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Family or Professional Executor? Making the Right Choice for Your Estate
In this episode of The Canadian Retirement Roadmap Podcast, Patrick Briscoe is joined by Devon Miller, Director of Partnerships at Clear Estate, to explore the difference between estate planning and estate settlement—and why getting both right is essential for protecting your family and legacy.
They explore:
✅ The complexity of the executor's role
✅ Why more Canadians are considering professional executor services
✅ What Clear Estate offers in both estate planning and estate administration
✅ How technology and expert support reduce stress, save time, and cut costs
✅ Patrick’s personal decision to name a professional executor in his own will
✅ How IPC clients can access these services and available resources
🔗 Download free resources:
→ Estate Planning Checklist
→ Choosing the Right Executor Guide Available at: https://www.bayswaterwealth.ca/podcast
👉 If you’re navigating an estate or want to get your affairs in order with confidence, this episode is for you.
🔔 Don’t forget to subscribe for more retirement planning tips and expert conversations.
00:00 Welcome to the Canadian Retirement Roadmap Podcast
00:35 Introduction to Clear Estate with Devin Miller
03:11 Understanding Estate Planning vs. Estate Settlement
04:18 Clear Estate's Tools and Services for Estate Planning
06:00 Navigating the Estate Settlement Process
13:13 Choosing the Right Executor
20:15 Clear Estate's Technological Innovations
22:54 Partnership with Investment Planning Council
27:17 Ensuring Confidentiality and Professional Standards
30:52 Final Thoughts and Key Takeaways
View all episodes
By Patrick BriscoeIn this episode of The Canadian Retirement Roadmap Podcast, Patrick Briscoe is joined by Devon Miller, Director of Partnerships at Clear Estate, to explore the difference between estate planning and estate settlement—and why getting both right is essential for protecting your family and legacy.
They explore:
✅ The complexity of the executor's role
✅ Why more Canadians are considering professional executor services
✅ What Clear Estate offers in both estate planning and estate administration
✅ How technology and expert support reduce stress, save time, and cut costs
✅ Patrick’s personal decision to name a professional executor in his own will
✅ How IPC clients can access these services and available resources
🔗 Download free resources:
→ Estate Planning Checklist
→ Choosing the Right Executor Guide Available at: https://www.bayswaterwealth.ca/podcast
👉 If you’re navigating an estate or want to get your affairs in order with confidence, this episode is for you.
🔔 Don’t forget to subscribe for more retirement planning tips and expert conversations.
00:00 Welcome to the Canadian Retirement Roadmap Podcast
00:35 Introduction to Clear Estate with Devin Miller
03:11 Understanding Estate Planning vs. Estate Settlement
04:18 Clear Estate's Tools and Services for Estate Planning
06:00 Navigating the Estate Settlement Process
13:13 Choosing the Right Executor
20:15 Clear Estate's Technological Innovations
22:54 Partnership with Investment Planning Council
27:17 Ensuring Confidentiality and Professional Standards
30:52 Final Thoughts and Key Takeaways