So what happens to my EasyEquities account when I die?

Easy Does It - A podcast by EasyEquities

Nobody likes to think about and plan for their own death, but when you’re investing toward a future that results in generational wealth then you need to know your options. We invited Sascha Graham, Head of Legal at Purple Group, to tell us what happens to one’s easyequities account and investments upon death.
Did you know that your assets and liabilities form part of your estate? But did you know that you need a little paperwork (like a will) and admin (updated death benefits forms) in order to determine how your estate is distributed upon death?
Sascha untangles the complex web of legislations, investment vehicles and paperwork that govern how investments are dealt with upon passing.
While we try to make everything Easy, this conversation and topic may be one that helps when things get difficult. Hit play, and soak in the insights from the Easy Legal Eagle.
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DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

Chapters

1. So what happens to my EasyEquities account when I die? (00:00:00)

2. Get To Know Sascha Graham (00:02:32)

3. What Happens to my Easy Equities Account When I die? (00:04:50)

4. Documents to be submitted to Easy Equities (00:10:38)

5. What Happens If I don’t Have a Will (00:13:17)

6. How to Draw Up a Will (00:17:20)

7. Considering a Life-file (00:20:32)

8. Sascha’s Investing Principle (00:26:41)