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6. Estate Administration with Kelly Gatehouse
Manage episode 422952220 series 3570099
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Where do you even start with administering the estate you're now responsible for?
We've covered the big terms in recent episodes - what's involved in being an executor, probate and how testamentary trusts work.
But how do you simply do the stuff that need's doing?
Well, in this week's episode, our independent financial adviser Jordan Vaka speaks with Kelly Gatehouse of Nurture Law to unpack the process of administering your loved one's estate.
Where to start, what you'll need, and who you can speak with to help it all work.
Kelly provides an incredible amount of information and you can hear the moment when Jordan learns something that he'd forgotten was so important!
As always, if you have any questions, just get in touch.
If you'd like to speak with Kelly, you can reach her via kelly@nurturelaw.com.au.
And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au.
Visit here to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.
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