In this episode of Your Estate Matters, Greg and Nicole discuss the importance of financial planning in the context of estate management with Sandy Abley, a certified financial planner and estate lawyer at Onyx Law Group. The conversation covers various aspects of estate planning, including the role of financial planners, building a team of advisors, understanding financial designations, and the significance of life events in financial planning. Sandy emphasizes the importance of proactive financial education and the benefits of gifting during one's lifetime to witness the impact on beneficiaries.

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The Wealth Doc Website:

https://thewealthdoc.ca/

Onyx Law Group:

https://onyxlaw.ca/

Follow Heritage Trust:

https://www.instagram.com/heritagetrustbc/

Heritage Trust Website:

https://heritagetrustcompany.ca/

Get the Essential Estate Planning Checklist for Canadians:

https://www.estateclub.ca/estate-planning-checklist

In this episode of Your Estate Matters, Nicole and Greg discuss the intricacies of estate administration with expert Jeff Bichard from Scion Law LLP. The conversation covers the role and responsibilities of an executor, the probate process, and the importance of proper estate planning. Listeners gain insights into the duties of executors, including managing assets, paying debts, and ensuring fair distribution to beneficiaries. The episode also addresses the complexities of funeral arrangements, executor fees, and the implications of dying without a will, providing valuable resources for those navigating estate matters.

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Scion Law LLP:

https://www.scionlaw.com/

Follow Jeffrey Bichard:

https://ca.linkedin.com/in/jeffrey-bichard-165103b8

Follow Heritage Trust:

https://www.instagram.com/heritagetrustbc/

Heritage Trust Website:

https://heritagetrustcompany.ca/

Get the Essential Estate Planning Checklist for Canadians:

https://www.estateclub.ca/estate-planning-checklist

In this episode of Your Estate Matters, Nicole and Greg discuss the importance of estate planning with lawyer Navrita Brar. They explore the demographics of estate planning in Canada, the essential documents needed, complexities such as blended families, and the importance of building a reliable team of advisors. The conversation also covers the costs associated with estate planning and the potential financial and emotional toll of not having a plan in place. The episode emphasizes the need for open family discussions to ensure a smooth estate planning process.

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Lindsay Kenney LLP Website:

https://lklaw.ca/

Navrita Brar LinkedIn:

https://www.linkedin.com/in/navrita-brar/

Follow Heritage Trust:

https://www.instagram.com/heritagetrustbc/

Heritage Trust Website:

https://heritagetrustcompany.ca/

Get the Essential Estate Planning Checklist for Canadians:

https://www.estateclub.ca/estate-planning-checklist

In this episode of Your Estate Matters, Nicole and Greg delve into the complexities of estate administration, sharing intriguing and sometimes bizarre scenarios they've encountered. They discuss the process of exhuming bodies for DNA testing in cases of intestacy, unusual funeral requests, family conflicts that arise during estate settlements, and the critical importance of proper estate planning to avoid future disputes and complications. The conversation emphasizes the need for individuals to take proactive steps in planning their estates to protect their families and legacies.

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Follow Heritage Trust:

https://www.instagram.com/heritagetrustbc/

Heritage Trust Website:

https://heritagetrustcompany.ca/

Get the Essential Estate Planning Checklist for Canadians:

https://www.estateclub.ca/estate-planning-checklist

In this episode of Your Estate Matters, Greg and Nicole discuss the importance of professional executors in estate planning. They explore various scenarios where a professional executor may be necessary, the benefits of hiring one, such as professionalism and neutrality, as well as the potential downsides. The conversation emphasizes the need for families to weigh the pros and cons of appointing a professional executor based on their unique circumstances.

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Follow Heritage Trust:

https://www.instagram.com/heritagetrustbc/

Heritage Trust Website:

https://heritagetrustcompany.ca/

Get the Essential Estate Planning Checklist for Canadians:

https://www.estateclub.ca/estate-planning-checklist

In this episode, Nicole and Greg discuss estate property sales with Allison Gorwill, a realtor and mortgage broker from Sotheby's International Realty Canada. The conversation covers selecting a knowledgeable realtor, understanding the probate process, and the executor's responsibilities in preparing an estate property for sale. Allison emphasizes the importance of necessary documentation, property assessments, and staging. The episode provides valuable insights into the costs and steps involved in selling an estate property, aiming to guide listeners through the complexities of the process.

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Follow Allison

https://sothebysrealty.ca/en/allison-gorwill/

https://allisongorwill.ca/

https://ca.linkedin.com/in/agorwill

Follow Heritage Trust:

https://www.instagram.com/heritagetrustbc/

Heritage Trust Website:

https://heritagetrustcompany.ca/

Get the Essential Estate Planning Checklist for Canadians:

https://www.estateclub.ca/estate-planning-checklist

Our guest is Linda Chu, a seasoned professional organizer and move manager with a passion for bringing order to chaos. With over two decades of experience in the industry, Linda has honed her skills in decluttering, organizing, and facilitating smooth relocations for her clients. Her commitment to creating functional, harmonious spaces stems from her belief that a well-organized environment fosters peace of mind and enhances overall well-being.

Linda is the founder of the BC Chapter of Professional Organizers in Canada and the founder of her company Out of Chaos. Out of Chaos offers comprehensive professional organizing services for home and office, plus training programs, workshops and tools for more organized living and working.

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Follow Linda

https://www.instagram.com/getoutofchaos/

Out of Chaos Website:

https://www.outofchaos.ca/

Follow Heritage Trust:

https://www.instagram.com/heritagetrustbc/

Heritage Trust Website:

https://heritagetrustcompany.ca/

Get the Essential Estate Planning Checklist for Canadians:

https://www.estateclub.ca/estate-planning-checklist

Welcome to the official trailer for Your Estate Matters.

The first episode of this weekly series will drop on Thursday, September 12!

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Follow Heritage Trust Company:

Website - https://heritagetrustcompany.ca/

LinkedIn - https://www.linkedin.com/company/heritagetrustco/

Facebook - https://www.facebook.com/heritagetrustbc/

X - https://x.com/heritagetrustco

Instagram - https://www.instagram.com/heritagetrustbc/

YouTube - https://www.youtube.com/channel/UCyTJ_W3rEpll5tfnuVmASyw

Pinterest - https://www.pinterest.ca/HeritageTrustCompanyInc/