Estates Made Simple
Welcome to the “Estates Made Simple” Podcast, hosted by Gordon VanderLeek, a licensed lawyer specializing in wills, estates and trusts, and Jenna Carvalho, an estate and trust consultant with over 10 years experience helping families secure their assets and plan for the future. We are a bi-weekly podcast that discusses the complicated and often confusing world of estate administration. Our goal is to provide you with the insight, knowledge and resources to help you navigate this complex process. Every episode we bring our unique perspective to provide listeners with unbiased information and practical tips to ensure success and mitigate risk. Even if you are not an executor, there will be topics of interest as you consider planning options for your own estate. Join us for helpful tips and important information on navigating estate administration so you can achieve peace of mind as an executor or administrator.
Estates Made Simple
Choosing the Right Executor: 5 Reasons You May Need to Reconsider
Episode Summary
In this insightful episode, Gordon and Jenna explore one of the most pivotal decisions in estate planning: choosing the right executor. While many focus on asset distribution, the choice of executor can make or break the success of an estate administration. From strained family dynamics to logistical challenges, this conversation dives into the top five reasons you may want to rethink your executor — plus a bonus tip to future-proof your plan.
Key Discussion Points
- Out-of-Province Executors: Why location matters — including bonding requirements and increased costs when executors live outside Alberta.
- Strained Relationships: How poor relationships between executors and beneficiaries can lead to mistrust, communication breakdowns, or even litigation.
- Poor Decision-Making: Why indecisiveness or delays in making key estate decisions (like selling a home) can cause significant issues.
- Conflicts of Interest: From business partners to dependent spouses, some roles are simply incompatible with impartial estate administration.
- Lack of Time: Capable doesn't always mean available. Why time constraints and life circumstances should influence your choice.
- Bonus Tip – Age Matters: Why picking someone from your own generation may shorten the effectiveness of your plan — and how to plan for longevity.
Takeaways
- Estate planning isn’t just about assets — it’s about the people you trust to manage them.
- Choosing the wrong executor can lead to delays, unnecessary costs, or even legal disputes.
- There’s no “one size fits all” solution — but thoughtful planning can go a long way in preventing future headaches.
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If you’re planning your estate — or helping someone else through the process — don’t miss this episode.
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Hosts:
Jenna Carvalho
The smartest way to choose an executor.
Guardian Estate Company
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Gordon VanderLeek
Give your family a legacy of protection - Wills, Estates and Trusts.
VanderLeek Law
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