As part of the Make a Will Month series David has a conversation with Jill Chambers, the founder of  Financial Concierge.

It is Jill’s mission is to guide vulnerable families, busy professionals, and older adults as they navigate the complexities of Estate planning.

In this episode Jill shares her insights on the importance of communication, the risks of joint accounts, and the necessity of having a trusted contact person.

Whether you’re just beginning to think about your own estate planning or looking to understand the what it means to act as an executor, this episode is packed with practical advice and some cautionary tales

For David’s book, other resources and more visit www.davidedey.com

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David Edey Author, Speaker, Certified Executor Advisor

David Edey is a Certified Executor Advisor with over 35 years of experience in the financial planning industry, specializing in estate and legacy planning. He is the author of the bestselling book, "Executor Help: How to Settle an Estate, Pick an Executor, and Avoid Family Fights," and hosts the Executor Help Podcast, guiding individuals to secure their legacies and maintain family harmony.