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Digital Assets in Estate Planning ON DEMAND

Available Until

Your Desk

1.0 Credits

Member Price $29.00

Non-Member Price $33.00


In today’s world, it is important that estate planning include contingencies for digital assets. This course defines what constitutes a digital asset and reviews important factors to consider when estate planning. Highlights include the importance of password protection and documentation, preparing an estate plan for digital assets, identifying and authorizing a fiduciary, and the current legal environment governing digital assets. Learn about the difficulties faced with digital ownership, management, and retrieval of digital assets as well some of the solutions for managing and protecting information from identify theft and hacking.


Digital Asset. Financial Assets. Ownership vs. Access. Digital Estate Planning. Identity Theft and Hacking.



Designed For

CPAs, auditors, consultants, and financial and managerial professionals.


Recognize the difference between owned and leased digital assets. Identify digital assets. Identify critical components of digital asset planning. Define how states approach accessing digital assets






Leader Bios

Patricia McCarthy, Western CPE

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award.

She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona.

Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.

Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.

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Non-Member Price $33.00

Member Price $29.00