It is important that access to online bank accounts, Instagram pictures, eBooks or even reward miles be considered as part of the estate planning process in today’s digital world. This course discusses, in detail, why digital assets should be included in the estate planning process. It then walks you through the steps you need to consider when planning for digital assets and overviews some factors that should be considered during this process. Finally, it discusses some of the difficulties and solutions of managing digital assets due to corporate and state restrictions.
Course Publication Date:
September 20, 2024
This course is available with
NO ADDITIONAL FEE if you have an active
self study membership or
all access membership or can be purchased for
$10.00!
| Author: | Mill Creek Publishing |
| Course No: | TECH-DIGASSETS-2584 |
| Recommended CPE: | 1.00 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Overview |
| Prerequisites: | None |
| Advanced Preparation: | None |
| Recommended Field of Study: | Information Technology
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Learning Objectives
- Recognize the difficulty in accessing digital assets of a deceased person.
- Identify digital assets.
- Identify critical components of digital asset planning.
- Recognize the difference between owned and leased digital assets.
- Recognize the approaches corporations and states are taking with accessing digital assets of deceased individuals.