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Person using laptop with digital icons representing assets, symbolizing online Estate Planning and managing digital will.
Michael Lonich

Navigating the Legalities of Online Estate Planning: The Rise of Digital Wills

May 14, 2025/in Estate Planning /by Michael Lonich

Estate planning used to be about deciding who got the house and inheritance money, choosing a guardian for our children, and making sure our final wishes were respected. As more of our business, our assets, and our lives moves online, however, it’s changing the way we have to think about estate planning. Digital wills and online estate planning have grown in importance over the past several years, so we’ve put together the guide below to help you better navigate this new reality.

What is a Digital Will?

Like a traditional will, a digital will is a legal document outlining how you would like your assets managed after your death. Unlike a traditional will, however, a digital will deals solely with your digital assets or estate and your online presence. You might choose to have your executor close and archive these accounts, transfer information to family members or others, preserve certain files, create a legacy account or website, or delete information.

Who Needs a Digital Will?

The short answer is that anyone who has digital assets, maintains an online presence through social media accounts, or conducts business online should have a digital will. Digital assets include cryptocurrency and nonfungible tokens, but can also include things in digital form that have value like books, photographs, animations, videos, email accounts, logos, gaming accounts, etc. 

What To Include in a Digital Will

Being as thorough as possible when you identify digital assets and accounts that need to be managed after your death is essential. Consider including the following:

Appoint a Digital Executor

Choose someone you trust to handle your digital assets. They should be familiar with your online presence and also have access to passwords and login information.

Inventory of Digital Assets

List all your online accounts (email, social media, financial services like PayPal, gaming, subscription services, etc.) along with login information. Investing in software that serves as a password manager that safely stores all of this information might be a good idea. If you have cloud storage services for videos, documents, or photos, include this information as well. For cryptocurrency or digital wallets, include instructions for accessing these accounts.

Infographic checklist for online Estate Planning documents on a white background.

Instructions for Digital Property and Online Presence

What do you want to happen to your personal media like photos and videos, websites, blogs, digital content, domain names or logos, or online businesses? Should some media be deleted or transferred? If you sell goods online (e.g., Etsy, Amazon) note how you want your business to be handled.

For your social media accounts, you can have them deleted, memorialized, or actively managed by a designated executor. Email accounts can be archived, deleted, or transferred to someone else. If you have other messaging platforms like WhatsApp, be sure to indicate what you want to happen with these accounts as well.

Get Help With Your Digital Will

It’s always a good idea to consult with an estate planning attorney to make sure your digital will complies with state laws. In addition, some online services specifically include terms of service that address what happens to accounts after death, so be sure to consider those as well.

Schedule a free consultation with the Estate Planning Group at Lonich Patton Ehrlich Policastri to go over all your estate planning needs, including drafting your digital will.

Disclaimer: this article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

https://www.lpeplaw.com/wp-content/uploads/2025/05/bigstock-View-Assets-Business-Commerce-119226182.jpg 601 900 Michael Lonich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Michael Lonich2025-05-14 11:13:532025-05-14 11:14:13Navigating the Legalities of Online Estate Planning: The Rise of Digital Wills
Mother working remotely at home while her daughter does homework beside her at the kitchen table, showing a balance of parenting and remote work.
Gina Policastri

Remote Work and Parenting Plans: How Virtual Employment is Changing Custody Agreements

May 7, 2025/in Family Law /by Gina Policastri

The shift to remote work has changed many aspects of daily life, including child custody agreements. For divorced or separated parents, virtual employment provides new opportunities for flexible parenting plans, but also introduces unique challenges. Let’s take a look at how custody agreements have changed in the era of remote and hybrid work.

Increased Flexibility for Parenting Time

One of the biggest advantages of remote work is flexibility. Parents who work from home often have more control over their schedules, allowing them to be more involved in their child’s daily routine. This can mean:

  • More opportunities for shared custody or equal parenting time
  • Easier adjustments to schedules when children are sick or have school events
  • The ability to care for younger children without relying on daycare

For some families, this flexibility allows for co-parenting arrangements that would not have been possible with a traditional in-office job.

Modifying Existing Custody Agreements Due to Remote Work

If one or both parents now work remotely, they may need to modify their custody agreement to reflect this change. Some factors that courts consider when modifying agreements include:

  • Whether a parent’s work-from-home schedule allows them to provide proper supervision
  • The stability and consistency of the child’s routine
  • The ability of both parents to communicate and collaborate effectively

California courts prioritize the best interests of the child when reviewing custody modifications. If remote work enables a parent to take on more parenting responsibilities, they may have a stronger case for increased custody time.

Challenges of Remote Work and Co-Parenting

While remote work can offer flexibility, it also presents challenges for co-parenting.

Mother doing remote work on a laptop while her kids do homework in the same room, highlighting a shared home learning and working environment.

Disruptions During Work Hours

Working from home does not always mean a parent is available to care for their child. Video meetings, deadlines, and work commitments can make it difficult to balance parenting duties. If one parent argues that the other is not able to provide full supervision during work hours, this could lead to disputes over custody arrangements.

Relocation and Virtual Visitation in Custody Agreements

Remote work allows some parents to move to new cities or states while keeping their jobs. If a parent wants to relocate, the custody agreement may need to be revised to account for:

  • Long-distance parenting schedules
  • Virtual visitation arrangements using video calls
  • Travel costs and responsibilities for in-person visits

California law requires parents to seek court approval for major relocations that impact custody arrangements. The court will consider whether the move is in the best interest of the child and how it affects the co-parenting relationship.

Contact Us for Legal Guidance on Custody Modifications

If you are a parent navigating custody changes due to remote work, our family law attorneys can help. An LPEP lawyer can:

  • Assess whether your custody agreement needs modification
  • Help negotiate a fair parenting plan
  • Represent you in court if necessary

As remote work continues to shape family life, we understand that custody agreements must adapt to meet the needs of both parents and children. If you have questions about custody modifications or need to make changes to your current arrangement, contact LPEP to schedule a free consultation with one of our family law experts.

Disclaimer: This article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

https://www.lpeplaw.com/wp-content/uploads/2025/05/bigstock-Work-at-home-Parent-Mother-Loo-467464243.jpg 600 900 Gina Policastri https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Gina Policastri2025-05-07 15:00:562025-05-07 15:01:13Remote Work and Parenting Plans: How Virtual Employment is Changing Custody Agreements
Need help with divorce, custody, or estate planning? Discover why having a family lawyer makes all the difference.
Virginia Lively

Why Is It Important to Have a Family Lawyer?

April 23, 2025/in Family Law /by Virginia Lively

Family matters can be complex, emotional, and legally challenging. Whether you’re going through a divorce, dealing with child custody issues, or planning your estate, having a family lawyer can make a significant difference. A knowledgeable legal professional ensures your rights are protected and helps you navigate difficult situations with clarity and confidence.

Why You Need a Family Lawyer

A family lawyer specializes in legal issues related to family relationships. They handle cases such as divorce, child custody, alimony, adoption, and estate planning. Their expertise ensures that you understand your rights and responsibilities while providing legal strategies tailored to your situation.

1. Legal Expertise in Family Matters

Family law is a specialized field that involves various legal procedures and regulations. A family lawyer:

  • Provides accurate legal advice based on your specific case.
  • Ensures that all paperwork is filed correctly and on time.
  • Represents you in court or negotiations to secure the best outcome.

Without legal guidance, you might make mistakes that could impact your future and that of your loved ones.

2. Family Lawyers for Divorce and Separation

Divorce can be emotionally draining and legally complicated. A family lawyer can:

  • Help with fair division of assets and debts.
  • Negotiate child custody and visitation rights.
  • Ensure proper spousal and child support arrangements.

Having legal representation ensures that your rights and interests are protected during this life-changing process.

3. Child Custody and Support

When children are involved, custody and support become critical issues. A family lawyer will:

  • Advocate for the best interests of the child.
  • Ensure fair child support agreements are in place.
  • Mediate and negotiate custody disputes to avoid prolonged court battles.

Their expertise can help minimize conflict and create a stable environment for your child.

Law book and gavel symbolizing legal support from a Family Lawyer in family-related cases.

4. Adoption and Guardianship with Family Lawyers

Adopting a child is a joyful occasion but involves many legal procedures. A family lawyer can:

  • Guide you through adoption laws and requirements.
  • Help with home studies and background checks.
  • Ensure all paperwork is properly filed and processed.

Similarly, in cases where guardianship is needed, a lawyer ensures that the process is legally sound and beneficial for the child.

5. Estate Planning and Wills

Planning for the future is essential to protect your family. A family lawyer can assist with:

  • Drafting wills and trusts to ensure your assets are distributed as you wish.
  • Establishing power of attorney in case you become incapacitated.
  • Avoiding legal disputes over your estate after your passing.

Proper estate planning prevents confusion and potential conflicts among family members.

6. Domestic Violence and Protection Orders

If you’re facing domestic violence, a family lawyer can help by:

  • Obtaining restraining orders to protect you and your children.
  • Representing you in court hearings for safety measures.
  • Providing legal options to secure your rights and well-being.

Having legal support is crucial in these difficult situations.

Set Up Your Family Law Consultation Today With LPEP

The Family Law team at Lonich Patton Ehrlich Policastri is among the most established family law practices in the Bay Area. Whether you are facing a divorce, custody battle, adoption, or estate planning, having a trusted legal professional by your side ensures that you navigate these challenges with the best possible outcome.

Contact LPEP today to set up your free family law consultation.

 

Disclaimer: This article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

https://www.lpeplaw.com/wp-content/uploads/2025/04/bigstock-A-Law-Book-With-A-Gavel-Fami-86988323-e1745420585917.jpg 313 900 Virginia Lively https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Virginia Lively2025-04-23 15:00:352025-04-23 15:13:25Why Is It Important to Have a Family Lawyer?
Clipboard with notebook reading “Mistakes to Avoid,” symbolizing common estate planning mistakes to be aware of.
Michael Lonich

Top 5 Common Estate Planning Mistakes to Avoid

April 16, 2025/in Estate Planning /by Michael Lonich

If you’re younger than 50, you might not have given much thought to estate planning yet. However, estate planning is an important process that helps you protect and provide for your family. To help you get started, we’ve put together a list of the top five common mistakes to avoid in estate planning.

Mistake #1: Avoiding it Altogether

Thinking about being unable to care for your family is not a pleasant topic, which is why many people postpone or even completely avoid estate planning until it’s too late. Others think the process is too complicated, or that only people with a lot of assets need a will or trust. No matter the size of your estate, estate planning is beneficial. 

A detailed estate plan gives you control over the distribution of your assets (including sentimental items and heirlooms) to your chosen beneficiaries but also helps you manage them during your life. If you have minor children, you can help protect their future by selecting an appropriate guardian. Estate planning can even protect your assets in cases of divorce or bankruptcy. 

Without a will or trust, all these issues and more will be left up to the courts.

Mistake #2: Not Updating Your Estate Plan

If you’ve already made an estate plan, you might feel like you’re ahead of the game. Don’t forget to update it after certain life changes (e.g., marriage, divorce, birth of children, starting a business, etc.) though. Neglecting revisions to your plan can result in outdated provisions or even failure to comply with current laws, which could render the plan worthless. Experts suggest revisiting your estate plan every three years, as well as after major life events.

Elderly couple looking stressed while reviewing finances, highlighting common estate planning mistakes.

Mistake #3: Failing to Consider Tax Implications

Estate, gift, and income taxes can all impact the value of your estate (both during your lifetime and after your death). Estate planning experts can help you structure your plan to minimize these taxes as much as possible. In some cases, setting up a trust can be a good option.

Mistake #4: Choosing the Wrong Executor or Trustee

When thinking about who you want to carry out your wishes based on your will (executor) or manage your trust (trustee), you don’t have to automatically choose a family member. Consider whether the person is trustworthy, has the ability to handle the responsibilities, is in good health, and is willing to serve in this capacity. 

Mistake #5: Not Planning for Incapacity

Estate planning is not just about end-of-life planning. It’s also important to have a plan in place in the event you become incapacitated and cannot make decisions for yourself. Two valuable tools include setting up a power of attorney and a living will that outline your wishes when it comes to medical and financial decisions made on your behalf if you’re unable to manage your own affairs.

Get Estate Planning Help from Experts

The estate planning group at Lonich Patton Ehrlich Policastri offers a full range of estate planning services and has years of experience in helping clients avoid common mistakes like the ones above. Schedule a free consultation to get started on securing your future today.

 

Disclaimer: this article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter. 

https://www.lpeplaw.com/wp-content/uploads/2025/04/bigstock-Mistakes-To-Avoid-Text-On-Note-469091687.jpg 549 900 Michael Lonich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Michael Lonich2025-04-16 15:21:492025-04-16 15:21:49Top 5 Common Estate Planning Mistakes to Avoid
Gavel and documents representing an Order of Protection on a wooden desk.
Mitchell Ehrlich

How Can an Order of Protection be Reversed in California?

April 9, 2025/in Family Law /by Mitchell Ehrlich

Protective orders can be requested by a police officer (Emergency Protective Order), a judge (Criminal Protective Order), a victim of domestic abuse, stalking, harassment, etc. (restraining order), or in some cases of divorce to protect assets (Automatic Temporary Restraining Order). If you have an order of protection against you in the state of California, you have the option to request modifications or dissolution to that order if you so choose. Usually, you will need to present evidence in court to support your request. The following guide outlines the steps you need to take.

File a Request to Modify or Dissolve

If you want to change any of the terms of an existing order of protection (e.g., modifying parental visitation rights) or if you want the court to dissolve or dismiss the order completely, you would file a request with the court. Once you have filed your request, the court will schedule a hearing to provide you the opportunity to present evidence to support your request. 

Provide Supporting Evidence

As with any other court case, you will need to gather and provide evidence supporting the need for a modification or dismissal of your order of protection. Witness statements, financial documents, texts, emails, doctor’s notes, etc. can all be used to show that circumstances have changed and the relationship has improved to the point where protection is no longer needed.

Attend the Hearing

It is very important to attend the hearing and provide your evidence to the judge in person. Both sides involved in the order of protection should be present. Based on the evidence, the judge will:

  • Modify the terms of the order as requested
  • Dismiss the order, which effectively reverses, dissolves, or lifts it, or
  • Deny the request, if the court finds that the order is still necessary for safety or other reasons

If your request is denied, you may choose to appeal the decision, however, the appeals process can be complicated, time-consuming, and expensive.

Hands forming a circle around paper chain family symbolizing protection and an Order of Protection.

Other Considerations

The family court will always prioritize the safety of the protected party when considering a request to modify or reverse an order of protection. Orders of protection only remain valid for a set amount of time (as little as a few weeks to as much as five years), but the protected party can request that the order of protection be extended as necessary. On the other hand, in some cases, the court might agree to end or modify the order earlier than the stated time frame, if the evidence supports it.

Consult With Family Law Experts for Help

Family law can be complicated, but you don’t have to do it alone. If you are considering requesting a change to, or reversal of, a current order or protection, get a free consultation from the family law attorneys at Lonich Patton Ehrlich Policastri (LPEP Law). We have decades of experience helping our clients navigate the California family law court system, including working with restraining orders of all kinds. Let us help protect your rights. 

 

Disclaimer: this article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

https://www.lpeplaw.com/wp-content/uploads/2025/04/bigstock-Protective-Order-Concept-112904786-e1744230158742.jpg 367 900 Mitchell Ehrlich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Mitchell Ehrlich2025-04-09 14:10:312025-04-09 20:22:43How Can an Order of Protection be Reversed in California?
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LONICH PATTON EHRLICH POLICASTRI

Phone: (408) 553-0801
Fax: (408) 553-0807
Email: contact@lpeplaw.com

1871 The Alameda, Suite 400
San Jose, CA 95126

Located in San Jose, Lonich Patton Ehrlich Policastri handles matters for clients in northern California, specifically San Jose and Silicon Valley. Our services are available to anyone within the following counties: Santa Clara, San Mateo, Contra Costa, Santa Cruz, Monterey, San Benito, and San Francisco. For a full listing of areas where we practice, please click here.

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This web site is intended for informational purposes only and is not legal advice. Nothing in the site is to be considered as either creating an attorney-client relationship between the reader and Lonich Patton Ehrlich Policastri or as rendering of legal advice for any specific matter. Readers are responsible for obtaining such advice from their own legal counsel. No client or other reader should act or refrain from acting on the basis of any information contained in Lonich Patton Ehrlich Policastri Web site without seeking appropriate legal or other professional advice on the particular facts and circumstances at issue.

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