Vancouver Island: Unraveling the New Path for Estate Planning

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Digital Executor®: Unraveling the New Path for Estate Planning

Presented by: Sharon Hartung, Captain (Ret’d), PEng, TEP

Accelerated by the pandemic, the world has gone digital and so have our clients’ 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. And that will have dramatic implications on advisor roles in estate planning, incapacity planning and estate administration as clients 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. It will help you position where to start, in terms of what makes business sense where your firm, organization or profession should participate digitally, or where you need to position yourself to remain competitive. If today’s executor is a digital executor, today’s fiduciary is a digital fiduciary, then today’s advisor must be a digital advisor.