In 2026, ultra-high-net-worth clients demand more than static documents — they seek real-time legacy experiences that preserve values, memories, and wellness journeys. Yet many estate plans overlook emotional, spiritual, and holistic dimensions, risking incomplete client intent or future disputes.This one-hour CLE explores how attorneys can ethically incorporate client-facing experiential tools into practice. Participants will examine:

• Legal frameworks for capturing non-traditional legacy elements (digital assets, multimedia heirlooms, pet/equine succession).

• Strategies to bridge probate gaps while honoring client wellness preferences.

• Ethical considerations in recommending technology platforms.

• Case examples of real-time legacy capture enhancing client satisfaction and practice differentiation.

Attorneys will leave with practical tools to elevate their services in a competitive HNW market — without crossing UPL boundaries

.Learning Objectives (for accreditation):

• Understand emerging legal issues in real-time digital legacy and experiential planning.

• Identify ethical boundaries when integrating client-facing wellness/legacy tech.

• Learn strategies to incorporate multimedia/values capture into client intake and planning.

• Analyze how experiential tools reduce future disputes and enhance client relationships.

• Explore future trends in holistic estate planning for HNW/UHNW clients.

Detailed Course Outline (60 minutes)0:00–0:05 – Introduction & Learning Objectives

• Welcome and credentials (JD + ND expertise).

• Overview: Why legacy is shifting from "documents" to "living experiences" (2026 client trends: HNW demand for emotional/spiritual preservation).

• Disclaimer: "This course discusses technology tools but does not constitute legal advice or endorsement. All legal work remains with licensed attorneys."

• 0:05–0:15 – The Changing Landscape of Legacy Planning (Substantive Legal)

• 2026 exemption sunset impact on HNW/UHNW clients.

• Persistent probate gaps (successive deaths, frozen digital assets, pet/equine succession).

• Limitations of traditional documents in capturing values, wellness preferences, and real-time memories.

• Legal recognition of digital/multimedia assets (RUFADAA, revised UTC provisions).

0:15–0:30 – Integrating Experiential & Wellness Tools (Core Content)

• Real-time legacy capture: Video messages, ethical will journaling, QR heir portals, wellness assessments.

• How these enhance client intent (e.g., pet care instructions with holistic preferences, equine retirement funding tied to wellness logs).

• Strategies for attorneys: Use client-generated content as intake → import summaries into drafting.

• Case study: HNW client uses app to record family wellness rituals → attorney incorporates into trust provisions.

0:30–0:40 – Ethical & Practical Considerations

• Ethics: Client consent for data sharing, avoiding UPL (app is non-legal tool), duty of competence in tech (Rule 1.1).

• Best practices: Attorney review gate, disclaimers, role-based access.

• Risk management: Privacy (HIPAA-inspired), chain-of-custody for digital memories.

0:40–0:55 – Future-Proofing Practice with Holistic Tools

• Trends: Wellness real estate, regenerative legacy, pet-inclusive planning.

• How experiential tools differentiate practices and increase client retention.

0.55-0.60 Q&A/Conclusion

Course Description