Estate Planning Meets Digital Assets: Strategies for Success
Live Training
Estate Planning Meets Digital Assets: Strategies for Success
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.
Traditional Drafting Isn’t Enough
Estate planning laws haven’t kept up with digital assets. Without the right legal language and tools, you risk:
- Lost passwords and locked accounts
- Unclaimed digital wealth
- Families stuck in legal battles
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™
What you'll learn:
- Why digital assets can’t be ignored in modern estate planning
- Common pitfalls of ignoring digital estate planning (and how to avoid them)
- How LWP’s software simplifies digital asset integration in estate plans
- A firsthand look at LWP’s drafting system, including sample language
What to Expect:
- 30 minutes of expert legal education
- 15 minutes of hands-on software demonstration
- Live Q&A to get your burning questions answered
Speaker
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Brittney Shearin Esq.Head of Product Development & Legal-Technical Attorney | Lawyers with Purpose
