In this episode of Family Office Insider, Jason Nagel from Three60 Wealth sits down with special guest Kelsey Humphries, a Wills and Estates Lawyer at Underwood Gilholme, to tackle some of the most common misconceptions about estate planning.

From the myth that “having a will is enough” to the idea that “probate should always be avoided,” Kelsey brings clarity and real-world insight from her legal practice. Together, Jason and Kelsey discuss:

• Why a complete estate plan involves more than just a will
• The challenges of naming multiple executors (and how to avoid family conflict)
• How probate works differently across provinces, and why it’s less of a concern in Alberta
• The hidden pitfalls of “simple wills” when families assume everything will go smoothly
• Whether DIY wills and online kits can really protect your family’s legacy

If you’re a business owner or family decision-maker looking for peace of mind, this conversation will help you understand the importance of thoughtful estate planning, and how working with the right professionals can protect your family’s future.