What To Consider with Digital Assets and Estate Planning, with David Edey

The MapleMoney Show

Have you made your will and named an executor for your estate? Does your executor understand your wishes when it comes closing down your digital assets? If not, you still have some work to do. Anything that’s attached to a login ID and password can be considered a digital asset. If your executor isn’t prepared to handle your various online accounts after you die, it could cause problems.

David E. Edey is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. No one likes talking about death and inheritances before they have to, but David has learned that having these conversations earlier rather than later will save time and money. I sat down with David this week to talk about digital assets and how you can prepare your executor (and your family members) to make life easier when you’re gone.

You can find the show notes for this episode at https://maplemoney.com/213

This episode of The MapleMoney Show is brought to you by Retire Happy. Retire Happy has been providing top-quality information and resources on retirement, investing, and estate planning for over 20 years and was named the best personal finance blog by The Globe and Mail.

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