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Today’s financial advisors face a growing challenge: helping clients manage and protect their digital lives. This course takes a practical look at digital asset management and estate planning, covering everything from social media and online banking to cryptocurrency and intellectual property. You’ll learn how to evaluate, secure, and transfer digital assets as part of a complete financial plan. The course highlights the importance of clear legal language and up-to-date estate documents, especially under the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA). We’ll also examine real-world issues like biometric authentication, password management, and the risks of emerging technologies like deepfakes. By the end, you’ll be better prepared to help clients protect their digital footprint and incorporate it into their overall financial and estate plans.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Identify and list the various categories of digital assets commonly encountered by financial professionals, such as social media accounts, online banking credentials, and cryptocurrencies.
- Describe the implications of the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) in managing digital assets within estate planning, specifically how it affects fiduciary access post-mortem.
- Describe basic techniques for organizing and prioritizing digital assets, such as cataloging accounts and assessing their potential value and transferability, to enhance client consultations.
Presenters
Eric T. Ludwig, PhD, CFP®, RICP®
Jamie Hopkins, Esq., CFP®, ChFC®, CLU®, RICP®, LLM
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Estate Planning of Digital Assets
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