Digital succession and intellectual heritage

Digital Will – Law Beyond Life

Dr. Mauricio Ejchel

The Digital Will is developed here as a doctrinal framework for preserving intellectual creation and directing its lawful administration during life and after death. Its organizing principles are a proposal: the name does not establish a separate testamentary form, make every digital record inheritable, or displace the law governing succession, copyright and privacy. Brazilian legislation provides the concrete legal reference below; arrangements involving another country require a separate assessment under the applicable rules.

I. THE CONCEPT OF THE DIGITAL WILL

The Digital Will expresses an individual’s intention concerning the preservation, governance and transmission of intellectual production recorded in digital form. Its subject includes writings, research, artistic expression and other material through which an identifiable human contribution can remain available beyond its creator’s lifetime. The central concern is continuity of authorship: determining what should survive, in whose custody, for which purposes and under what restrictions.

That continuity has both a juridical and a moral dimension. A creator may seek to protect the integrity of a body of work, provide for its responsible use and identify those entrusted with its administration. The resulting plan can coordinate testamentary dispositions, agreements made during life and practical preservation instructions. Each component nevertheless derives its enforceability from its own legal basis.

The expressed mind can therefore become an enduring element of cultural and intellectual heritage without becoming a new legal person. Neither the recording of thought nor the adoption of this framework confers perpetual civil existence on its author. The proposal bridges intellectual-property protection and succession by organizing rights that the law recognizes, rather than by creating ownership of human reasoning as such.

II. SCOPE AND RECOGNITION OF DIGITAL KNOWLEDGE AS PROPERTY

The contemplated corpus may comprise manuscripts, photographs, recordings, academic research, legal commentary, databases and conceptual developments. Their inclusion in an inventory does not establish that they all possess the same legal character. Ownership of a device, possession of a file, copyright in its contents, a licence to use software and contractual access to an account are distinct positions. A sound plan identifies which of these the creator actually holds.

Under articles 7 and 8 of Brazil’s Copyright Act, Law No. 9,610/1998, protection concerns qualifying intellectual expression, not every idea or item of information. Ideas, methods and systems as such fall outside copyright protection; so do the official texts of legislation and judicial decisions. A database may be protected through the intellectual creation embodied in its selection, organization or arrangement, without thereby conferring copyright in every underlying datum. Legal writing can accordingly be protected in its original expression without granting exclusivity over the legal proposition it explains.

The distinction between moral and economic rights is equally material. Article 24 identifies moral rights and specifies which pass to successors upon death; article 27 makes moral rights inalienable and incapable of waiver. Economic exploitation follows a different regime. The Digital Will should describe these categories separately, preserving the connection between creation and personhood without treating that connection as an unlimited property right in all knowledge.

III. PURPOSE AND FUNCTION

The framework’s purpose is to make preservation deliberate. It should identify authoritative versions, distinguish completed work from preliminary notes, state the intended conditions of publication and determine whether a library, archive, family member or other institution is to receive material. Decisions about educational access, commercial licensing and the protection of unpublished writing should be expressed with sufficient precision to guide those who later administer the corpus.

In this limited organizational sense, the Digital Will can serve as both testament and constitution: it coordinates succession intentions and rules of administration. Those descriptions do not turn a preservation policy into a valid testament or a private document into superior law. A usable arrangement must connect each direction to an appropriate instrument and distinguish legally binding provisions from ethical wishes.

Practical continuity also requires funding, accessible file formats, version records, secure backups and a replacement procedure if the first custodian becomes unavailable. These measures reduce foreseeable loss and misuse; they cannot guarantee preservation forever or eliminate every risk of appropriation. Their value lies in making responsibility identifiable and performance assessable.

IV. LEGAL NATURE AND CHARACTERISTICS

The proposed framework lies at the intersection of succession, intellectual property, preservation arrangements and the protection of personality. Its hybrid character calls for coordinated instruments rather than the assumption that one informal declaration performs every legal function. In Brazil, article 426 of the Civil Code prohibits a contract whose object is the inheritance of a living person. An agreement for services or custody must not be used to evade that restriction.

IV.I. Voluntary Constitution

The creator’s directions should reflect a free, informed and sufficiently specific decision. Capacity, authorship and the circumstances of execution must be established under the rules applicable to the instrument concerned. The ethical commitment to autonomy is compatible with the legal limits on disposition: consent alone does not authorize the transfer of rights belonging to someone else or override a mandatory rule.

IV.II. Lawful Object

The object is the creator’s lawfully held interest in recorded intellectual production and its administration. An inventory should distinguish original works, jointly authored material, licensed content, confidential documents and records involving other people. Artificial simulation of consciousness is outside the object developed in this proposal. Preserving an author’s work does not itself authorize a synthetic persona, voice imitation or new statements attributed to the deceased.

IV.III. Perpetual or Limited Duration

A preservation project may aspire to indefinite continuity or specify a period, release date or terminating condition. That aspiration does not extend statutory exclusivity. Article 41 of Law No. 9,610/1998 provides the general seventy-year term for economic copyright measured from 1 January of the year following death, while other categories have specific starting points and rules. Long-term custody, the duration of a licence and the term of copyright must therefore be addressed separately.

IV.IV. Custodial Obligation

A custodian should receive defined responsibilities concerning storage, access, integrity, permitted use, accounting and onward transfer. Custody does not necessarily confer ownership of copyright. The language of fiduciary responsibility expresses the proposed standard of loyalty and care; it does not establish that every archive or technology provider automatically occupies a common-law trust relationship under Brazilian law. Enforceable duties must be connected to the applicable legal relationship and its agreed terms.

IV.V. Legal Validity

Brazilian testamentary validity depends on the form and requirements prescribed by law. Civil Code article 1,857 recognizes testamentary dispositions, including those of a non-economic nature; article 1,858 treats the testament as a strictly personal act capable of change. Article 1,862 identifies the ordinary public, closed and private forms. Their execution requirements remain material: article 1,864 addresses the public testament, article 1,868 the closed form, and article 1,876 the private testament, including its witness requirements. Article 1,879 allows judicial confirmation of a handwritten, signed private testament without witnesses in exceptional circumstances stated in the document; it is not a general authorization for informal digital wills.

A digital signature, a blockchain timestamp or an electronic certification may assist in establishing provenance or integrity, but none, merely by being present, proves compliance with all testamentary formalities. The technology, its evidential function and the legally required form must be examined separately. Where necessary heirs are present, the reserved portion under article 1,846 also limits what may be disposed of. The Digital Will label cannot cure incapacity, an unlawful object, defective execution or an infringement of protected shares.

V. RELATIONSHIP BETWEEN THE DIGITAL WILL AND THE DIGITAL LEGACY (IDL)

The Individual Digital Legacy (IDL) is the intellectual corpus and associated interests to which the framework relates. The Digital Will governs; the IDL embodies. This distinction separates the directions from their object and permits an inventory to evolve without obscuring the source of legal authority for each disposition.

An effective inventory identifies the work, its location, the relevant rights holder, existing permissions and any restrictions on access or publication. It should also distinguish personal correspondence, professional records and public material. The same file may contain the deceased author’s expression and information affecting living people; possession by the estate does not settle every question of disclosure.

The international dimension illustrates that limit. GDPR recital 27 states that the Regulation does not apply to deceased persons’ personal data, while allowing Member States to provide their own rules. It does not create a general right to inherit accounts or publish an archive. Records concerning living persons and other applicable confidentiality or personality protections require their own assessment. Private directions should therefore avoid promising unrestricted access merely because the creator has died.

VI. PRINCIPLES GOVERNING THE DIGITAL WILL

I. Principle of Intellectual Sovereignty

The proposal begins with respect for the creator’s lawful choices concerning their work. During life, those choices can guide preservation, publication and permitted exploitation. After death, their effect depends on valid dispositions, the rights transmitted and the powers of the persons administering them. Intellectual sovereignty is an organizing principle, not an exemption from lawful exceptions, third-party rights or judicial orders.

II. Principle of Authenticity and Integrity

Preservation should retain reliable originals, document alterations and distinguish an authoritative text from later commentary. Translations and adaptations should identify their nature and responsibility for their preparation rather than silently replacing the source. Provenance records can support authenticity; they do not make every translation legally certified or establish that any alteration necessarily infringes moral rights. Applicable authorization and the relevant integrity protections remain decisive.

III. Principle of Legal Recognition of Digital Knowledge

Digital form should not obscure the protection available to qualifying expression. Recognition nevertheless requires classification of the material and the interest asserted. A manuscript, factual dataset and official judgment do not become identical property merely because each is stored electronically. The principle supports accurate recognition of existing rights, while leaving ideas and other unprotected material available under the governing law.

IV. Principle of Fiduciary Custodianship

The proposed standard requires custodians to act within their authority, avoid undisclosed conflicts and preserve the purposes entrusted to them. Agreements should address permitted subcontracting, security, reporting, fees and replacement. Where ownership or exploitation rights are also transferred, that separate transaction must be identified. Ethical stewardship and enforceable duties should reinforce one another without being conflated.

V. Principle of Lawful Compliance and Public Order

Every preservation direction remains subject to the law applicable to its object and execution. Conflicts involving succession, privacy, copyright or confidentiality may require legal assessment and, where appropriate, judicial determination. A direction incompatible with mandatory rules cannot acquire validity through a declaration that it must endure. Cross-border administration requires particular care because neither a familiar platform nor a common document format establishes recognition in every jurisdiction.

VI. Principle of Termination and Exclusion

The creator should be able to revise the plan and withdraw permissions to the extent permitted by the relevant instrument and existing rights. Testamentary revocability under article 1,858 is distinct from the termination of a licence, a completed transfer or a preservation agreement. Instructions to destroy or anonymize material must account for other rights holders, binding retention obligations and lawful evidential requirements. Death does not authorize custodians to invent a new intention or suppress records without a legal basis.

VII. Principle of Perpetual Continuity

Continuity is the aspiration to sustain a lawful intellectual contribution across generations. Its implementation should specify how purposes, resources and technical feasibility will be reviewed, and what happens if an institution closes or preservation becomes impossible. Archiving, restricted access, transfer to a suitable successor or lawful deletion may be appropriate in different circumstances. Judicial supervision is not automatically required for every routine archival decision; its necessity depends on the legal context.

VII. DIGITAL ASSETS, VALUE, AND TRANSMISSION

Intellectual production may hold economic, cultural and personal value independently of the price of its storage medium. Royalties, publication rights and permissible licences can form part of a succession plan, while a donation or archival deposit can serve educational purposes. Databases, legal writings, artistic works and professional content require an asset-specific analysis of ownership, restrictions and the interests of collaborators.

Articles 49 and 50 of Law No. 9,610/1998 govern transfers of copyright and their limits, including the treatment of moral rights, written terms and the scope of the transaction. A plan should identify the rights, permitted uses, territory, duration and financial conditions rather than rely on an undefined transfer of “everything digital.” Delivery of a copy or deposit of a collection is not, by itself, a transfer of copyright; article 37 expressly distinguishes acquisition of an original or copy from the economic rights in the work.

Operational preparation should connect the inventory to valid instruments and identify who can request access, demonstrate authority and administer any income. Credentials require secure handling outside publicly accessible documents; instructions must not encourage impersonation or unauthorized entry into another person’s account. The desired outcome is a lawful chain of responsibility through which preservation, remuneration and public benefit can coexist.

VIII. DIGNITY AND HUMAN CONTINUITY IN THE DIGITAL REALM

The Digital Will offers a way to articulate why intellectual continuity matters in a technological environment. Its underlying claim is that authorship, context and human choice deserve deliberate protection when records can be copied, transformed or lost at scale. The legal response should make those concerns actionable without converting a philosophical commitment into a claim of unlimited ownership.

Juridical permanence is therefore a normative aspiration: the contribution may outlast the individual through responsible institutions, authentic records and lawful transmission. It does not imply perpetual economic exclusivity, continued legal personality or an assurance that every file will remain available forever. Cultural heritage can continue after particular rights expire, and public access can become part of that continuity.

The distinction from digital simulation remains central. Preserving the expressed work allows later readers to encounter an identifiable contribution in its historical context. Responsible governance protects that encounter by separating the author’s own words from subsequent adaptations and by assigning obligations that people and institutions can actually perform.