Welcome to Secure My Treasures podcasts. Our mission is to help seniors to remain independent and in control of their lives. The people we interview for our podcasts are exception professionals and individuals who think outside the square. They are also passionate about supporting seniors within their area of expertise.
If you are a thought leader, innovator or expert on a topic that is important for seniors to know about, please volunteer to be interviewed for our podcast series. Please email us at info@securemytreasures.com and tell us a little bit about yoursefl and what you would like to talk about. The people we chose to interview are best fit with our mission. You will receive a copy of the interview for your own use.
Invited to be an executor of a will? Need to understand more about your role and what’s required?
I talked with Danielle Phillips, founder of Sage Executor Solutions about the role and responsibilities of an executor. Danielle is an expert in her field. Frankly, I was genuinely surprised about the time commitment, especially the persistence required of an executor. Administering an estate can be complex especially when dealing with bureaucracy. Being an executor can be a challenging emotional journey when people are grieving. Look out for Danielles’s advice about how people can take the pain out of administering a complaint.
Anyway, listen for yourself….. https://youtu.be/dSznfXIOsfk?si=YsIYtz6t_JZ0OPkR