The Professional Standard for Digital Asset Schedules
Evoke Legal provides a secure, integrated workflow to generate the dynamic Digital Asset Schedule & Executor Guidance your firm needs to reduce liability and professionally manage client crypto holdings for modern estate planning.
%
m
Ad-hoc processes for digital assets create unacceptable risk.
Your clients' wealth is increasingly held in assets like Bitcoin. The traditional methods of data collection are not fit for purpose, exposing your firm to a new class of professional and operational risks.
Risk of Error & Liability
An incorrectly transcribed wallet address or a misplaced seed phrase can lead to the permanent loss of millions in client assets, exposing your firm to professional negligence claims.
Wasted Associate Time
Your team are not always digital asset experts. They waste valuable billable hours trying to understand and correctly document complex digital asset information from clients.
Inconsistent Records
Without a standardised process, the quality and format of the data you receive is inconsistent from client to client, creating confusion and a messy audit trail for estate execution.
Consistency, Security, and Peace of Mind
Our platform is a secure workflow tool designed to integrate seamlessly into your firm's existing client intake and estate planning process. We provide the standard for a non-standard asset.
Standardise Client Data Intake
From your private Advisor Portal, securely invite clients to document their holdings through a simple, guided process. This ensures you receive clean, consistent, and accurate data, every time.
Digital Asset Schedule & Executor Guidance
Once a client completes the process, you receive a professional, standardised report detailing their digital asset structure. This provides a clear, auditable document suitable for your files and for the execution of the estate.
Insulation from Custodial Risk
Our non-custodial framework insulates your firm from risk. Unlike holding a client's seed phrase on file which can be perceived as taking custody, your firm never takes possession of materials that grant unilateral control.
Stay up to date
Receive real-time updates on changes your clients make to their wallet setups.
Designed for the Demands of UK advisors
Bank-Grade Security & Encryption
All data is encrypted at rest and in transit, using industry-leading security protocols to ensure client information is protected.
UK-Based & GDPR Compliant
As a UK company, we are fully compliant with GDPR and UK data protection laws, giving you and your clients complete peace of mind.
A Simple, Guided Client Experience
The client-facing interface is designed to be intuitive and simple, reducing the support burden on your associates and ensuring high completion rates.
Digital Asset Schedule & Executor Guidance
The living report is designed for action, providing a clean data export that can be easily referenced and integrated into your estate plan.
