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Course Overview
Confidently navigate digital assets in estate planning and administration with the knowledge and skills essential for today’s digital world.
Digital assets are now part of everyday life and increasingly form a key part of clients’ estates. From cryptocurrencies and cloud storage to social media accounts and domain names, estate practitioners need the skills to manage these assets confidently and securely.
This course will equip you with the practical tools and expert insight to meet growing client demand, support families during incapacity or bereavement, apply consistent best-practice approaches, and minimise risk by ensuring digital assets are properly identified, valued, and transferred.
The course includes an optional end of course assessment comprising 10 multiple-choice questions. Upon successful completion, you will receive a certificate to recognise your achievement.
Course Content
From cryptocurrencies and domain names to cloud accounts and social media portfolios, this course provides practical best practices in identification, valuation, access, and transfer of digital holdings.
Over approximately 10 hours of flexible, self-paced study, you’ll gain the tools to reduce risk, support families, and offer cutting-edge advice in a rapidly evolving landscape.
Module 1: Digital Asset Estate Planning Best Practice - how best to deal with digital assets as part of a client’s estate planning
- Digital asset inventories, including practical guidance and templates
- Considerations when taking instructions and preparing Wills, including choice of executor(s) and specific drafting issues
- Considerations when making Powers of Representation and appropriate provision for digital assets
- Considerations when incorporating digital assets into a trust
- Digital asset estate planning tools
- Password, blockchain keys and access management best practices
- Regulatory, AML and KYC considerations concerning cryptoassets
- Succession planning with cryptoassets
- Domain names and succession planning
Module 2: Digital Asset Estate Administration Best Practice - how to identify, access and deal with digital assets in the administration of an estate
- Role and duties of personal representatives
- Searching digital records for assets and liabilities
- Dealing with digital assets in an estate
- Data security, access rights and data protection
- Data sanitisation best practices
- Tax issues and asset valuation
- Protecting digital assets from financial abuse
Prerequisites
STEP CPD Learning Courses are available to members and non-members.
This course is designed for estate practitioners around the world. It supports anyone working with clients to plan, manage, or administer digital assets, whether they are looking to build their knowledge or become the go-to expert in their firm.
- Legal and trust practitioners
- Will writers and instruction takers
- Executors and estate administrators
- Paralegals and support staff
- Tax advisers and accountants
- Financial advisers and planners
- Banking and wealth management professionals
Assessment
This online, on-demand course offers approximately 10 hours of self-paced study. You will have 12 months of access to the learning materials, allowing you to progress through the content at a time and pace that suits you.
The course includes an optional end of course assessment comprising 10 multiple-choice questions. Upon successful completion, you will receive a certificate to recognise your achievement.
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