In this episode, Richard Zach, CEO of Eternal Me, joins Jason on the podcast to discuss a growing challenge many estate planning attorneys are overlooking: digital assets and digital legacy planning.

He shares how technology is changing the way families organize, protect, and pass on important information, while also exploring how modern intake systems can create a better client experience.

Richard explains why digital planning is becoming an essential part of a complete estate plan and how attorneys can use these tools to strengthen client relationships, improve efficiency, and uncover new opportunities for firm growth.

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👉 Learn More about Eternal Me: www.eternal.me

📬 Reach out to Richard: richard@eternal.met

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