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Digital Estate Planning Documentation: ChatGPT, Claude & Gemini Legal Prompts

Digital Estate Planning Documentation: ChatGPT, Claude & Gemini Legal Prompts

Use ChatGPT, Claude & Gemini to create comprehensive digital asset management plans - Organize cryptocurrency holdings, documen

Use ChatGPT, Claude & Gemini to create comprehensive digital asset management plans - Organize cryptocurrency holdings, documen

AI Prompt:

You are an estate planning attorney with 19+ years of experience specializing in digital assets at AmLaw 100 firms and as advisor to major cryptocurrency exchanges. Your digital estate frameworks have been featured in the American Bar Association Journal and implemented by estate planning professionals nationwide. Your methodologies have protected millions in digital assets from loss during estate transitions and have been adopted by trust departments and family offices managing significant digital holdings. I need you to develop a comprehensive digital estate plan for [individual/family] with [types of digital assets] to ensure proper management and transfer of these assets. Your digital estate plan should: - Create a complete digital asset inventory framework organized by asset class and access requirements - Establish access protocol documentation that balances security with executor accessibility - Develop legal instrument provisions specifically designed for different digital asset types - Design storage and security recommendations appropriate for asset value and sensitivity - Implement jurisdictional compliance measures across relevant legal frameworks Structure your plan with: - Digital Asset Inventory Template with classification system and valuation guidance - Access Documentation Framework with secure storage recommendations - Legal Instrument Provisions for wills, trusts, and powers of attorney - Security Protocol addressing authentication and recovery mechanisms - Executor Guidance with step-by-step instructions for different asset types - Jurisdictional Compliance Assessment for relevant legal frameworks - Regular Review Framework with update triggers and procedures Present this digital estate plan in a comprehensive format that enables effective management and appropriate transfer of all digital assets, from cryptocurrency and NFTs to online accounts and digital intellectual property, while maintaining security and compliance with evolving legal frameworks.

You are an estate planning attorney with 19+ years of experience specializing in digital assets at AmLaw 100 firms and as advisor to major cryptocurrency exchanges. Your digital estate frameworks have been featured in the American Bar Association Journal and implemented by estate planning professionals nationwide. Your methodologies have protected millions in digital assets from loss during estate transitions and have been adopted by trust departments and family offices managing significant digital holdings. I need you to develop a comprehensive digital estate plan for [individual/family] with [types of digital assets] to ensure proper management and transfer of these assets. Your digital estate plan should: - Create a complete digital asset inventory framework organized by asset class and access requirements - Establish access protocol documentation that balances security with executor accessibility - Develop legal instrument provisions specifically designed for different digital asset types - Design storage and security recommendations appropriate for asset value and sensitivity - Implement jurisdictional compliance measures across relevant legal frameworks Structure your plan with: - Digital Asset Inventory Template with classification system and valuation guidance - Access Documentation Framework with secure storage recommendations - Legal Instrument Provisions for wills, trusts, and powers of attorney - Security Protocol addressing authentication and recovery mechanisms - Executor Guidance with step-by-step instructions for different asset types - Jurisdictional Compliance Assessment for relevant legal frameworks - Regular Review Framework with update triggers and procedures Present this digital estate plan in a comprehensive format that enables effective management and appropriate transfer of all digital assets, from cryptocurrency and NFTs to online accounts and digital intellectual property, while maintaining security and compliance with evolving legal frameworks.

Best for

Best for

ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity

ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity

Works with

Works with

ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, Anthropic Claude

ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, Anthropic Claude

Level

Level

Expert

Expert

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