Free, maintained resources to help you serve clients navigating digital estate administration — RUFADAA references, platform procedures, documentation templates, and client-ready checklists.
Adoption status, statute citations, court order requirements, and key implementation differences for all 50 states and DC. Filterable and searchable. Updated June 2026.
View State Guide →Exact bereavement process, required documents, contact information, and timelines for 65+ platforms. Banking, social media, streaming, crypto exchanges, investment accounts, and more. Verified June 2026.
View Platform Database →A practical checklist your executor clients can follow from day one through final account closures. Organized by phase and priority. Free to share with clients as a Vera Legacy resource.
View Checklist →Practical guidance on the digital estate administration challenges attorneys encounter after a client's death — what's in scope for legal practice, what isn't, and where Vera Legacy fits.
Read Guide →The gap between RUFADAA legal authority and platform compliance. Which platforms honor executor requests, which require court orders regardless, and how to format requests that actually get processed.
Read Guide →How the Vera Legacy referral relationship works — the clean legal boundary, 48-hour turnaround, attorney-ready documentation, and what your clients receive. Request the full information pack.
Request Info Pack →A simple introduction during estate administration — by email, verbal recommendation, or a referral card included in your client welcome packet. We provide a one-page client referral card on request.
Complete digital and financial account inventory, executor authorization letters, platform-specific bereavement requests, and documentation package — all delivered within 48 hours. We never give legal advice.
Attorney-ready documentation formatted for inclusion in the estate file. Your client is less overwhelmed. No billable hours spent on platform policies. Clean legal boundary maintained throughout.
Tell us about your practice and what you're looking for. David Morgan will respond within one business day with our complete attorney information pack — service overview, sample deliverables, referral process, and RUFADAA compliance notes.
Founder, Vera Legacy. Available for questions about referral partnerships, the service scope, or specific client scenarios.
Email: hello@veralegacy.com
Response: within 1 business day
Clean legal boundary. Vera Legacy is a document preparation service — not a law firm. We never give legal advice, never claim legal authority, and never create liability overlap. The referral boundary is clearly defined and maintained in every client engagement.