In this episode Axel interviews David Edey, a Certified Executor Advisor, speaker and bestselling author to talk about something no one wants to talk about but should: how you can prepare an estate plan and executor to avoid putting your family in danger. 

 

Estate planning is all about protecting your loved ones. This plan is an important part of planning for the future, no matter who you are, but real estate owners have unique needs that make it crucial. 

 

David and Axel dive deep into the important step in the estate planning process that is determining WHO WILL BE YOUR EXECUTOR, the one who will make decisions on your behalf if you're unable to do so yourself, and how to choose one.

 

Additionally they talk about the difference between an estate plan and a will, the importance of planning ahead of time and words of advice for families so they don't get ripped apart based on the legacy they leave behind. Stay tuned! 

 

David offers a wealth of resources on his website including 50 most common questions executors ask and an Executors Checklist. Be sure to check them out HERE 

 

Get David’s book here Executor Help: How to Settle an Estate Pick an Executor and Avoid Family Fights.

 

Please subscribe to the show, share it with a friend and send us feedback. Visit www.realestateeffect.ca and follow me on IG @monsaxel

 

Who is David?

David is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years.

 

He is a speaker and the best selling author of Executor Help: How to Settle an Estate, Pick an Executor. Currently Sr. Advisor at TWMG (The Wealth Management Group in St. Laurent, Quebec.

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