Скачать или смотреть Estate Organization & Executor Prep Insights from Melissa Best of Quick Estate

Episode Summary
In this special guest episode of Estates Made Simple, Gordon and Jenna welcome Melissa Best, a seasoned money manager turned tech entrepreneur, who shares her deep insight into why estate organization is often the missing link in a well-laid estate plan.

Melissa draws on 40+ years of experience managing high-net-worth portfolios and fiduciary accounts to reveal the most common executor challenges—and how her platform, Quick Estate, is helping fix them.

Whether you’re an executor, estate planner, or simply trying to get your affairs in order, this episode is packed with practical tips and aha moments on what to document, how to stay organized, and how to make life easier for your future executor.

Key Topics Covered
✔️ Why Estate Planning Often Falls Short

60% of North Americans don’t have an up-to-date will
Naming the wrong executor causes major issues
Most people don’t tell their executor they’ve even been chosen
✔️ What is Estate Organization—And Why Does It Matter?

Estate documents (will, POA, directive) are essential, but they aren’t enough
Estate organization means collecting and documenting everything an executor will need:
Personal details (e.g. full legal name, SIN, citizenship, parent names)
Contact info for beneficiaries, agents, and advisors
List of assets and debts, including digital and joint assets
Passwords, legal agreements, insurance policies, and more
✔️ Executor Realities: It’s Harder Than You Think

Acting as executor is often a full-time job for a year or more
Executors can be personally liable for mistakes—yes, even unintentional ones
Proper preparation can significantly reduce professional fees, delays, and legal risk
✔️ A Peek into Quick Estate’s Tools

Estate Organizer: Digital tool for individuals to input personal, financial, and legal info
Executor Toolkit: Post-death resource with templates, checklists, and guidance to support executors through the full administration process
✔️ Don’t Want Software? Melissa’s Advice Is Simple:

Use a notebook or Word doc to record key info—just keep it updated
No need to share dollar values—just tell your executor where everything is
A few hours of prep can save months of work for your executor
Final Thoughts
Melissa’s core message? Don’t leave your executor in the dark. Whether you use Quick Estate or a plain old notepad, estate organization is one of the best gifts you can leave your loved ones. 💼📋

🎧 Listen & Subscribe:
Catch this episode and more on your favourite podcast platform, or watch the full video on YouTube.
🔗 Learn more about Melissa’s platform at QuickEstate.ca

💬 Have questions or topic ideas? Reach out to the team—we’d love to hear from you!

Until next time, thanks for tuning in to Estates Made Simple!