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.
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
Monroeville, PA
March 1, 2023
Williamsport, PA
April 26, 2023
Johnstown, PA
January 27, 2023
DuBois, PA
March 17, 2023
Gettysburg, PA
May 16, 2023
Harrisburg, PA
February 10, 2023
Erie, PA
March 29, 2023
Norristown, PA
May 22, 2023
State College, PA
February 15, 2023
Cranberry, PA
April 14, 2023
Scranton, PA
June 23, 2023