Digital & Financial Estate Planning: Unlock Essential Skills to Protect What Matters
October 4 @ 11:00 am - 2:00 pm
Date & Time: Saturday, October 4th, 2025 @ 11:00 AM – 2:00 PM
Location: Stouffville Legion Branch 459, 150 Mostar St, Stouffville
Lunch generously provided by O’Neill Funeral Home
Take Control of Your Digital and Financial Estate Planning
Join us for an essential afternoon covering what every adult should know about managing their digital legacy and final affairs. Whether you’re planning ahead for yourself or helping aging parents get organized, this free event will walk you through the essential steps of digital and financial estate planning—from organizing your will and legal documents to managing online accounts and pre-paid funeral plans.
The Agenda
- KnowledgeFlow Cybersafety Foundation Presentation on Cybersafety and Digital Estate Management
- Free lunch provided by O’Neill Funeral Home
- O’Neill Funeral Home Presentation on Funeral Pre-Planning
What You’ll Learn About Cybersafety and Digital Estate Management – Presented by KnowledgeFlow Cybersafety Foundation
Adopt Smart Cyber Habits
Strong cybersecurity habits aren’t just for tech experts—they’re for everyone. A few simple changes can protect your personal data and give your digital estate more integrity in the long run. These habits not only reduce your risk of fraud now—they also help ensure your digital footprint remains secure and manageable in the future.
Understand the Legal Essentials
Learn the difference between wills, Power of Attorney, and advanced care directives. Standard Power of Attorney documents often don’t include digital access. That can create major roadblocks for your executor or family members. We’ll cover what’s legally required in Ontario and highlight common pitfalls—like using outdated templates or forgetting to update beneficiaries.
Important: Most Power of Attorney documents don’t cover digital accounts unless explicitly written in. We’ll explain how to make your digital wishes clear and legally sound.
Plan for Your Digital Estate
From online banking and email accounts to digital photos, cloud storage, and cryptocurrency, we’ll show you how to create a digital inventory that your executor can access. You’ll also learn how to assign legacy contacts for platforms like Facebook, Google, and Apple.
Did you know? Without a digital plan, loved ones may not be able to access vital accounts—or shut down ongoing services.
Learn more on about Protecting Your Digital Estate – KnowledgeFlow Cybersafety Foundation
3 Simple Habits to Stay Safe:
- Never send money or personal info without confirming the request
- Always verify urgent messages using a second method (e.g. phone call)
- Be cautious with messages that use fear or urgency to push you into action
Learning how to protect your digital life now helps secure your estate later.
What You’ll Learn About Pre-Funeral Planning: Presented by O’Neill Funeral Home
Understand Pre-Paid Funeral Plans and Green Burial Options
Pre-paid funeral funds are protected by provincial law. We’ll walk through how these funds are accessed and how to make sure your executor knows where and how to use them. Cremation and green burial options will also be discussed, helping you align your end-of-life choices with your values and budget.
Explore funeral pre-planning services: Oneill Funeral Services
Organizing Your Estate for your Executor
Organizing your estate for your executor is one of the most impactful ways to reduce stress and confusion for your loved ones. O’Neill Funeral Home will explain how to prepare a well-documented estate file that includes your will, Power of Attorney documents, key financial information, and funeral preferences. When this information is clearly organized and accessible, your executor can act with confidence and clarity, avoiding delays and legal complications during an already emotional time.
Understanding Wills, & Power of Attorney
Understanding wills, Powers of Attorney (POAs), and what’s legally required in Ontario is essential for ensuring your wishes are carried out. You will be guided on what each document does, how they differ, and what’s required for them to be legally valid. Knowing the legal basics helps prevent costly mistakes, such as outdated documents, missing signatures, or unclear instructions that could delay or even invalidate parts of your estate plan.
Banks and service providers won’t accept verbal instructions, and even a well-meaning family member can’t act without proper legal and digital access. Digital and financial estate planning ensures that your instructions are followed, your digital identity is protected, and your loved ones aren’t left guessing.
Don’t wait until it’s too late—plan with clarity today.
Check out our Downloadable Resource!
This tipsheet explains the digital estate planning process and highlights key things to remember as you create a plan to protect your digital accounts and assets. Download for free to view all of the tips!
How To Reserve
Seats are limited. Reserve your spot now and take the first step toward responsible estate planning.
To RSVP please contact: rochellestouffvillelegion@rogers.com
This event is presented by KnowledgeFlow Cybersafety Foundation and O’Neill Funeral Home.
