Digital Planning Podcast

Jennifer Zegel, Ross Bruch, and Justin Brown
  • 5.0 (17)
  • BUSINESS

Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide you through the digital world with the intent to keep you informed of developments and updates in this ever-changing space. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.

  1. Death and Digital Estate Community Group

    12/19/2025

    Death and Digital Estate Community Group

    On this episode of the Digital Planning Podcast, Justin, Jen, and Ross are joined by Dean Saxe, co-chair of the Open ID Foundation's Death and the Digital Estate Community Group (DADE CG).  The discussion centers around the DADE CG's work and the whitepaper, The Unfinished Digital Estate: Culture, Law and Technology After Death.  The whitepaper explores the intersection of law, technology, and culture when planning for an individual's digital data and digital assets at incapacity or death.

    34 min
  2. Trust & Will

    10/22/2025

    Trust & Will

    In this episode of the Digital Planning Podcast, Jen, Justin, and Ross sit down again with Cody Barbo, CEO of Trust & Will, to discuss how technology is transforming the way families approach estate planning. From simplifying wills and trusts to making planning more accessible, Trust & Will is modernizing a process that's long overdue for innovation. Tune in as we explore how digital tools, evolving laws, and shifting planning dynamics are shaping the future of estate planning.

    48 min
  3. Luminary

    07/30/2025

    Luminary

    In this episode, Ross, Jen, and Justin sit down with David Barnard, founder and CEO of Luminary—an AI-powered estate planning platform redefining how advisors scale and deliver wealth transfer strategies. David shares his journey from leading private wealth at AllianceBernstein to launching Luminary, explores how AI is reshaping trust and estate workflows, and explains why collaboration—not disruption—is the future of estate tech. Tune in for insights on document intelligence, data architecture, privacy considerations, and the evolving landscape of estate planning in the age of AI.

    43 min
  4. Modernizing Client Intake in Estate Planning

    06/18/2025

    Modernizing Client Intake in Estate Planning

    In this episode, we welcome Wouter IJgosse, the founder and CEO of DecisionVault — the client data intake platform that's transforming how estate planning attorneys gather and organize information. We dive into the origin story of DecisionVault, how it's streamlining workflows for law firms, and what the future of estate tech looks like.

    30 min
  5. Privacy and Estate Planning

    05/21/2025

    Privacy and Estate Planning

    In this episode, we welcome Gregory Szewczyk, a partner at Ballard Spahr, LLP to discuss the critical but often overlooked aspect of estate planning – privacy.  Join us as we unpack the complexities of privacy law and apply them to estate planning and how we can safeguard ourselves, our clients, and our families.

    36 min
  6. Planning for Your Digital Legacy

    12/18/2024

    Planning for Your Digital Legacy

    In this episode of the Digital Planning Podcast, Jen, Justin, and Ross sit down with special guest, Richard Zack, CEO and Co-Founder of Eternal Me, to dive into the essential, yet often overlooked, topic of digital asset management.  From social media accounts to crypto and cloud-stored memories, we explore the legalities of accessing, transferring, and managing your digital assets after death, what happens if no preplanning has occurred, how your digital legacy can be protected, and why planning in this area is so important.

    40 min
  7. Estate Planning and the Corporate Transparency Act

    07/31/2024

    Estate Planning and the Corporate Transparency Act

    On this episode of the Digital Planning Podcast, Jen Zegel, Justin Brown, and Ross Bruch dive into the intricacies of the Corporate Transparency Act (CTA) with special guest, corporate and finance attorney, Ashleigh Taylor, of Kleinbard LLC. The conversation breaks down the key aspects of this groundbreaking legislation, designed to enhance corporate transparency and combat illicit activities like money laundering and fraud. Tune in to find out what advisors need to know in connection with planning and the CTA.

    50 min
  8. Planning for Influencers

    03/27/2024

    Planning for Influencers

    Join Justin Brown, Jen Zegel, and Ross Bruch as they delve into the digital world of influencer planning on the latest episode of the Digital Planning Podcast, featuring the esteemed Laura Giles of Ballard Spahr. Tune in to gain valuable insights and learn more about estate and business planning for influencers. #digitalplanning #influencers

    32 min
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5
out of 5
17 Ratings

About

Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide you through the digital world with the intent to keep you informed of developments and updates in this ever-changing space. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.

Information

  • Creator
    Jennifer Zegel, Ross Bruch, and Justin Brown
  • Years Active
    2019 - 2025
  • Episodes
    72
  • Rating
    Clean
  • Show Website
    Digital Planning Podcast