Episode 23: The Complexities of Being an Executor.

Being an executor isn’t easy.

It’s not just paperwork—it’s responsibility, emotional stress, and legal complexity. Whether you’ve been named as one or are planning your own estate, understanding what’s involved is key.

Let’s help simplify the process and take the pressure off.

Darren Devine, CFP®, CLU®

Financial Planner, Sun Life
President of Devine and Associates Financial Services Inc.

Hello, and welcome to Money Monday, where we help simplify your financial journey. I'm Darren Devine, Financial Planner with Sun Life and President of Devine & Associates.

Today, let’s talk about something many people don’t think about—the role of an executor in an estate. It sounds simple on the surface, but being an executor can be one of the most demanding and emotionally complex responsibilities someone can take on.

You’re not just reading a will—you’re managing the distribution of assets, dealing with lawyers, settling taxes and debts, handling real estate, and sometimes even navigating family tension. And if the estate wasn’t planned properly, those challenges become even more difficult.

In fact, many executors find themselves overwhelmed because they’re trying to manage everything while grieving the loss of a loved one. That’s why proactive estate planning is so important—it’s not just about what happens to your money, it’s about making things easier for the people you care about.

If you’ve been named as an executor, or you’re planning your estate, don’t go it alone. Working with a financial planner can help you avoid costly mistakes, reduce stress, and ensure everything is handled the right way.

If you’d like guidance or just want to better understand what’s involved in being an executor, we’re here to help you every step of the way.

Thanks for tuning in. Don’t forget to like and comment for more episodes filled with tips to help make your financial journey a breeze. Until next time, I'm Darren Devine, and you can always talk to us today at DevineAndAssociates.ca!