Category: Probate

Do You Need to Become an Estate Therapist?

Too many clients have the wrong approach to estate planning. They think of it as preparing for death and dying – two terrifying taboos. As I’ll explain, this is not the approach here, at EstateTherapy.com. I want you to see estate planning in a new light. Estate…
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How Estate Executors Hire Lawyers

This is one of the first decisions you get to make as an executor. Choose wisely – changing lawyers is time-consuming and expensive. After you do your preliminary research, interview prospective candidates. Look for referrals and search law firm websites. Note: Some estate problems will call for…
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Can You Remove a Bad Executor?

Karl was in a panic. His sister, Sarah, was executor of their father’s estate. “Sarah listed my parents’ home for sale. The asking price is way below what homes are selling for in the neighbourhood.  I can’t believe what she is doing. “She told me to go…
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Are You An Executor Looking for Help?

Most people do not know what executors are expected to do. Making the wrong decision can cause stress and get you into trouble. If you are a new executor of an estate, I know you are feeling overwhelmed. What should you do first? You have to protect…
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Want Help Understanding Your Role as Executor?

Sign up here for an Executor Workshop I am running for EstateTherapy.com on January 26, 8 – 9 p.m. EST. You will receive a copy of my book, Executor Toolkit: What Every Executor Needs to Succeed. You will learn my 3-step system to handle any estate. You will…
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How Not to Probate Wills in Ontario – A Case Study

Should YOU, as an executor, attempt to probate a will by yourself? Here’s the tale of Jennifer to teach you.  In her job with an insurance company, Jennifer filled out forms all day.  She thought it would not be much different filling out court forms.  Besides, she’d…
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Do You Want to Keep Your Sanity as Executor?

Here are 3 tips to keep you out of trouble. You must know the distinction between executor work and legal work. Get professional advice about your executor duties – the sooner the better. Not all lawyers are experienced in probate matters or can advise you. Will you…
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Estate Planning Resolutions

Here are 3 estate planning resolutions you can keep. Use them to protect your family and to give you peace of mind. 1. Make a will – resolve to invest in a professionally-prepared will. The cost of this investment, spread out over a number of years offers the…
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