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The financial advisory sector is adapting to a fundamental shift in how wealth is defined and managed. While professionals are skilled at handling traditional securities and physical property, a client’s growing digital footprint presents a new and complex variable in estate planning. This portfolio of digital assets, which includes everything from online financial accounts to cryptocurrency, introduces new vulnerabilities. A disciplined approach that balances client service with rigorous risk management is necessary to address this evolution and ensure the protection of a client’s entire legacy.