David Edey is a Certified Executor Advisor with over 35 years of experience in the financial planning industry, specializing in Estate and Legacy planning. He is the author of the bestselling book, "Executor Help: How to Settle an Estate, Pick an Executor, and Avoid Family Fights," and hosts the Executor Help Podcast, guiding individuals to secure their legacies and maintain family harmony.
Recent Content
In this Best of Episode, David revisits his conversation with Lynette M Smith about writing special letters to say thank you to the important people in our lives. A special gift any time of the yea…
In this Best of Epis…
In this Best of Episode, David revisits his conversation with Lynette M Smith about writing special letters to say thank you to the important people in our lives. A special gift any time of the year especially during the holiday season. Lynette shares how her children inspired her dreams and why saying thank you with a handwritten note means so much. We learn tips on how to write these letters and why it's important to send them while people are still around. These letters help keep families strong and make people feel loved. Listen in to find out how you can start writing your …
In today's "Best of" episode David revisits a conversation with the incredible Hospice Nurse Julie. This is all about the world of end-of-life care, Julie talks about the transition many of us fe…
In today's "Best of"…
In today's "Best of" episode David revisits a conversation with the incredible Hospice Nurse Julie. This is all about the world of end-of-life care, Julie talks about the transition many of us fear but often feel too awkward to discuss. Spoiler alert: it's not all doom and gloom! Think of this episode as your go-to guide on how to be present for those in their final days, understanding the strange—but comforting—phenomena of end-of-life visions, and lots more. Ready to shed a bit of the fear surrounding the end of life? Then tune in For David's book, other resources and mo…
In this Best of Executor Help: Stories of Life, Death, and Legacy. David revisits one of his favorite conversations with journalist and author Steven Petrow. His story about dealing with sadness…
In this Best of Exec…
In this Best of Executor Help: Stories of Life, Death, and Legacy. David revisits one of his favorite conversations with journalist and author Steven Petrow. His story about dealing with sadness, love, and family will make you laugh and cry at the same time. Steven talks about what he learned from life. He shares a touching story about his friend Jacqueline Zinn, who wrote lovely letters to her four kids before she passed away from brain Cancer. Steven also talks about having hard conversations about death. He shares how his mother was ready to talk about her passing, which helped …
David has a conversation with Cynthia Kraft founder of Family Branch and Root. With over 20 years of experience, Cynthia shares her journey from genealogy to estate advisory. Their conversations…
David has a conversa…
David has a conversation with Cynthia Kraft founder of Family Branch and Root. With over 20 years of experience, Cynthia shares her journey from genealogy to estate advisory. Their conversations range from addressing family dynamics, choosing the right executor, and navigating modern-day challenges like the generational shifts in values. Whether you're a testator, executor, or beneficiary, this episode will give you with the tools needed to make sure there is an easy transition of your legacy. If that is important to you. For David's book, other resources and more visit www.davi…
David's guest is Debbie Stanley, CEO and senior estate administrator of ETP Canada. With over a decade of experience guiding grieving families through the complexities of estate management, Debbie …
David's guest is Deb…
David's guest is Debbie Stanley, CEO and senior estate administrator of ETP Canada. With over a decade of experience guiding grieving families through the complexities of estate management, Debbie and David talk about the role of a corporate trustee, why more individuals are opting for professional expertise over personal executors. They explore the dynamics of family Relationships and estate planning, and how digital assets are reshaping our approach to structuring wills. From real-life cautionary tales like Amy Winehouse’s no estate plan to strategies for organizing your digital a…
In this episode David talks with Peter Morrison, a financial planner from Executors Friend. Peter shares his story and explains his job helping people who are executors—those in charge of handlin…
In this episode Davi…
In this episode David talks with Peter Morrison, a financial planner from Executors Friend. Peter shares his story and explains his job helping people who are executors—those in charge of handling someone's estate when they pass away. He talks about the importance of being prepared, organizing important documents, and having clear conversations about who will take on this important job. Tune in to learn about the challenges executors face. This episode is perfect for anyone wanting to learn more about making a will and ensuring their loved ones are taken care of. For David's b…
As part of the Make a Will Month series David has a conversation with Jill Chambers, the founder of Financial Concierge. It is Jill's mission is to guide vulnerable families, busy professionals, …
As part of the Make …
As part of the Make a Will Month series David has a conversation with Jill Chambers, the founder of Financial Concierge. It is Jill's mission is to guide vulnerable families, busy professionals, and older adults as they navigate the complexities of estate planning. In this episode Jill shares her insights on the importance of communication, the risks of joint accounts, and the necessity of having a trusted contact person. Whether you're just beginning to think about your own estate planning or looking to understand the what it means to act as an executor, this episode is packed with…
Do you have a will? If the answer is no, or you're unsure when you last updated it, this episode is a must-listen. David welcomes back Bruce Young, an expert in estate and trust advisory services, …
Do you have a will? …
Do you have a will? If the answer is no, or you're unsure when you last updated it, this episode is a must-listen. David welcomes back Bruce Young, an expert in estate and trust advisory services, for a conversation on the importance of making and maintaining a will during part 1 in a series during 'Make A Will Month.' Discover how a little preparation can save your loved ones from financial and emotional turmoil, and learn practical steps to create a foolproof estate plan. For David's book, other resources and more visit www.davidedey.com
In this episode, "Wills Thrills & Legal Spills," David breaks down complex terms like wills, trusts and executor. Hear stories to demystify the essential documents for estate planning, such as pow…
In this episode, "Wi…
In this episode, "Wills Thrills & Legal Spills," David breaks down complex terms like wills, trusts and executor. Hear stories to demystify the essential documents for estate planning, such as power of attorney. Get ready to learn how to plan your estate as seamlessly as planning a journey to a theme park. Tune in and equip yourself with the knowledge to navigate estate planning with confidence and ease. For David's book, other resources and more visit www.davidedey.com
In this episode, David's is joined by Jeanette Koncikowski, a writer and advocate for widowed parents. Tune is as she shares her journey following the sudden loss of her husband due to a rare epile…
In this episode, Dav…
In this episode, David's is joined by Jeanette Koncikowski, a writer and advocate for widowed parents. Tune is as she shares her journey following the sudden loss of her husband due to a rare epilepsy-related illness. Jeanette shares her personal experiences from her memoir "Shipwrecked," detailing how she navigated the challenging terrain of Grief while raising her two young daughters. Through this honest conversation, Jeanette reveals how vulnerability opened doors to new joys and relationships despite profound loss. Join us as we explore Jeanette's journey of personal Growth, he…
In this episode David has a conversation with Jason Harris author of Good Grief: Celebrate Your Life about the delicate dance to handling grief, from personal loss to life's unexpected changes. …
In this episode Davi…
In this episode David has a conversation with Jason Harris author of Good Grief: Celebrate Your Life about the delicate dance to handling grief, from personal loss to life's unexpected changes. Jason shares his ideas on how we can better celebrate lives and navigate those tough moments. Stick with us; you'll want to hear this! For David's book, other resources and more visit www.davidedey.com
In this episode David welcomes Andrea Pomeroy, a poetic voice of resilience and transformation. Andrea, a nurse, author and devoted mother channels her life experiences into poetry offering a windo…
In this episode Davi…
In this episode David welcomes Andrea Pomeroy, a poetic voice of resilience and transformation. Andrea, a nurse, author and devoted mother channels her life experiences into poetry offering a window into personal growth amid adversity. Tune in as Andrea shares her insights on using poetry for healing, discussing pivotal poems from her book Memories of Me that embody her story of resilience, self-discovery, and hope. Whether you're navigating your struggles or seeking inspiration, Andrea's heartfelt reflections promise to resonate deeply. For David's book, other resources and more v…
In this episode David Edey has a conversation with Dr. Thomas William Deans, an expert on family businesses and wills. Did you know that 152 million American and 15 million Canadian adults don't ha…
In this episode Davi…
In this episode David Edey has a conversation with Dr. Thomas William Deans, an expert on family businesses and wills. Did you know that 152 million American and 15 million Canadian adults don't have a will? Tom talks about why talking about family Money is so hard and shares how having family meetings can help. He also dives into the tricky topic of covert narcissists in families and how they can mess up things. For David's book, other resources and more visit www.davidedey.com
Feeling like a deer caught in headlights when it comes to legacy planning? Tune into this episode as David chats with Nancy Olsen, the founder of Legacy Moments Last Forever. Whether it's t…
Feeling like a deer …
Feeling like a deer caught in headlights when it comes to legacy planning? Tune into this episode as David chats with Nancy Olsen, the founder of Legacy Moments Last Forever. Whether it's tales from World War II nurses, awkward family wills, or how to use your iPhone to record Grandma’s favorite recipes. Trust us; it’s like getting a hug from your future self. You won’t want to miss it—it’s the most entertaining way to avoid family feuds from beyond the grave! 😄📜👵📲 For David's book, other resources and more visit www.davidedey.com
On this episode David has a conversation with Debbie Weiss, a widow who took a wild ride through online dating after losing her husband George. From binge-watching Netflix with Manhattans in hand D…
On this episode Davi…
On this episode David has a conversation with Debbie Weiss, a widow who took a wild ride through online dating after losing her husband George. From binge-watching Netflix with Manhattans in hand Debbie's journey is filled with laughter, lessons, and late-life love. Tune in for an episode that's equal parts funny and heartwarming as Debbie shares how she found happiness again and wrote a book about it, "Available As Is." Get ready for some real talk about dating disasters, healing, and maybe a few tips on dodging bad dates. You won't want to miss it! For David's book, other resourc…
In this episode David chats with Rob Carrick, a personal Finance columnist from The Globe and Mail. Rob shares surprising results from his recent survey about inheritances in Canada. They disc…
In this episode Davi…
In this episode David chats with Rob Carrick, a personal finance columnist from The Globe and Mail. Rob shares surprising results from his recent survey about inheritances in Canada. They discuss why many Canadians expect to inherit six figures and whether this is realistic. They also talk about how longer lifespans and rising healthcare costs could affect these expectations. Plus, find out how young people's attitudes towards saving and Investing are impacted by inheritance expectations. Tune in for great tips on family financial planning and avoiding conflicts over inher…
This is episode 100 Are you interested in learning how to live longer, happier, and a healthier life? David has a conversation with Dr. Joe Casciani, founder of the Living to 100 Club and aut…
This is episode 100 …
This is episode 100 Are you interested in learning how to live longer, happier, and a healthier life? David has a conversation with Dr. Joe Casciani, founder of the Living to 100 Club and author of "Living Longer is the New Normal." Dr. Casciani shares valuable Wisdom on navigating the complexities of Aging, addressing cognitive challenges, and having a positive mindset for healthier living. For David's book, other resources and more visit www.davidedey.com
Join David as he has a conversation with grief educator Brian D. Smith who shares his personal journey of finding hope and growth amid grief. Learn about the levels of grief, practical steps for co…
Join David as he has…
Join David as he has a conversation with grief educator Brian D. Smith who shares his personal journey of finding hope and growth amid grief. Learn about the levels of grief, practical steps for coping, and the transformative power of supporting others while navigating loss and healing. Tune in for an inspiring discussion on navigating grief in today's digital age. Evaluate Your Estate Plan: Take the Legacy Readiness Quiz