Estate Planning for the Next Generation: Tech-Forward Strategies and the New Asset Class

Kathy Wunderli, Head of Private Wealth at Wealth.com, and special guest Tyrone Ross, CEO of 401 Financial, explore how to modernize estate planning for a more digital, diverse, and values-driven client base. From digitizing the estate planning experience to tackling the unique challenges of crypto and digital asset ownership, this session will offer a fresh perspective on where estate planning is headed and how technology, education, and personalization can bridge critical gaps.

You’ll Learn:

• How to approach estate planning for clients with digital assets
• What modern estate planning looks like across generations
• Ways to increase transparency and engagement with tech-enabled solutions
• Legal considerations for structuring and safeguarding new asset types
• How Wealth.com can future-proof estate plans

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