HeyJaredAgapi Marketing/NEXsteps Changing Perceptions... Transforming Lives
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- Indexed episodes, last 90 days
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- Sep 3, 2026
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- Jul 9, 2026
Latest episodes
Did You Just Create A Trust - And Not Know It? (opens the original)
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A friend at church told Evelyn to put her daughter's name on the house title. When she was gone, the house would pass straight to her daughter. No court, no probate, no fuss. It took an afternoon and cost a few hundred dollars, and nobody asked whether her daughter was receiving half a house that day or simply having her name added to a piece of paper. That kind of arrangement has a legal name most people have never heard, and it can exist whether or not anyone meant to create it. The CRA report
The Reason You Haven't Signed Your Will Just Expired (opens the original)
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Signing a will has always meant everybody in the same room at the same time. You, your spouse, two witnesses, and a good chunk of a weekday at a lawyer's office. For a lot of Canadians,that scheduling problem is the actual reason the will never got done. In four provinces, that requirement is now gone for good. Alberta, Ontario, Saskatchewan and British Columbia allow wills to be signed and witnessed over video on a permanent basis, with no emergency and no medical reason required. Most people a
Same Estate, Same Will, $33,000 Difference (opens the original)
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Terrence and Yolanda moved from Calgary to a bungalow outside Halifax with their wills in a folder in the moving truck. Same estate, same wills, same executor. In Alberta the probate fee would have been $525. In Nova Scotia it's closer to $16,000. Nothing about the family had changed. The documents were current. What changed was the address. Probate isn't federal. Thirteen provinces and territories, thirteen sets of rules. Some cap the fee at a few hundred dollars no matter how large the estate
The Estate Planning Risk Nobody Measures (opens the original)
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Before anyone builds you an investment portfolio, they find out what you're willing to put up with, what you could actually survive, and whether both of those match what you say you want. Nobody skips it. Then the conversation gets to your estate and it comes down to two questions about a will and a power of attorney. This episode takes that framework and points it at estates instead. The problem shows up right away. A risk tolerance assessment only works because the person answering the questio
The Biggest Lie About Being An Executor (opens the original)
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Most people who agree to be an executor picture a few months of paperwork. What they actually get is closer to a part-time job that can run a year or two, with long stretches where the only thing to do is wait. In this episode, I walk through what a realistic executor timeline looks like in Canada: getting through probate, filing the final tax return, and the CRA clearance certificate that has to arrive before an estate can legally close. I'll cover the milestones you should expect, the waiting
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