Crypto Estate Planning,
Simplified.
Navigating the complexities of crypto in your estate? As digital assets redefine wealth, traditional estate planning falls short. We provide modern estate planning solutions your cryptocurrency. Join our waitlist today for priority access and exclusive launch discounts, and ensure your digital legacy is protected.
Are you a wealth manager or an estate attorney? Get started here.
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In the meantime, unlock peace of mind for your digital assets: subscribe to our newsletter for essential crypto estate planning tips.
The Next Frontier in Estate Planning: Partner with Us Today.
The surge in cryptocurrency adoption is undeniable. Over 52% of Americans have invested, according to Kraken.com, and this digital wealth is now a critical component of estate planning. Clients are actively seeking estate planners and wealth managers who understand crypto and can seamlessly integrate it into their strategies. This represents a significant growth opportunity for your practice.
Why Join Our Network of Estate Planning Professionals?
Join our network to connect with clients seeking estate planning expertise. Our process simplifies crypto management, making it accessible for you and your clients, unlocking benefits to grow your practice in this booming field.• Expand Your Client Base: Reach a targeted audience of clients specifically seeking professionals with crypto estate planning expertise, without the need for extensive marketing.
• Connect with Qualified Clients: We pre-qualify clients to ensure they are serious about their digital asset planning needs, allowing you to focus on delivering high-value services.
• Increase Revenue Potential: Access a greater volume of clients and cases, significantly boosting your revenue in the burgeoning crypto estate planning market.
Join our expert network to secure digital legacies.
If you're ready to position your practice at the forefront of modern estate planning, please provide your information, and we'll connect with you promptly to explore potential synergies.
Privacy Policy
Effective Date: Feb 22, 2025
TokenPlanning.com ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you visit our website, https://tokenplanning.com (the "Website"), or interact with our services.1. Information We Collect
We may collect the following types of information:
• Personally Identifiable Information (PII): This information can be used to identify you, such as your name, email address, phone number, occupation, states of licensure.2. How We Collect Information
We collect information through various means, including:
• Directly from You: When you contact us or provide information through other channels.3. How We Use Your Information
We use your information for various purposes, including:
• Providing and improving our services
• Communicating with you
• Personalizing your experience
• Complying with legal obligations.4. Sharing Your Information
We may share your information with:
• Affiliated companies: For purposes related to property listings, transactions, and services.
• Service providers: Who assist us in operating our business and providing services to you.
• Business partners: To facilitate property searches and transactions.
• Legal authorities: When required by law or to protect our rights.
Important Note Regarding Mobile Information:
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.5. Data Security
We implement reasonable security measures to protect your personal information from unauthorized access, disclosure,alteration, and destruction. However, no method of transmission or storage is completely secure.6. Your Choices
You have certain rights regarding your personal information, including the right to access, modify, and delete your information. You can exercise these rights by contacting us using the information provided below.7. Children's Privacy
Our website is not intended for children under the age of 13. We do not knowingly collect personal information from children.8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on our website.9. Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us at:
TokenPlanning.com
809 Cuesta Dr, Suite B #1002
Mountain View, CA 94040
United States
[email protected]