What you'll learn
- How to prepare a digital estate plan
- An adult with one or more online accounts
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:
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.
Steve Chapelle has been providing digital communication behavior education to organizations since 2006. Prior to that he spent over 20 years in information technology management, analysis and customer service, primarily in the financial services sector.
Information management experience has included security, availability and disaster recovery planning.
He continues to advance best practices for organizations and individuals through seminars, videos, podcasts and articles.