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Ultimate Guide to Choosing an Executor for Your Will

Автор: Steadyhand

Загружено: 2024-09-11

Просмотров: 1363

Описание: In this comprehensive video, we dive deep into the crucial process of selecting the right executor for your will with estate lawyer Margaret O'Sullivan. Choosing an executor is one of the most important decisions you can make when planning your estate, and we’re here to guide you through every step of the way.

Join us as we cover key topics including:
What an executor does and why their role is vital
Qualities to look for in a trustworthy executor
The differences between family members, friends, and professionals as executors
Common pitfalls to avoid when choosing an executor
How to discuss your choice with your executor and family members

Checklist: https://mcusercontent.com/16dc1da0069...
Margaret’s Website: https://www.osullivanlaw.com/firm-ove...

🔗 Visit Margaret O'Sullivan's website for more estate planning resources and sign up for her newsletter.
📄 Download the executor responsibilities checklist above.
💬 Have questions or comments? Drop them below, and don’t forget to subscribe to Steadyhand Investments for more financial and estate planning tips!

🔹 Video Chapters 🔹
0:00 Introduction
0:44 Key Duties of an Executor
5:31 FREE ESTATE CHECKLIST
5:54 When and How to Choose Your Executor
6:51 Key Traits to Look for When Choosing an Executor
8:03 Professional vs. Family Member Executor: Pros and Cons
10:10 How to Create a Team of Executors
12:21 Non-Resident Executors (Tax or Legal Considerations of Location)
15:51 Can an Executor Decline the Role?
17:45 How Does an Executor Know When Their Job is Done?
19:13 Conclusion
---------------
🗓 Get to Know Steadyhand! 🗓
https://hs.steadyhand.com/gettoknowst...

📚 SUBSCRIBER GIVEAWAY: Are you starting to think seriously about retirement but not sure where to start? Subscribers to the channel can grab this Free Insider’s Guide “3 Simple Steps to Retirement” - https://hs.steadyhand.com/retirementg...

✅ For more info visit: https://www.steadyhand.com/

💬 What was your main takeaway from this video? Let us know in the comments below. And don't forget to subscribe to Steadyhand here ⤵
https://www.youtube.com/c/SteadyhandI...

---------------
📍 Welcome to Steadyhand's official YouTube channel!

Steadyhand is a Canadian investment firm that offers low-fee investments with easy-to-follow advice and a simpler, more human experience for all Canadians.

On this channel, we produce jargon-free videos to help you stay informed & educated on relevant investment topics. We've been managing money since 2007 and over 4,000
Canadians have entrusted us with more than $1 billion in investments. Our clients enjoy direct access to world-class fund managers and a level of genuine financial stewardship that you just don't find at the big banks and brokerages.

➡️ Our straightforward lineup of funds, easy-to-follow investment advice, and candid reporting enable our clients to weather the ups and downs of the markets with confidence. We offer hands-on, personalized service, and are ultra-accessible.
In short: Steadyhand offers Canadians a better way to invest!

We hope you find the videos on this channel informative and if you are interested in the services we offer then please visit our website. If you enjoy the videos you see on this channel then make sure you subscribe and hit the notification bell so you find out as soon as we post a new video! 🔔

---------------
📲 Follow Steadyhand on social media:
Facebook ▶️   / steadyhandfunds  
Linkedin ▶️   / steadyhand-investment-funds  
Twitter ▶️   / steadyhandfunds  

✅ Subscribe to our Blog and Newsletter
https://steadyhand.us3.list-manage.co...

If you'd like to explore whether Steadyhand may be a good fit for you, reach out to us:
📞 1-888-888-3147
📧 [email protected]
🌎 https://www.steadyhand.com/contact/
📍 Vancouver Office (1747 West 3rd Avenue Vancouver, BC V6J 1K7)
📍 Toronto Office (3690-130 King St W, Toronto, ON M5X 2A2)
---------------
#Executor #EstatePlanning #ChoosingAnExecutor #EstateExecutor #SteadyhandInvestments #EstatePlanningCanada #ExecutorDuties #ExecutorChecklist #FinancialPlanning

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Ultimate Guide to Choosing an Executor for Your Will

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