Digital Planning Podcast

Hosted by Jennifer Zegel, Ross Bruch, and Justin Brown

BusinessExplicit

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Episodes

Latest episode

Feb 2026

Language

EN-US

About the show

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.

Listen to episodes

58 recent

February 25, 2026Episode 648 min

Planning for Authors

In this episode of the Digital Planning Podcast, Jen, Justin, and Ross sit down with author, martial artist, and physician, Dr. Harry Zegel, creator of the spy‑thriller Shadow Revelations and co‑founder of Shadow Suspense Press. Together, they dive into a wide‑ranging and thought‑provoking conversation about planning for authors, navigating copyrights, and protecting creative legacies. From intellectual property ownership and publishing‑company structures to real‑world use cases of AI and the evolving relationship between AI and medicine, this episode delivers practical insights for writers, creatives, and planners alike. It's a rich discussion filled with actionable advice and forward‑looking perspectives.

December 19, 2025Episode 533 min

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.

October 22, 2025Episode 447 min

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.

July 30, 2025Episode 343 min

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.

June 18, 2025Episode 229 min

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.

May 21, 2025Episode 135 min

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.

December 18, 2024Episode 440 min

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.

July 31, 2024Episode 350 min

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.

March 27, 2024Episode 232 min

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

January 31, 2024Episode 143 min

AI Developments - Planning & Practice Considerations

In this episode of the Digital Planning podcast, Jennifer Zegel, Justin Brown, and Ross Bruch discuss developments and policy considerations with the use of AI in the practice of law. The trio also examines estate planning nuances and post-mortem privacy concerns, addressing the emergence of ghost bots and personal generative AI avatars.