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162 students
ESTATE PLANNING
Ensuring Executor Access To Your Digital Information
Created bySteve Chapelle
Last updated 8/2020
English
What you'll learn
- How to prepare a digital estate plan
Explore related topics
Course content
3 sections • 9 lectures • 30m total length
Requirements
- An adult with one or more online accounts
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 this course is for:
- Estate holders preparing or having a traditional estate plan.