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.
It’s Make a Will month in Ontario reminding us all on the importance of making a will. An expression of caring, a will outlines your intent to protect your loved ones. Here’s 3 reasons why you should prioritize this task as urgent.
No Will? Protecting your family’s future is a responsibility we all share. Check out our latest blog revealing five shocking consequences of dying without a will in Ontario. Let’s dive into the unexpected challenges and how you can safeguard your loved ones.
Has your spouse been taking care of the paperwork and bill payments? What happens when that spouse dies? Read a client story on just this predicament and how Financial Concierge can help.
End-of-life planning is a gift to yourself, offering you comfort and peace in your final days, and a gift to your family as they prepare for life without you. Learn 3 areas to consider when building your personal plan.
Is your estate vulnerable to family disruption and litigation? Don’t let your legacy be tainted by family discord. Follow these tips to avoid the most common pitfalls that lead to estate settlement disputes.
Advanced Care Planning helps you prepare for a serious illness or emergency with wisdom and compassion. Learn how it’s a lifeline for your family and assurance to you that your voice will be heard when you can’t speak for yourself.
We make sure families, busy professionals and older adults get the expertise and care their legacy deserves.
