What You Will Learn!
- How to prepare a digital estate plan
Description
Whether you have already created an estate plan or are preparing to do so, this class will help you identify and organize the digital information required for an effective estate plan.
We will accomplish this by focusing on seven topics:
Assets
Liabilities
Accounts
Documents
Locations
Executor
Path
A downloadable template, the Digital Assets Memorandum, will be available for organizing your information.
Who Should Attend!
- Estate holders preparing or having a traditional estate plan.
