Nov 24 2024 44 mins
David Edey, a certified executive advisor with over 35 years of experience, joins the podcast to share insights from his book Executor Help: How to Settle an Estate, Pick an Executor, and Avoid Family Fights. Inspired by his seven-year struggle to settle his parents' estate—despite them having a will—David provides practical guidance to help families avoid the legal battles, financial burdens, and emotional turmoil he endured.
David explains three essential steps for end-of-life planning and stresses that silence and lack of preparation often lead to devastating disputes, as inheritance can sometimes bring out the worst in people.
A key theme of the episode is the importance of addressing digital assets. With so much of life conducted online David emphasizes the need to organize and share login details with trusted individuals. He recounts a poignant example of a friend whose social media accounts remained active years after her death because her family couldn’t access them.
The episode also explores the challenges faced by executors, who may spend up to 100 hours over 18-24 months resolving estates. David shares strategies for avoiding disputes, such as keeping beneficiaries informed, setting realistic expectations, and preparing executors with the support of legal and financial professionals.
For families with minor children, David underscores the importance of naming a guardian and ensuring financial stability, sharing a touching story of siblings separated due to inadequate planning.
David invites listeners to visit DavidEd.com for free resources, including an executor checklist, a legacy readiness quiz, and access to his book. He also introduces the Legacy Builders Blueprint, a five-week course that helps individuals create a comprehensive plan for their legacy, including a Future File to organize essential documents and digital assets.
Estate planning may not be a popular topic, but it’s one of the most loving acts you can do for your family. Tune in to learn how to leave a legacy of
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