Estate Planning for Millennials & Gen Z’ers in Colorado, Florida, Ohio, & Pennsylvania
Asset protection and inheritance strategies for the next generation of digitally-affluent families.
Become Futureproof
You're building your future on new foundations. Your assets aren't just a house and a bank account—they're Bitcoin, a thriving online business, viral social media accounts, and thousands of irreplaceable digital memories.
The world has changed. Your estate plan must change with it.
We understand that your digital footprint is part of your new legacy. We can help you build a modern, digitally-native estate plan that adequately protects you and your family long into the future.
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Baby Boomers currently hold more half of the nation’s total wealth. Over the next two decades, however, younger generations - including Millennials and Gen Z - are set to inherit more than $70 trillion in assets as part of the largest inter-generational transfer of wealth in human history. We can help you and your family develop a plan to transfer and protect these assets.
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Traditional estate planning documents were designed for a world of fiat wealth and physical assets. But what about your stake in valuable tokens like Bitcoin? Our team can help to ensure your digital wallets and private keys remain accessible to your loved ones so your digital wealth can be cherished forever.
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For generations who grew up at the dawn of the internet in traditional neighborhood settings away from screens, there is a general sense of uncertainty about the future that is baked into our identities. This uncertainty is due in no small part to things like rising healthcare costs, declining life expectancy rates, sandwich generation problems, growing divorce rates, and other daily emergencies. Our estate planning techniques can help to mitigate your overall legal risk and restore peace of mind.
Unique, Flat-Fee Solutions:
Digital Foundation Plan
(Will-Based Estate Package)
Craft your succession plan, designate key decision-makers, nominate guardians, and protect your legacy.
Last Will & Testament
Healthcare Proxy / Medical Directive
Durable Power of Attorney
Living Will / End of Life Directive
HIPPA Release of Medical Information
Gifts of Personal Property Memorandum
Digital Asset Provisions
Trust ID Wallet Cards
Emergency Guide
Attorney-Supervised Signing Ceremony
Electronic Copies of Signed Documents
Physical Estate Planning Binder
Annual Protection Plan Options
Futureproof Trust Plan
(Revocable Living Trust-Based Estate Package)
Avoid probate, preserve your assets, protect your privacy, and design your family inheritance strategy.
Pour-Over Will
Revocable Living Trust
Trust Self-Funding Guide
Successor Trustee Consultation
Healthcare Proxy / Medical Directive
Durable Power of Attorney
Living Will / End of Life Directive
HIPPA Release of Medical Information
Gifts of Personal Property Memorandum
Digital Asset Provisions
Digital Asset Consultation
Trust ID Wallet Cards
Emergency Guide
Attorney-Supervised Signing Ceremony
Electronic Copies of Signed Documents
Physical Estate Planning Binder
Annual Protection Plan Options
NextGen Legacy Plan
(High Net Worth Package + Tax Planning Options)
Mitigate taxes, protect assets from creditors, and plan for multi-generational wealth transfers.
Pour-Over Will
Specialty Trust Options
Attorney-Led Trust Funding
Estate and Gift Tax Planning for HNW
Healthcare Proxy / Medical Directive
Durable Power of Attorney
Living Will / End of Life Directive
HIPPA Release of Medical Information
Gifts of Personal Property Memorandum
Digital Asset Provisions
Digital Asset Consultation with Multi-Sig Referral Options
Trust ID Wallet Cards
Emergency Guide
Attorney-Supervised Signing Ceremony
Electronic Copies of Signed Documents
Physical Estate Planning Binder
Annual Protection Plan Options
Legacy Planning, Reimagined:
We provide creative and compassionate estate planning services to help an underserved generation of worried clients:
Plan for major milestones such as adopting pets, marriage, buying a home, and raising children
Acquire, store, and transfer new types of digital assets, like Bitcoin, in a secure manner
Navigate the sandwich generation phase of life, caring for aging parents while raising young children
Prepare for the great inter-generational wealth transfer from Baby Boomers to Millennials and Gen Z’ers
Manage the contingencies of incapacity, divorce, mixed families, emergency preparedness, and more
Seize better control of their lives, obtain peace of mind, and become futureproof
Ready to Secure Your Future?
Futureproof Your Life and Legacy Today With Our Simple 4-Step Process!
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The first step is to schedule your Futureproof Planning Session, a 60-minute attorney consult via Microsoft Teams where we will discuss your goals and legacy ideas, educate you on the estate planning process (and digital assets, if you’re interested), outline our services and fees, and answer any questions you may have. To help make this session as productive as possible, a secure online planning questionnaire will be sent to you in advance of this meeting. Should you choose to move forward, an engagement letter and an initial invoice will be emailed to you, both of which can be processed electronically.
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Most clients do not know what type of estate plan is best suited for their needs. Using the information you provided to us during the Futureproof Planning Session and via the secure online planning questionnaire, we will work with you to design a plan that meets your goals based on one of our core packages. Designing the plan will often require a separate 30-60 minute meeting via Teams, where we will discuss your concerns at length, ensure we have a sound understanding of your family structure and assets, and have backup plans in place for possible contingency scenarios.
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Using our knowledge and experience gained from drafting estate plans focused on digitally-native families, we will spend time preparing your estate plan, conducting an intensive legal review, circulating initial drafts, and working with you to incorporate any requested updates or modifications. We will also review your plan in detail with you to ensure all of your questions are answered. Final drafts of your plan will ultimately be circulated to you and approved by you in advance of the Futureproof Signing Ceremony.
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The final step is to attend the Futureproof Signing Ceremony, where you will execute your documents in front of witnesses and a notary to ensure they are properly executed under state law. This usually occurs 4-6 weeks after the Futureproof Planning Session. We can have this session at our office or your home. Following execution of the documents, we are available for free, unlimited lifetime consultations regarding your existing estate plan. Note that Futureproof Legacy Plans may require some time post-signing to complete funding.
You Earned It, Now Protect It…
Family
Personal Property
Real Property
Business Interests
Bitcoin and Tokenized Assets
Intangibles and Other Valuables
Meet Attorney Jake Bruner
Hi, I’m Jake! I am a JD/MBA, former BigLaw associate, and current LLM candidate at the Heckerling Institute on Estate Planning at the University of Miami School of Law. I am a Blockchain Council-certified digital asset enthusiast, expectant dad and husband, and long-time Colorado and Ohio resident employed by the law firm Brennan, Manna & Diamond, LLC (“BMD”). Like many others, I discovered Bitcoin in 2020 when the world shut down, and I have been obsessed with it ever since. I use my unique, mixed-practice legal background to help sovereign individuals and families plan for life in an uncertain and rapidly-changing world. I believe the estate planning process needs a radical transformation to meet the needs of a modern life built on digital rails and I am proud to serve the next generation of clients on the brink of the largest transfer of wealth in human history.
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