Trust Blocks For Advisors
Help your clients plan for their digital legacy — and grow your practice with Trust Blocks.
How Trust Blocks Helps Advisors Start Better Digital Legacy Conversations
Learn how advisors start digital legacy conversations with clients, close the planning gap, name a Transfer Contact, and recommend a secure tool clients trust.
Why Digital Estate Planning Is a Natural Add-On for Professional Advisors
Digital estate planning for advisors fits beside the finance, family, and aging talks you already lead. See how to add it and prepare clients securely.
How to Introduce Trust Blocks to Clients Without Sounding Salesy
Learn how to introduce Trust Blocks to clients without sounding salesy. Spot the five everyday moments clients open the door and offer a calm next step.
The Affiliate Opportunity in Digital Life Management
Explore the digital life management affiliate opportunity: the growing market need, the three needs it serves, and how to recommend Trust Blocks responsibly.
Conversation Starters for Advisors Discussing Digital Legacy
Use these digital legacy conversation starters to help clients plan passwords, online accounts, family access, documents, and incapacity with confidence.
Recent Articles
Stay informed with the latest insights, tips, and updates from our blog
Questions to Ask Your Attorney About Digital Assets
Plain-English questions to ask your attorney about digital assets, online accounts, cloud storage, crypto, and social media so your family can actually get in.
How to Protect Your Email Account From Being Taken Over
Learn how to protect your email account from takeover with strong passwords, two-factor authentication, and smart recovery settings in this plain-English guide.
How to Create a Secure Emergency Access Plan
Create a secure emergency access plan that lets a trusted Transfer Contact help in a crisis using only the access they need, while private accounts stay safe.
How to Inventory Your Online Accounts in One Afternoon
Learn how to inventory online accounts in one afternoon using your email, browser, statements, and app stores to build a clear, findable digital account list.
Conversation Starters for Advisors Discussing Digital Legacy
Use these digital legacy conversation starters to help clients plan passwords, online accounts, family access, documents, and incapacity with confidence.
What Advisors Should Know About Digital Assets in 2026
Help clients close the digital assets in 2026 gap. Learn why online account access is the real asset and how a Transfer Contact protects their family.
How Password Managers Are Becoming Part of Family Planning
See how password managers fit into family planning, from family plans and shared vaults to emergency access, master passwords, and naming a Transfer Contact.
How Trust Blocks Is Making Digital Estate Planning Easier
See how Trust Blocks simplifies digital estate planning, helping families organize accounts, devices, and a trusted Transfer Contact in one secure place.
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