The Role of a Digital Executor in Estate and Digital Asset Management and Planning: Tech Support for the Deceased.

3 Hour Continued Legal Education Program Training

3.0 Credit Hours (60 Minute Hour) (2.5 Substantive / 0.5 Ethics)

Agenda

Why are We Talking About Digital Executors

Dive into the world of digital assets, examples of those assets, and open and closed virtual currencies.

Use of Digital Executors in Pennsylvania

Going over Pennsylvania SB 320 - RUFADAA – SB 320; and UFADAA guidelines and laws.

Considerations When Drafting Digital Estate Documents

Reviewing sample language, and technical terminology for digital assets, and becoming a trustworthy digital executor to an estate.

What is a Digital Executor

Digital Executor are services that will encompass “tech support for the deceased.” It will be a digital asset support for primary executors of an estate.

Required Skill Sets for a Digital Executor

Legal skills, and the well-versed methodology in complex technical aspects of digital assets.

Ethical Considerations When Drafting Digital Estate Documents

Refresher on Ethical Considerations in dealing with files, currencies, and assets within technology.

The Role of the Digital Executor

Retaining and establishing lawful digital oversight of an estate. Understanding digital assets, software tools, and managing assets.

Choosing and Designating an Effective Digital Executor

Reviewing the skill sets in a digital executor, and advising on the selection of that position in an estate.

Image by Debby Hudson

Dates and Locations

This is for Pennsylvania Lawyers and Representatives Only

If You Would Like Us To Approach Your State and CLE Board, Please Contact Us!

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Greensburg, PA

January 18, 2023

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Monroeville, PA

March 1, 2023

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Williamsport, PA

April 26, 2023

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Johnstown, PA

January 27, 2023

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DuBois, PA

March 17, 2023

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Gettysburg, PA

May 16, 2023

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Harrisburg, PA

February 10, 2023

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Erie, PA

March 29, 2023

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Norristown, PA

May 22, 2023

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State College, PA

February 15, 2023

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Cranberry, PA

April 14, 2023

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Scranton, PA

June 23, 2023

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