ESTATE PLANNING

ESTATE PLANNING

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.

Ensuring Executor Access To Your Digital Information

Url: View Details

What you will learn

• How to prepare a digital estate plan

Rating: 4.5

Level: Intermediate Level

Duration: 31 mins

Instructor: Steve Chapelle