Digital Assets in Estate Administration
National Business Institute
Course description
Digital Assets in Estate Administration
As online usage continues to increase exponentially, your clients accumulate more and more digital assets. Some of these assets add significant financial value to the estate, some have purely sentimental value to the heirs, but all can easily slip through the cracks during the estate planning process without the proper knowledge. Make sure the digital life your client spent so many years compiling is left to loved ones instead of being lost in cyberspace forever.
Training content
- Online Assets and Information at Issue
- Post-Mortem Document Searches and Account Access
- Executor's Duties for Closing Accounts and Guarding Confidentiality
- Lessons From States Adopting Uniform Fiduciary Access to Digital Assets Act
Certification / Credits
- Learn how to correctly incorporate digital assets into your client's estate plan, such as electronic tax returns, E-bank accounts, and PayPal accounts.
- Understand which digital assets are often lost at death - online bank accounts, emails, domain names, etc.
- Get practical tips for retrieving online information if no provisions have been made to transfer access.
Why choose NBI?
More than 1.3 million professionals have trusted NBI with their training
With 35+ years of expertise, we understand the needs of professionals seeking continuing education
Our diverse catalog of 4,000+ courses covers topics in all legal disciplines
About NBI
National Business Institute
At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...
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National Business Institute
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