The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Estate planning needs to keep up pace with client demands. We’re no longer serving our clients and planning for just their traditional assets (bank accounts, home, retirement plans, etc.), we’re now looking at clients needing their digital assets taken care of within their estate planning too!
Digital assets are no longer an afterthought; they’re essential. From cryptocurrency and NFTs to online banking and social media accounts, your clients’ digital assets need protection.
Join Britt Shearin, Esq., Director of Legal Education at Lawyers With Purpose, for an exclusive live session. She’ll walk you through how digital assets can be included in estate planning and why you can’t afford to ignore them. Most estate plans fail to address this. If yours does too, you’re leaving clients exposed.
Estate planning laws haven’t kept up with digital assets. Without the right legal language and tools, you risk:
We want to protect our clients in the best way possible – we’re going to explore how you can do this with the use of our software STEPS™
Now is the time to equip yourself with the knowledge and tools to include digital assets in your estate planning drafting software.
Secure Your Spot Now
Reserve a spot today — spaces are limited, and this is a training you don’t want to miss.
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