You see the returns, the holdings, the property, the business and the accounts. That makes you uniquely placed to spot the succession gap, and to close it. The balance sheet you prepare each year is already most of a succession registry; BlockWill turns it into a structured repository, capable of updates and releases as your client wants.
The Opportunity
When clients report capital gains, rental income, business profits or crypto disposals, you help them get it right. But have you asked what happens to those assets if they're not around to report next year, or whether their family even knows the assets exist?
Succession planning is a natural extension of the advisory relationship you've already built. It deepens trust, generates additional engagement, and positions your practice as genuinely comprehensive.
How BlockWill Works for Your Practice
Tax season conversations reveal digital assets. BlockWill provides the framework to address succession during these touchpoints.
Become more valuable than a once-a-year tax preparer. Digital estate planning creates year-round engagement opportunities.
Work alongside estate attorneys and wealth managers through BlockWill's secure collaboration portal.
Maintain comprehensive records of client asset structures and succession planning, valuable for estate settlements and ongoing advisory.
Transform from tax preparer to trusted advisor. Digital estate planning creates ongoing value that keeps clients coming back, not just in April.
$2 trillion in unclaimed wealth has already been lost to poor planning. $124 trillion more will transfer across the globe in the coming years.
The question isn't whether your clients need succession planning, it's whether you'll be the one who provides it.
No commitment required • Implementation support included
See exactly how BlockWill protects legacies.
© 2026 BlockWill Analytical Technologies Limited.
All rights reserved.
BlockWill Analytical Technologies Limited
Level 2, Innovation One, DIFC, Dubai, UAE
