Digital Executor®: Unraveling the New Path for Estate Planning
Sharon Hartung, Captain (Ret’d), PEng, TEP, is the founder of Your Digital Undertaker
The world has gone digital and so have people’s estates. Digital assets may simply be electronic records, but they are the digital gateway to our lives. They are our memories, our money, and our records, making technology the new player at the estate planning table. Accelerated by the pandemic, clients may not have had a digital life before the pandemic, but they have one now. And that will have dramatic implications on advisor roles in estate planning, incapacity planning and estate administration as client’s have heightened expectations regarding their digital estates. This session is about digital assets in the context of the digitization of the entire global estate industry. The implication is threefold and understanding these digital drivers of change, and where they fit into the broader landscape of the estate industry, is significant. If today’s executor is a digital executor, and today’s fiduciary is a digital fiduciary, then today’s advisor must be a digital advisor.
Sharon Hartung, Captain (Ret’d), PEng, TEP, is the founder of Your Digital Undertaker®, which provides Digital Executor® consulting for advisors and clients on the tech management aspects of digital assets in estate planning. Sharon is the author of Your Digital Undertaker – Exploring Death in the Digital Age in Canada (2019) and newly released Digital Executor®: Unraveling the New Path for Estate Planning (2021).
The Digital Legacy Conference is free for EAPC 2021 ticket holders. Alternatively, tickets can be purchased for £20 using the button below.
*The Digital Legacy Conference is a not for profit event. To learn how you or your organisation can sponsor and support this year’s conference click here.