Lead the way, with
Digital Estate Planning

The Digital Estate Institute equips estate professionals with the knowledge, frameworks, and credentials required for today’s digital world. Prepare for the realities of digital assets, online accounts, and post-mortem access through standards-based education and professional certification.

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Why Digital Estate Planning matters

Digital assets are now a permanent part of modern estates. Without proper planning, clients and fiduciaries face access failures, security risks, and administrative delays – which can cause real financial loss. The Institute focuses on practical, defensible approaches to identifying, documenting, and administering digital assets.

Standards

Clear, evolving standards for digital estate planning that reflect real-world technology, security practices, and fiduciary realities.

Education

Structured learning designed for estate professionals, covering digital assets, cryptocurrency, access controls, and administration workflow.

Credentialing

The Digital Estate Planner (DEP™) certification signals demonstrated competency in digital estate planning and ongoing commitment to professional standards.

About the Institute

The Digital Estate Institute is a professional standards, education and credentialiing organization dedicated to advancing secure, modern digital estate planning.

The Institute brings together experts across legal, technical, and digital asset spaces to establish practical guidance and credentialing programs for estate professionals navigating increasingly complex digital environments.

Our work emphasizes real-world knowledge, clarity, and defensible processes that support attorneys, fiduciaries, and the clients they serve.

Get certified in Digital Estate Planning

Develop the skills and credentials needed to address digital assets

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INVEST IN YOUR Professional
membership and CREDENTIALING

A structured pathway for estate professionals at every stage.

Digital Estate Planner (DEP™) Certification

The Digital Estate Planner (DEP™) is a professional certification awarded by the Digital Estate Institute to qualified individuals who meet the service standards for digital estate planning.

$199 initial application and
annual re-certification fee

  • Competency-based certification based on digital assets and online accounts
  • Standards-driven review process, and comprehensive online examinations
  • Full access our Digital Asset content
  • Designed for estate professionals navigating modern digital estates. Authorized individuals may use the DEP™ designation as per our guidelines.
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TESTIMONIALS

  • “Digital assets have outpaced traditional estate planning education. Programs like DEP™ are welcomed, and long overdue.”
    Estate Planning Attorney
    Boston, MA
  • “Clients increasingly expect guidance on digital assets. Formal standards and training are essential — DEP™ leads the market.“
    Estate Planning Lawyer
    Los Angeles, CA

Prepare for the future of estate planning

Digital assets are no longer optional considerations. Equip yourself with the knowledge, standards, and practical tools needed to serve modern clients confidently.

Explore the Digital Estate Planner (DEP™) program

Common Questions

The Digital Estate Planner (DEP™) is a professional certification awarded by The Digital Estate Institute to individuals who demonstrate competency in modern digital estate planning. It focuses on the identification, documentation, and administration of digital assets and online accounts, as well as related security considerations.

DEP™ is designed for estate professionals who work with clients on estate planning and administration matters and who want to develop and demonstrate expertise in digital assets and online accounts. The program is intended for professionals seeking structured education, standards, and credentialing in this area.

No. DEP™ is intended to complement existing estate planning credentials, not replace them. It addresses a specific and rapidly evolving area of practice: digital assets, online accounts, and post-mortem digital administration.

DEP™ is awarded through a standards-based application and review process that may include education, experience, and examination requirements. Credential holders are expected to maintain their status through ongoing compliance with Institute standards and continuing requirements.

Prepare for modern digital estates

Build the knowledge and credentials needed to address digital assets with clarity, security, and professionalism.

Explore the Digital Estate Planner (DEP™) program