Learn tips that every Executor should know when they are down in the trenches of estate administration!

Setting Your Executor up for Success
Carley St.Onge Carley St.Onge

Setting Your Executor up for Success

When it comes to your estate planning, you want to not only ensure that you are choosing the right Executor, but also that you are providing that individual with the tools they need to succeed in the role and to carry out your legacy. We have written a lot of previous blogs about things to consider when it comes to choosing who to name as your Executor, conversations that should be had, as well as tips and tricks – now let’s look at what you can be doing to set your future Executor up for success.

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First Steps for Your Estate Planning
Carley St.Onge Carley St.Onge

First Steps for Your Estate Planning

Something that we talk about often here at ETP Canada, is the importance of having an estate plan made. However, without knowing where to begin, the task can seem daunting to someone who is just starting their estate planning journey. Let’s look at some of the important first steps that should be taken when it comes to creating your estate plan!

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What Makes Up a Good Estate Plan?
Carley St.Onge Carley St.Onge

What Makes Up a Good Estate Plan?

There are many aspects to consider when it comes to planning your estate, but what exactly makes up a good estate plan? Let’s break down some key components.

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Carley's Corner - The Robin Williams Estate
Carley St.Onge Carley St.Onge

Carley's Corner - The Robin Williams Estate

When Robin Williams passed, he had what appeared to be well drafted estate plans. While Robin’s Will was very detailed regarding how to handle his money, it appeared to be vague regarding the contents inside of the home that he shared with his wife. What was to happen with his clothes, graphic novels, photographs, and memorabilia? As you can imagine, everyone had different plans for these items!

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Conversations with your Future Executor
Carley St.Onge Carley St.Onge

Conversations with your Future Executor

Having a conversation with the person you have named as your Executor is a crucial step that is often missed when it comes to getting plans in order. We are quick to talk about the latest news, weather, and what happened on that HBO show last night, but why is it that we avoid talking about our estate plans with the ones who will be responsible for carrying out our last wishes?

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Today’s Executor vs. Technology
Carley St.Onge Carley St.Onge

Today’s Executor vs. Technology

While the level of comfort we each have with technology drastically varies – the big question we should all be asking ourselves is “how comfortable is my Executor with navigating technology and digital platforms?”

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What Does My Executor Need To Know?
Carley St.Onge Carley St.Onge

What Does My Executor Need To Know?

We hear it all the time in this industry, “What DOES my Executor need to know ahead of time?” Click to read more of our blog about the important conversations you should be having.

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