Your Estate Matters Podcast
Hosted by Nicole Garton and Greg Brennand of Heritage Trust Company Inc. , Your Estate Matters is a podcast dedicated to everything estates, including wills, trusts, probate, guardianship, powers of attorney, health care directives, wealth creation, asset protection, taxes, charitable giving and building and preserving your legacy. If it's estate related, we'll be talking about it! We’re having the conversations today that will help Canadians protect their families, their assets and their legacies tomorrow.
Whether you are planning your own estate or are an executor for someone elses, Heritage Trust can help. If you would like more information about Heritage Trust, please visit our website at heritagetrustcompany.ca or schedule a meeting to speak with us.
Episode 04: War Stories From the Field
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.
Episode 03: The Pros and Cons of Professional Executors
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.
Episode 02: Selling an Estate Property with Allison Gorwill
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.
Episode 01: What to do with Inherited Clutter?
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.