On March 5, 2023, our founder Jill Chambers was interviewed by Dave Popowich on the More Than Money Show all about: What You Need To Know When Choosing An Executor.
Take a listen here as Dave asks Jill some pretty great questions about this important decision we all need to make.
Meet Jill Chambers - Founder and President of Financial Concierge. She started Financial Concierge back in 2018 in order to assist individuals with daily money management and document organization. More Recently, Financial Concierge has been responding to increased requests for professional estate administration services. Many individuals have no spouse or family (or family who are competent!) to appoint to the roles of executor or attorney. Under Jill's leadership, whether the Financial Concierge team assumes these roles (in provinces other than BC), or provides support to others performing these roles, they consistently deliver compassionate, professional, personalized services to family members while honouring the wishes of their loved one with precision and expertise. If you need help with your estate administration needs in Canada, reach out to Jill on LinkedIn or schedule a call with her here.
Did you know that in 2022 the Bank of Canada and a few provinces had unclaimed bank accounts and estates totaling $1.8 billion dollars? Could you have an unclaimed account? Learn how to find out and reclaim your missing money.
November marks Make a Will Month. In this month’s article we share a client story about the costs of not having a will – and how creating one is a simple, powerful act.
The success of your estate settlement depends on making an informed executor choice. Since most executor choices are family members, unburden them by being informed and prepared. Understand the hours of work and associated risks associated with this role.
Losing a loved one is undoubtedly a challenging and emotional experience. In the midst of grief, the complexities of managing their estate can become overwhelming, especially for families, busy professionals, and older adults. This is where Financial Concierge™ steps in with its impeccable professional estate executor services in Calgary.
How your jointly owned property is registered on title determines how it’s distributed upon your death. Joint tenancy vs tenants in common is often confused. Arlene’s story reveals the unintended consequences of the wrong title registration.
Does your estate plan only include a will and power of attorney documents? Learn how to elevate your plan from basic to exceptional. Discover 10 elements that prepare you for the future and protect your legacy.
