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.
This article describes 3 powers associated with a Power of Attorney and why your decisions creating one can have profound, life changing consequences. Should the unexpected happen, learn why you’re powerful with a POA and powerless without one.
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Your Power of Attorney (POA) for Property and Attorney/Agent/Representative for Personal become your advocates, protectors, and decision-makers. Learn why naming the wrong people without reliable backups can leave you isolated, vulnerable and at the mercy of the public system.
Have you reviewed your beneficiary designations lately? Do those designations in your life insurance and financial accounts coordinate with your will? Learn 3 reasons why outdated beneficiaries can blow up your estate plan.
