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Digital Legacy & Estate Planning Workshop

$500.00

Bring practical digital legacy and estate planning education to your workplace, professional group, or community organization through a live, remote workshop delivered via Google Meet. In this 60-minute presentation, participants learn how to identify their digital accounts, online assets, and important records; document access information and instructions; choose trusted people; and take practical steps to make their digital lives easier for others to manage when necessary. This workshop gives your team a clear, judgment-free framework for a topic many people put off, so participants leave with an actionable first step rather than more uncertainty.

Bring practical digital legacy and estate planning education to your workplace, professional group, or community organization through a live, remote workshop delivered via Google Meet. In this 60-minute presentation, participants learn how to identify their digital accounts, online assets, and important records; document access information and instructions; choose trusted people; and take practical steps to make their digital lives easier for others to manage when necessary. This workshop gives your team a clear, judgment-free framework for a topic many people put off, so participants leave with an actionable first step rather than more uncertainty.

Frequently Asked Questions

  • Participants will learn how to take inventory of digital accounts, online assets, devices, subscriptions, and important records; document essential access information and instructions; identify trusted people; and establish practical next steps for digital legacy and estate preparation. The workshop helps participants understand what information their families or representatives may need and how to organize it responsibly.

  • This workshop is designed for workplaces, professional groups, community organizations, caregivers, families, and other groups interested in digital legacy and estate preparation. It is appropriate for adults at different life stages and focuses on clear, practical education without legal or technical jargon.

  • One live, 60-minute Digital Legacy & Estate Planning Workshop delivered remotely through Google Meet, plus a separate 30-minute workshop preparation session with your organization’s main point of contact.

  • After purchase, your organization’s main point of contact will use the online scheduler to book the 30-minute preparation session. During that meeting, we will review the workshop format and agree on the date and time for the live workshop. Haven Smith & Company will then schedule the workshop and provide the Google Meet details.

  • The workshop presents the core education from the Digital Legacy & Estate Planning Course in a live, 60-minute format for groups. The course is self-paced and designed for individual study, while the workshop provides a guided presentation, interactive discussion, and time for participant questions.

  • Organizations seeking customized content, examples, timing, or learning objectives can contact Haven Smith & Company to discuss a custom workshop.

    This workshop is educational and does not provide legal advice.

  • This workshop is $500, which includes the 30-minute preparation session with your organization’s main point of contact and the live 60-minute workshop for your group.