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Digital Afterlife – Estate Planning for Your Clients’ Virtual Assets

Product Description

  • Start Time: 2:30 PM
  • End Time: 3:30 PM
  • Date: May 8, 2015
  • Location: Training Center
  • MCLE Credits: 1
  • Instructor: Jan Roos
  • Seats: 20

What happens to digital assets when you’re no longer around to manage them? Left without a game plan, a lifetime’s worth of online files and accounts becomes inaccessible, creating incredible stress for already bereaved family and loved ones who are left to settle an estate.

In this presentation Jan Roos, partner at Norman Roos, LLP will cover how to protect your client’s online presence, i.e., user name and passwords and how to use new online services to store electronically, encrypt, and prepare a redundant back-up in the event a disaster recovery is needed. Mr. Roos will demonstrate how to integrate these tools into your existing estate planning practice and provide a valuable addition to succession planning for families and businesses.

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