Settling the Estate: What Every Executor Should Know with Shelley Essery

Women's Wealth Canada

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In this episode of the Women’s Wealth Canada Podcast, host Glory Gray speaks with Shelley Essery, Certified Executor Advisor, author, and co-founder of The Empowered Estate. Shelley shares expert insights from her book, The Executor’s Survival Guide, offering compassionate, step-by-step guidance for those who are—or may become—executors of an estate.

Hosted by Glory Gray, BSc Finance, MFA
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Chapters

1. Settling the Estate: What Every Executor Should Know with Shelley Essery (00:00:00)

2. Why Shelley Wrote The Executor’s Survival Guide (00:01:57)

3. Preparing in Advance: A Gift for Loved Ones (00:03:15)

4. The Role of the Executor (00:06:23)

5. Probate & Taxes: What You Need to Know (00:08:25)

6. Executor Liability: Are You on the Hook? (00:11:05)

7. Estate Administration Pitfalls: Phones, Passwords, and Documents (00:12:29)

8. Valuing & Distributing Assets in an Estate (00:13:05)

9. Turning Grief into Legacy: A Personal Story from Shelley Essery (00:15:52)

10. Where to Get Help: Estate Guidance for Executors & Will Makers (00:18:05)