Episode 61: Legacy, Logins, & Loved Ones: The Overlooked Essentials of Modern Estate Planning

Jun 22

In this honest and eye-opening episode of the Wealth Witches Podcast, Katelyn is joined by Certified Executor Advisor and bestselling author David Edey for a candid conversation about death, inheritance, and the legacy you leave behind.

David shares his personal story of spending 7 years, $50,000, and 10 court appearances settling his parents’ estate, even though they had a will. Now he’s on a mission to help families avoid the emotional and financial disasters that can happen when estate planning is delayed or ignored.

Together, they cover everything from executor horror stories and sibling fallout to digital asset planning and why updating your will isn’t enough. This episode is filled with practical tools, surprising stats, and necessary truths about the messiness of family, grief, and money.

Key Takeaways

Why having a will isn’t enough—and what most people forget to update.
The real workload (and emotional toll) of being an executor.
How to initiate estate conversations with resistant or secretive family members.
The power of digital asset planning and why it’s often overlooked.
What to do today to make your estate easier on your loved ones tomorrow.
Why financial literacy matters just as much as financial legacy.
The biggest mistakes that leave families in chaos after death.

Guest Bio:
David Edey is a Certified Executor Advisor with over 40 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, Stories of Life, Death and Legacy.

Connect with David Edey:
Website: https://www.davidedey.com/
The Executor Help Book: https://www.davidedey.com/executorhelpbook.html
Resources: https://www.davidedey.com/resources.html
LinkedIn: https://www.linkedin.com/in/david-edey-cea-b524342/

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