscriptions-Tidy Up the Digital Trail

Decide who can manage or close accounts like Gmail, Facebook, Apple, and subscription services. Tools such as legacy contacts or inactive account managers can complement legal documents. We'll help you choose settings and put practical instructions in place.

FAQ - Digital Assets

Answers for Modern Estates

  • Should I share my passwords now?

    Avoid writing passwords into your will or trust. Instead, use a reputable password manager and document how your fiduciary will gain access when needed. We'll help you set that up safely.

  • Can crypto be placed in a trust?

    Yes. You can title wallets in a trust or plan for trustee access to keys. The right approach depends on your custody method and risk tolerance; we'll tailor a solution.

  • How do I ensure my executor can access online banking?

    Your documents must grant explicit authority and include practical instructions about devices, 2FA, and where credentials are stored. We'll coordinate legal language with your real-world setup so access actually works.

Future-Proof Your Estate Plan

Don't Leave Digital Value Behind

Call 727-446-6699 to add digital assets and cryptocurrency to your Clearwater estate plan. Castagna Law Firm, P.A. brings in-house know-how so your online life and digital wealth are part of the legacy you intend.