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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.

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. 
Last updated/reviewed: November 27, 2019

3 Reviews (5 ratings)Reviews

5
Anonymous Author
Great information and very useful! I learned a lot of tips in planning.
5
Anonymous Author
After being an administrator on an estate, I found this subject very interesting. I had no idea about some of the ownership rights that were assumed.
5
Anonymous Author
Interesting and well written. Case studies and examples make the content easier to grasp.

Prerequisites

Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
Course Materials
  PDFAccounting for Digital Assets in Estate Planning
  PDFAccounting for Digital Assets in Estate Planning Glossary/Index
  PDFDigital Assets Worksheet
  PDFDigital Assets Peer Review
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM