Preparing for the Digital Estate - Preparatory Actions, Estate Considerations & Will Drafting

Introduction

In a world dominated by smart devices, smartphones, tablets, and computers more and more people store and access their data in digital form.

This new virtual classroom seminar is aimed at advisors who need to understand their clients digital information in the estate process.

Find out:

• What steps should be taken prior to death?
• What can be done after death to protect the deceased data, digital rights, and information?
• What steps should be taken and at what point in the process?
• What are the deceased's rights over their digital interests?

What You Will Learn

This live and interactive session will cover the following:

You will learn about

• How to identify digital property rights
• How to identify non-transferable digital assets
• What preparatory steps to advise in relation to digital assets
• What is digital executorship and digital management?
• Will drafting considerations
• Examples of draft clauses
• Disposition considerations
• Administrative considerations

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.