{"id":371,"date":"2011-03-04T05:21:42","date_gmt":"2011-03-04T10:21:42","guid":{"rendered":"http:\/\/www.patellawoffices.com\/blog\/?p=371"},"modified":"2011-03-04T05:21:42","modified_gmt":"2011-03-04T10:21:42","slug":"passwords-and-estate-planning","status":"publish","type":"post","link":"https:\/\/patellawoffices.com\/blog\/general-estate-planning-and-probate\/passwords-and-estate-planning\/","title":{"rendered":"Passwords and Estate Planning"},"content":{"rendered":"<p>The best way to address concerns raised by assets in the electronic age from an estate planning and estate administration perspective is to employ some practical advice:<\/p>\n<p>\u2022Each spouse keeps a spreadsheet of Institution Name, Website, Account Number, User Name, Password<br \/>\n\u2022The spreadsheet is updated WHENEVER a change is made<br \/>\n\u2022Save the spreadsheet to a removable media format (CD, DVD-R, USB Flash-Drive, etc).<br \/>\n\u2022Save the removable media format in a safe location that your spouse, power of attorney, key adult child(ren) and attorney are aware of (safe deposit box, fireproof vault, drawer in the house where the important stuff is)<br \/>\n\u2022If you password protect the file, you need to make sure that your spouse, power of attorney, key adult child(ren) and attorney are aware of the password.<\/p>\n<p>If putting all this in a safe place and telling key people of it concerns you because the key people have access to your accounts, you need to rethink the key people.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The best way to address concerns raised by assets in the electronic age from an estate planning and estate administration perspective is to employ some practical advice: \u2022Each spouse keeps a spreadsheet of Institution Name, Website, Account Number, User Name, Password \u2022The spreadsheet is updated WHENEVER a change is made \u2022Save the spreadsheet to a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_daextam_enable_autolinks":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[11],"tags":[],"class_list":["post-371","post","type-post","status-publish","format-standard","hentry","category-general-estate-planning-and-probate"],"_links":{"self":[{"href":"https:\/\/patellawoffices.com\/blog\/wp-json\/wp\/v2\/posts\/371","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/patellawoffices.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/patellawoffices.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/patellawoffices.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/patellawoffices.com\/blog\/wp-json\/wp\/v2\/comments?post=371"}],"version-history":[{"count":0,"href":"https:\/\/patellawoffices.com\/blog\/wp-json\/wp\/v2\/posts\/371\/revisions"}],"wp:attachment":[{"href":"https:\/\/patellawoffices.com\/blog\/wp-json\/wp\/v2\/media?parent=371"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/patellawoffices.com\/blog\/wp-json\/wp\/v2\/categories?post=371"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/patellawoffices.com\/blog\/wp-json\/wp\/v2\/tags?post=371"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}