Wills, Probate, & Your Legacy Plan ft Apeksha Jain (#039)

Philotimo Life

Have you ever wondered how to make estate planning easier or how often you should update your will? In this episode, Maria sits down with Apeksha Jain, a wills and estates lawyer at Sorbara Law, to answer some of these questions.

Apeksha offers practical advice on handling probate, finding trustworthy legal counsel, and making estate planning less overwhelming. She also shares her thoughts on the emotional and ethical sides of estate litigation and explains how the Legacy Expo helps open up vital conversations about death and planning for the unexpected.

Join us for this insightful episode that breaks down estate planning into clear, actionable steps!

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What you'll learn:

• The importance of keeping your will updated and when to revisit it
• Ways to navigate complex estate disputes and the probate process
• Why a human-centered approach is crucial in estate planning
• Practical tips for simplifying legal jargon and making informed decisions
• The ethical considerations in estate litigation and how to establish trust with legal counsel
• How estate planning empowers individuals and families to prepare for life’s transitions

Resource Links

• Sabera Law: saberalaw.com
• How to update a will in Canada – https://www.willful.co/learn/codicils-amendments-and-changing-a-will
• How to change a will (US) – https://www.legalzoom.com/articles/how-to-change-a-will
• Glossary of legal terms: US – https://www.uscourts.gov/glossary & CDN – https://www.justice.gc.ca/eng/rp-pr/cp-pm/eval/rep-rap/12/lap-paj/p7g.html
• What are the five components of estate planning? – https://www.davistoftlaw.com/what-are-5-components-estate-planning/
• Estate Planning Check Sheet (CDN) – https://www.canada.ca/content/dam/canada/financial-consumer-agency/migration/eng/resources/educationalprograms/ft-of/documents/financial-planning-4-9-eng.pdf
• Estate Planning Fact Sheet (U.S) – https://finred.usalearning.gov/assets/downloads/FINRED-EstatePlanning-FS.pdf
• Legacy Expo – https://thelegacyexpo.com/

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