For Wealth Managers

Your Clients Have Built a Whole Estate. Do You Have a Plan for All of It?

Most plans cover the portfolio you manage, not the property, the business, the insurance, the held-away accounts or the digital assets. When the inevitable happens, families inherit a puzzle. You can change that story, and become the advisor who helps with everything, even the assets you are not managing today.

The Problem You Solve

The Inheritance Crisis Hiding in Plain Sight

Right now, wealth is scattered across institutions, jurisdictions and formats, and families routinely lose track of it. More than $200 billion in financial assets sits unclaimed with governments worldwide because heirs never knew it existed: bank accounts, stocks, mutual funds, insurance policies, retirement plans, even real estate.

Traditional estate planning was not built for this. Wills become public record in probate, imagine publishing account numbers or private key instructions for anyone to read, and safe-deposit boxes need court orders that take months.

Your clients trust you with their financial future. Now you can help them protect the parts traditional planning cannot reach.

$200 Billion+
In financial assets sits unclaimed worldwide because heirs never knew it existed
70%+
Heirs who change advisors after inheritance
$124 Trillion
In wealth changing hands through 2045, the largest transfer in history

What BlockWill Delivers

Transform Your Practice

New Revenue, Deeper Relationships

Whole-estate documentation creates natural, billable engagements and positions you as the advisor who truly understands modern wealth, helping your clients trust you with more of it than they do today.

Retain the Next Generation

Roughly 70% of heirs change advisors after an inheritance, because they never built a relationship with their parents' advisor. Documenting the whole estate creates meaningful touchpoints with the next generation before the transition, not after.

Ironclad Documentation

Every decision and instruction is timestamped and cryptographically secured in DigiWish, with a Certificate of Immutability: electronic proof of intent that cannot be altered or disputed.

Add a Technology Layer to Your Practice

Differentiate in a competitive wealth market by delivering your services on technology that respects data privacy by design and protects data sovereignty by default.

Your Clients Are Waiting

The advisor who protects the whole estate retains the next generation. The one who does not watches them walk away. $124 trillion will change hands through 2045, the question is not whether your clients need this, it's whether you'll be the one who provides it.

The Legacy Revolution Starts Here

$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.

GDPR compliance
GDPR Aligned
HIPAA compliance
HIPAA Compliant

BlockWill Analytical Technologies Limited

Level 2, Innovation One, DIFC, Dubai, UAE