Speaking
I speak with professional audiences about how digital assets, access dependency, and technology have quietly reshaped inheritance — and why traditional estate planning frameworks are no longer sufficient on their own.
My work focuses on clarifying where continuity breaks, how families and executors are impacted, and what professionals need to understand before these issues surface as client failures.
Core Topics
Professional education and conference talks on digital inheritance, access risk, and estate continuity.
Digital Inheritance & Access Risk
Why access—not ownership—is now the primary failure point in modern estates, and how digital assets expose gaps traditional planning never anticipated.
When Continuity Fails: Executors, Families, and Hidden Friction
What actually happens when executors cannot access accounts, devices, or instructions — and how these failures cascade into family conflict, delays, and liability.
Modern Estate Risk in a Digital-First World
How digital platforms, cloud services, and identity systems have changed the risk profile of estates — often without advisors realizing it.
Bridging Legal Intent and Technical Reality
Why well-drafted documents still fail in practice, and how professionals can better align legal intent with real-world digital execution.
Intended Audiences
- Estate planners and estate attorneys
- Wealth managers and private advisors
- Trustees and fiduciaries
- Family offices
- Professional associations and conferences
- Technology and future-of-finance audiences (select engagements)
Session Formats
- Conference keynotes
- Professional education sessions (CLE / CPE-style)
- Panels and moderated discussions
- Private firm or association briefings
Sessions are tailored to audience experience level and regulatory context.
Professional Background
I am the founder of the Digital Estate Planning Institute and DigitalLIFEBox, where my work focuses on education, standards, and practical infrastructure for digital estate continuity.
My role in speaking engagements is not to promote products or certifications, but to clarify emerging risk, align understanding across disciplines, and support better professional decision-making.
Inquiries
If you are organizing a conference, professional program, or internal session and would like to explore a speaking engagement, please get in touch.
Charles A. Lambert 