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Digital Assets and Fiduciary Access

RUFADAA's tiered-access framework, planning for cryptocurrency and online accounts, and drafting fiduciary authority.

Intermediate6 min readLast updated 2026-07-31
digital assetsRUFADAAcryptocurrencyfiduciary access

What this guide covers

  • RUFADAA prioritizes custodial online tools, then estate documents, then terms of service — plan at all three levels.
  • Grant express authority over the content of electronic communications in the will, trust, and POA.
  • For crypto, secure the keys and provide retrievable access — never expose keys in a probate document.

The full guide includes the detailed analysis, worked examples, statutory citations, and related resources below.

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Educational reference, not legal advice. Prepared for licensed professionals as general reference; not legal advice and no attorney-client relationship is created. Law varies by state and changes over time — verify transfer-tax figures and statutory citations against current primary authority. This resource was last updated 2026-07-31. Estateur is not a law firm.