Online accounts & records
Consider email, photos, cloud storage, subscriptions and other online records. Ask about account-provider legacy tools and your wishes for access or closure.
Clearwater · Pinellas County
Estate planning for digital assets & cryptocurrency
Your estate plan should consider your online life as well as your physical property. Discuss online accounts, digital records and cryptocurrency with Castagna Law Firm in Clearwater.
Call (727) 446-6699Request a consultation onlineMake a plan your family can understand
Start with a broad inventory of the types of digital assets you hold and the people you would want to handle them. Account access, legal authority and technical recovery arrangements are separate questions to address in a coordinated plan.
Cryptocurrency
Identify whether assets are held with an exchange or in self-custody. Discuss how estate documents and private recovery instructions can work together.
People & permissions
Consider who should have legal authority and how they will obtain the information needed to act. Keep private credentials separate from public documents.
Prepare without sharing secrets
- List account providers and general asset categories.
- Note whether holdings are custodial or self-custodied.
- Bring existing estate-planning documents to discuss.
- Ask the attorney how to handle private instructions securely.
Never submit passwords, seed phrases, private keys or wallet backups through a website form or ordinary email.
Is listing cryptocurrency in a will the entire plan?
Legal instructions and the practical ability to locate and access assets both need consideration. Discuss your custody arrangements and estate documents with an attorney.
What about a provider’s legacy-contact tool?
Florida law addresses online tools for directing disclosure of digital assets. Review provider settings alongside your documents with counsel.
Further reading: Florida Statutes §740.003: User direction for disclosure of digital assets
Before your consultation
Frequently asked questions
What should I bring to my first consultation?
Start with your questions and a general overview of your goals. Existing wills, trust documents, relevant correspondence and a broad list of assets may be helpful. Call our office to confirm what to bring for your particular matter.
How do I find out what the work will cost?
Ask our office about consultation arrangements and fees. The scope and cost of legal work depend on your circumstances; discuss the proposed work and fee arrangement before engaging the firm.
Can I request a consultation online?
Yes. Use our consultation-request form or call (727) 446-6699. A request does not confirm an appointment or establish an attorney-client relationship.
Should I send documents or account credentials with my inquiry?
Please send only basic contact information and a general service interest. Speak with our office before sending confidential documents. Never send passwords, cryptocurrency seed phrases or private keys.