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About

GOAL OF THIS BOOK

MeterYour Digital Undertaker – Exploring Death in the Digital Age in Canada. The goal of this book is to move the needle on the number of Canadians with a will and improve executor readiness in navigating their future role in the digital age. The world has gone digital, and so has our estates. Everyone needs a will, and in the digital age, your estate now includes your entire digital life. This is the first book of its kind that draws the reader into the world of estate planning with a digital twist, bringing the two worlds together. For the executors, let it motivate you to ask a lot more questions about your role before you get handed “digital hell in a hand basket.” For those having the challenging conversations with their parents, family members or clients, let Your Digital Undertaker ask some of the basic questions and open the door for a meaningful discussion.

ABOUT THE BOOK

If you are an adult Canadian who uses e-mail and surfs the internet, this book is for you. In a unique and humorous way, this former military officer and tech executive shares what she’s learned about the estate industry and the taboo topic of preparing for one’s own death. Preparing for death doesn’t need to be scary or foreboding. It can actually be liberating and energizing. Join Your Digital Undertaker in an exploration of death in the digital age in Canada, which lifts the lid on how the deathcare and estate industry works today, and tackles it through the project management and digital lens. This exploration includes simple diagrams, easy to understand scenarios, and user options that require only a couple of mouse clicks. You’ll learn your digital life is not isolated from your physical life, as technology is the new player at the estate planning table. Cracking the code to digital death and its afterlife requires deciphering the code for your regular and physical life. By the end of this book, you should feel armed with questions and a perspective on how to tackle your digital life in the context of your overall estate. You might even walk away inspired to get on with dealing with your will and estate plan with estate planning professionals. If you are a named executor in a will or appointed in a Power of Attorney, this book is for you as well, as it might motivate you to ask a lot more questions about your role before you get handed “digital hell in a hand basket”. For those having the challenging conversations with their parents, family members or clients, let Your Digital Undertaker ask some of the basic questions and open the door for a meaningful discussion.

ABOUT THE AUTHOR

Sharon Hartung, Captain (Ret’d), PEng, MSc, BEng, PMP®, CD, rmc, is a retired aerospace engineering officer from the Royal Canadian Air Force and former technology executive from IBM. She has been providing information technology management advice to clients for over 30 years. Recognized as an innovator throughout her career, Sharon is currently an entrepreneur in the estate industry. With her experience in information technology, project management and consulting, Sharon brings a unique multiple disciplinary approach to managing digital assets in estate planning and estate administration. Sharon is currently a Society of Trust and Estate Practitioners (STEP) affiliate and committee member of the STEP Global Digital Assets Special Interest Group.

TABLE OF CONTENTS

  • FOREWORD
  • Chapter 1 Death Never Comes At a Good Time
  • Chapter 2 Getting Your Affairs in Order – Building Your Death Project in the Digital Age
    Your Digital Undertaker: Project Management Checklist
  • Chapter 3 Your Body Can’t Bury Itself
  • Chapter 4 Your Digital Life Needs a Will, Too
    Appendix to Chapter 4: If There’s a Will, There is a Way – Trust You Will
  • Chapter 5 Leaving Your Executor the Physical and Digital Keys to Your Kingdom
  • Chapter 6 The Science and Technology of Advance Care Planning
  • Chapter 7 Death with a Side of Digital
  • Appendix to Chapter 7: Your Digital Undertaker – Digging 6 Feet under the Bits and Bytes
  • Chapter 8 Death and Taxes – They Get You Coming and Going
  • Chapter 9 Don’t Forget Me When I’m Gone
  • Chapter 10 Getting Your Digital and Non-Digital Affairs In Order – Done!
    Your Digital Undertaker: Project Management Checklist Recap
    Appendix to Chapter 10: Your Digital Under­taker Question Matrix
  • ENDNOTES
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