The Digital Side of Legacy: Estate Planning in the 21st Century with Krista Robertson

In this episode of The Success Partner Podcast, host Daya Naef speaks with Krista Robertson, an estate and trust attorney with Chisholm Law Group in Bethesda, Maryland. Together, they delve into the often-overlooked challenges of estate planning in the digital age, including the growing need to account for digital assets like crypto wallets and online businesses. Krista shares her insights from both the planning and administration sides of estate law, highlighting how families can avoid the heartbreak of lost assets through smart, secure documentation practices. What You’ll Learn: Why digital asset planning is crucial in modern estate management How attorneys can help secure and store legal documents long-term Challenges when clients are secretive about their assets What happens when documents can't be found or tracked Best practices for safeguarding wills and estate papers Succession planning for estate planning professionals Guest Contact Info – Krista Robertson 📧 Email: [email protected] 📞 Phone: 301-986-2200 💼 LinkedIn: https://www.linkedin.com/in/kristarobertson/ Host Contact Info – Daya Naef, The Success Partner 🌐 Website: thesuccesspartner.com 📧 Email: [email protected] 💼 LinkedIn: https://www.linkedin.com/in/dayanaef/