A New Era in Estate Planning for the Digital Age.

Three key findings follow, which sets the context of the disruption facing the estate industry: 1. 90 percent of estate practitioners predict client demand for advice about digital assets will increase. If clients are hesitant to use a password manager for personal use, the good old-fashioned way of password management still works. The following are examples of a few client personas: Basic users are clients who use email, but the use and purpose of the email must be explored. Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology, co-authored by the writers of this article and forthcoming by LexisNexis® in March 2022, proposes a client persona framework to navigate a client's digital universe. [Extracted from the article]