ESTATE PLANNING

Ensuring Executor Access To Your Digital Information

ESTATE PLANNING
ESTATE PLANNING

ESTATE PLANNING udemy course

Ensuring Executor Access To Your Digital Information

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.