NEXsteps: Estate Planning and Executor Support
Nancy Boisvert, CEAEstate planning and executor support for Canadians, from Certified Executor Advisor Nancy Boisvert. Each week, I cover questions about wills, executors, and probate, talked through the way I would with a client. I've been an executor and a power of attorney myself, so this isn't theory. Longer written articles support this podcast and interactive self-guided tools are at nexsteps.ca. My book, The ... more
| Publishes | Weekly | Episodes | 187 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||
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Curtis closed his father's estate the way a careful person does. He worked from the folder his father left behind, closed every account listed in it, filed the terminal return, got the clearance certificate, and told his sister the cheques were comin... more
She had the grant of probate. She had the death certificates. She had a lawyer, a binder with tabs, and every piece of paperthe process asks for.
She also had a small black device her father kept in a dresser drawer, and none of it opened that.
Thi... more
A friend at church told Evelyn to put her daughter's name on the house title. When she was gone, the house would pass straight to her daughter. No court, no probate, no fuss. It took an afternoon and cost a few hundred dollars, and nobody asked wheth... more
Signing a will has always meant everybody in the same room at the same time. You, your spouse, two witnesses, and a good chunk of a weekday at a lawyer's office. For a lot of Canadians,that scheduling problem is the actual reason the will never got d... more
Terrence and Yolanda moved from Calgary to a bungalow outside Halifax with their wills in a folder in the moving truck. Same estate, same wills, same executor. In Alberta the probate fee would have been $525. In Nova Scotia it's closer to $16,000.
N... more
Before anyone builds you an investment portfolio, they find out what you're willing to put up with, what you could actually survive, and whether both of those match what you say you want. Nobody skips it. Then the conversation gets to your estate and... more
Most people who agree to be an executor picture a few months of paperwork. What they actually get is closer to a part-time job that can run a year or two, with long stretches where the only thing to do is wait.
In this episode, I walk through what a... more
Everyone knows the list of estate planning steps by now. Will, power of attorney, personal directive, beneficiary review, telling your family where things are. CTV covered it recently, and it struck a nerve, because most of us recognize ourselves som... more
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