A Trusted Partner in Protecting Your Clients’ Complete Legacy.
We partner with Estate Planners, Wealth Managers, and CPAs to address the complex challenge of digital asset succession, reducing fiduciary risk and enhancing your client service.
Why Partner With Us?
We provide the specialized technical expertise that modern estate plans require, allowing you to focus on your core legal and financial advisory work.
Reduce Fiduciary Risk
Our rigorous discovery process ensures all digital assets are identified, preventing overlooked assets from becoming a source of liability for the estate.
Enhance Client Service
Provide your clients with a forward-thinking, comprehensive service that addresses their entire legacy and sets your practice apart from the competition.
Streamline Your Process
We do the technical heavy lifting, providing you with a clear, actionable ‘Master Plan’ that integrates seamlessly with your legal and financial documents.
How We Partner With You
Referral & Consultation
You identify a client who would benefit from our service and make a warm introduction. We then conduct an initial consultation to confirm the fit.
Planning Process
We execute our comprehensive, five-phase process, keeping you informed at key milestones. We handle all client-facing technical work.
Final Review & Handoff
We present the draft ‘Master Plan’ to you and the client for a final review, ensuring it aligns perfectly with your legal and financial strategies.
Become a Referral Partner
Let’s connect. Schedule a brief, 15-minute virtual coffee to discuss how we can work together to provide your clients with the most comprehensive and secure estate planning available.