Continuing Legal Education (CLE)
Focused, standards-aligned education in digital estate planning, governance, and emerging risk.
DEPI develops and hosts structured CLE programs addressing the legal, regulatory, and operational challenges of digital estate continuity. Programs are designed for attorneys and fiduciary professionals seeking practical, standards-aligned guidance.
Program Format & Accreditation
Include language inspired by the ITA guide, but tailored to DEPI:
DEPI CLE programs are designed to meet continuing legal education (CLE) standards in applicable jurisdictions. Programs are structured to exceed 60 minutes in length and may include written materials, case-based examples, and practical implementation guidance.
Courses are developed for professional application and are designed to support regulatory compliance and fiduciary responsibility across jurisdictions.
Where applicable, recordings and materials may be made available to registered participants following live presentation.
Current CLE Programs
Digital Estate Continuity Fundamentals
Foundational legal and governance principles for digital estate planning, including asset classification, fiduciary authority, and standards alignment.
Audience: Attorneys, fiduciaries, estate planners, advisors
Duration: 60–75 minutes
Format: Recorded session
Advanced Digital Asset Governance
Governance frameworks for digital assets, access control, custodial risk, and fiduciary responsibility in evolving regulatory environments.
Audience: Estate planners, trust officers, compliance professionals
Duration: 60–75 minutes
Format: Recorded session
Regulatory Updates (Annual)
An annual review of regulatory developments affecting digital estate planning, fiduciary access, and digital asset governance.
Audience: Practitioners maintaining current compliance, regulatory & legislative awareness
Duration: 60+ minutes
Format: Recorded Session
DEPI CLE programs may include a brief knowledge confirmation component where appropriate. Participants who complete program requirements will receive a certificate of completion documenting participation and program duration.
Participants are responsible for submitting completion documentation in accordance with applicable jurisdictional CLE requirements.
Digital Estate Planning Institute 