I am a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years.
I've advised hundreds of clients, written over 200 articles about personal finance, and shared my expertise on radio and television myriad times.
But I am not just an expert; I am someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with siblings over my parents’ estate.
And that was with a written will!
The grief, frustration, and stress of that experience were life-altering for me.
I was determined to write this book in order to help others successfully navigate the difficult tasks of estate planning and executorship—so that other families could stay together, rather than fall apart.