Foundations of Digital Estate Planning
Understand the categories of digital assets and the principles of planning for their handling after death or incapacity.
About this course
Digital assets touch finances, communications, and personal legacy. Sound practice rests on understanding the categories and the principles of planning for handling after death or incapacity. This foundational course provides that base.
By the end of this course you will be able to describe the categories of digital assets, recognize the platforms that handle them, identify the principles of planning, and understand the role of legal documents.
What you will learn:
- The categories of digital assets including financial, communications, media, and identity
- The role of platforms in handling accounts after death
- The legal landscape including state laws and platform terms
- The role of digital executors and how they coordinate with traditional executors
- The role of cryptocurrency and other digital wealth
- Common pitfalls including reliance on shared passwords
- The signs that suggest consultation with estate planning attorneys
The course uses readings, category summaries, case examples, and reflection prompts. Each module ends with applied exercises. The course is informational and does not substitute for licensed legal advice.
This course is written for adults at any stage of estate planning. By the end you will have replaced fragmented awareness with a structured understanding.
What you'll get
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Certificate of completion
Add it to your LinkedIn profile -
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Personal AI tutor
Stuck on a lesson? Ask your built-in tutor anything, any time. -
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Lifetime access
Come back anytime, no expiry -
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Phone or computer
Works anywhere, any device -
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30-day refund
No questions asked -
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Short & focused
48 min of practical content
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Frequently asked
What do I need to take this course? +
Just a phone or computer with internet. No installs, no special hardware.
How do I pay? +
By card via Stripe. We donโt store card details โ Stripe handles them securely.
Can I get a refund? +
Yes โ full refund within 30 days, no questions asked.
How long will I have access? +
Forever. Once you purchase, the course is yours to revisit anytime.
Will I get a certificate? +
Yes. On completion you'll receive a certificate you can add to your LinkedIn profile.
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