STEP CPD Learning: Digital Assets
Confidently navigate digital assets in estate planning and administration with the knowledge and skills essential for today’s digital world.
Course details:
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.
CPD Hours: 10
What will I learn?
- Digital Asset Estate Planning Best Practice - how best to deal with digital assets as part of a client’s estate planning
- Digital Asset Estate Administration Best Practice - how to identify, access and deal with digital assets in the administration of an estate
Is this course right for me?
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
Course format
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.
What the course author says:
“It is now impossible to be able to properly advise on estate planning or estate administration without understanding the various issues thrown up by digital assets. This course enables practitioners to identify these issues and provides actionable guidance on how to deal with them in practice. It covers cryptoassets (for example, how to make a succession plan, how to put them in trust, and how to administer them as part of an estate) as well as other kinds of digital assets including digital files, cloud accounts and domain names. It will be of huge benefit to anyone who provides estate planning advice or handles the administration of estates.”
Course author