Digital Planning Podcast

Digital Planning Podcast


Latest Episodes

The Uniform Electronic Estate Planning Documents Act
November 16, 2022

In this episode of the Digital Planning Podcast, Jen Zegel, Ross Bruch, and Justin Brown welcome Suzanne Brown Walsh and Professor Gerry Beyer to discuss the newly drafted Uniform Electronic Estate Pl

What is The Metaverse?
September 21, 2022

In this episode of the Digital Planning Podcast, Jen, Ross, and Justin have a roundtable discussion about the metaverse and estate planning considerations and issues for planning in a virtual world.

QuadrigaCX and the Estate of Gerald Cotten
March 06, 2022

In this episode of Digital Planning Podcast, hosts Jennifer Zegel, Ross Bruch, and Justin Brown welcomed Sheona McDonald, an accomplished filmmaker, who discussed her recently released documentary Dea

Corporate Fiduciaries Holding Cryptocurrency
February 15, 2022

In our first episode of 2022, Jen, Ross, and Justin speak with Joel Revill, CEO of Two Ocean Trust in Jackson Hole, WY. Two Ocean Trust is the first financial institution in the U.S. to offer a compre

What You Need to Know About NFTs
December 21, 2021

What are NFTs (non-fungible tokens)? What is all the media hype? What do you need to know about NFTs from an estate planning perspective? In this episode of the Digital Planning Podcast, Jen, Ross, an

Certifying Digital Court Records
November 24, 2021

For hundreds of years, raised seals have authenticated official government documents of all varieties. But what is the electronic equivalent? How can government bodies certify an official document in

Interview with Ayesha Minhaj, Google
October 14, 2021

Accessing and transferring data and personal information in a deceased user’s online account can raise a number of legal and practical issues for family members. Google has emerged as a leader in the

Interview with Cody Barbo
July 19, 2021

In this episode, Jen, Ross, and Justin interview Trust & Will Founder/CEO Cody Barbo on Trust & Will’s solution to estate planning, along with the future of electronic wills. For comments, questions,

Interview with Lisa Grayson
May 27, 2021

The pandemic has changed life in so many ways, including forever changing the probate process. In this episode, Jen, Ross, and Justin welcome Register of Wills of Cumberland County, Pennsylvania Lisa

Digital Identity Discussion
April 12, 2021

In this episode, Jen, Ross, and Justin speak with Ed Zabar, founder and CEO of Verify-y, to discuss digital identity and his solution to identity and credential verification. For comments, questions,