Boldly Go Where No Estate Plan Has Gone Before 2025

  • OnDemand seminar
  • Estate Planning and Probate Law
Up to 2.0 Credit Hours
Boldly Go Where No Estate Plan Has Gone Before 2025

Let’s get digital

With more of our lives (and our wealth) moving online, estate planning professionals must evolve to ensure clients’ digital assets are protected and passed on to the next generation. Clients with substantial digital assets will seek tech-savvy firms with digital awareness and established practices for managing online and offline wealth.

Product details

Faculty

  • Stay ahead in estate planning by mastering digital asset management
  • Provide more comprehensive and informed guidance to clients with digital holdings
  • Receive guidance on privacy laws, data security, and risk management
  • Gain a competitive edge by offering specialized digital asset planning services
  • Draft digital estate plans, create legal documents granting executors access to digital accounts, and advise clients how to manage their digital assets effectively
  • Paralegals
  • Estate planning attorneys

Sponsored by

Interested in becoming a Certified Paralegal? Find out more.

State Bar of WI Certified Paralegal

Interested in sponsoring this program? Find out more.