12:00 pm - 1:30 pm

Digital Estates & Crypto Assets: Enhancing Estate Planning for the Contemporary Client

Digital assets are now woven into nearly every client’s personal and financial life — often invisibly. Crypto holdings, online financial accounts, cloud-stored documents, subscription services, digital art, intellectual property, and even genetic data have routinely fallen outside traditional estate planning conversations.

When these assets are not properly identified or planned for, executors face platform refusals, access barriers, valuation challenges, and cross-border complications — often at moments of acute family stress.

Ensure you are prepared to bring clarity, structure, and foresight to digital estate planning, positioning you as a modern, solutions-oriented advisor.

Elevate your estate practice by improving your know-how to:

• Surface digital assets clients routinely overlook using a structured Digital Asset Intake Tool covering crypto, online accounts, IP, and platform-based property.
• Draft modern will and power-of-attorney clauses that work in practice — reducing ambiguity, executor friction, and access disputes.
• Guide executors through real-world digital obstacles, including authentication barriers, platform policies, and multi-jurisdictional hosting issues.
• Navigate privacy, security, and access constraints using approaches aligned with Canadian law and prevailing platform practices.
• Help clients create proactive digital access plans that reduce family conflict, delay, and unnecessary litigation.

Speakers

TBA

Moderator:

TBA