Melissa Best's guest appearances

Melissa Best

Fintech Impact

Life Church - Brooklyn, NY

MOM+ Podcast

Financial Planning For Canadian Business Owners

Sheldon Brow

Chad Davis

Tom Deans

Cato Pastoll

Gil Petersil

Jennifer Couldrey

Mohamad Sawwaf

Guy Anderson

Jason Pereira

Preet Banerjee

Kevin Kliman

Steve Sanduski

Ethan Buchman

Dan Doney

John Wu

OwlTail

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Melissa Best, Founder of QuickEstate, a software that saves families time when organizing their estate. Melissa is here to discuss what it takes to be an effective executor, should the situation arise.Episode Highlights: 1:11 – Melissa Best introduces herself and her company.2:07 – What are the obligations of an executor?3:54 – Jason discusses the serious nature of being an executor.5:35 – Melissa expands on the liabilities, legal implications, and compensation for executors.7:20 – Jason and Melissa talk about the importance of dividing up duties rather than dollars.10:20 – Melissa explains how her company has been working with financial advisors all over the country.13:46 – How can executors effectively execute the estate?15:55 – Melissa and Jason discuss the aspects surrounding certain assets that make them so difficult to deal with.19:15 – How do the problems with family friction and litigation arise?21:00 – Melissa explains why, sometimes, lawyers and advisors drag things out.22:50 – Jason discusses where the drafting of the wills goes wrong.3 Key PointsFirst and foremost, an executor is responsible to conclude all of the deceased’s affairs, including financial assets, real estate, benefit programs, personal use assets, and service provider accounts.Many executors start at a position of disadvantage on account of not being educated of the responsibilities of being an executor nor even being informed that they are an executor.The family cottage tends to be one of the most difficult assets to deal with because of the taxes surrounding it and who gets to own it. Tweetable Quotes:“It’s a huge responsibility. It takes a lot of time and it takes an awful lot of organizational skills, and recognition that this is a serious fiduciary responsibility.” – Melissa Best“One of the biggest problems for executors is they don’t even know they’ve been named...That is not an uncommon situation to start out on as an executor.” – Melissa Best“The will only tells the executor who gets what. It doesn’t give you an ounce of capability in terms of dealing with all the various assets.” – Melissa Best“Basically, at the end of the day, it comes down to get organized, get help, and communicate, really.” – Jason Pereira Resources Mentioned:Facebook – Jason Pereira’s FacebookLinkedIn – Jason Pereira’s LinkedInWoodgate.com – SponsorFintechImpact.co – Website for Fintech Impactjasonpereira.ca – Jason Pereira’s WebsiteQuickestate.ca – Website for QuickEstateTranscript Hosted on Acast. See acast.com/privacy for more information.

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Melissa Best, Founder of QuickEstate, a software that saves families time when organizing their estate. Melissa is here to discuss what it takes to be an effective executor, should the situation arise.Episode Highlights: <ul><li>1:11 – Melissa Best introduces herself and her company.</li><li>2:07 – What are the obligations of an executor?</li><li>3:54 – Jason discusses the serious nature of being an executor.</li><li>5:35 – Melissa expands on the liabilities, legal implications, and compensation for executors.</li><li>7:20 – Jason and Melissa talk about the importance of dividing up duties rather than dollars.</li><li>10:20 – Melissa explains how her company has been working with financial advisors all over the country.</li><li>13:46 – How can executors effectively execute the estate?</li><li>15:55 – Melissa and Jason discuss the aspects surrounding certain assets that make them so difficult to deal with.</li><li>19:15 – How do the problems with family friction and litigation arise?</li><li>21:00 – Melissa explains why, sometimes, lawyers and advisors drag things out.</li><li>22:50 – Jason discusses where the drafting of the wills goes wrong.</li></ul> 3 Key Points<ol><li>First and foremost, an executor is responsible to conclude all of the deceased’s affairs, including financial assets, real estate, benefit programs, personal use assets, and service provider accounts.</li><li>Many executors start at a position of disadvantage on account of not being educated of the responsibilities of being an executor nor even being informed that they are an executor.</li><li>The family cottage tends to be one of the most difficult assets to deal with because of the taxes surrounding it and who gets to own it.</li></ol> Tweetable Quotes:<ul><li>“It’s a huge responsibility. It takes a lot of time and it takes an awful lot of organizational skills, and recognition that this is a serious fiduciary responsibility.” – Melissa Best</li><li>“One of the biggest problems for executors is they don’t even know they’ve been named...That is not an uncommon situation to start out on as an executor.” – Melissa Best</li><li>“The will only tells the executor who gets what. It doesn’t give you an ounce of capability in terms of dealing with all the various assets.” – Melissa Best</li><li>“Basically, at the end of the day, it comes down to get organized, get help, and communicate, really.” – Jason Pereira</li></ul> Resources Mentioned:<ul><li><a href="https://www.facebook.com/jason.pereira" rel="noopener noreferrer nofollow" target="_blank">Facebook</a> – Jason Pereira’s Facebook</li><li><a href="https://www.linkedin.com/in/pereirajm?trk=org-employees_mini-profile_title" rel="noopener noreferrer nofollow" target="_blank">LinkedIn</a> – Jason Pereira’s LinkedIn</li><li><a href="https://www.woodgate.com/" rel="noopener noreferrer nofollow" target="_blank">Woodgate.com</a> – Sponsor</li><li><a href="https://www.fintechimpact.co/" rel="noopener noreferrer nofollow" target="_blank">FintechImpact.co</a> – Website for Fintech Impact</li><li><a href="https://jasonpereira.ca/" rel="noopener noreferrer nofollow" target="_blank">jasonpereira.ca</a> – Jason Pereira’s Website</li><li><a href="https://quickestate.ca/" rel="noopener noreferrer nofollow" target="_blank">Quickestate.ca</a> – Website for QuickEstate</li></ul> <a href="https://jasonpereira.ca/all-content-jason-pereira-toronto/being-an-effective-executor-with-melissa-best-e053" rel="noopener noreferrer nofollow" target="_blank">Transcript</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Being An Effective Executor with Melissa Best | E053

Let's show Melissa some love! Here's how you can find her: Instagram - https://www.instagram.com/iammelissadawn/Business Website - www.DaybreakManagementGroup.comMusic Website - www.MelissaDawnMusic.com -------Today we heard about what it means to mourn your former life and I want to talk more about that with you all! Meet me on Monday, May 18th at 830pm on my Instagram page (@LessysWorld) for #MomTalkMonday! Please take some time to subscribe, comment, rate, and most importantly share this podcast with another momma!I love you guys and remember, you're a MOM+ so much more &lt;3Connect With Me: Instagram: https://www.instagram.com/lessysworld/Email: CelesteCharles720@gmail.com Website: https://mailchi.mp/26f7ec7dd765/mompluspodcast

Let's show Melissa some love! Here's how you can find her: Instagram - <a href="https://www.instagram.com/iammelissadawn/" rel="nofollow" target="_blank">https://www.instagram.com/iammelissadawn/</a> Business Website - <a href="http://www.DaybreakManagementGroup.com" rel="nofollow" target="_blank">www.DaybreakManagementGroup.com</a> Music Website - <a href="http://www.MelissaDawnMusic.com" rel="nofollow" target="_blank">www.MelissaDawnMusic.com</a> ------- Today we heard about what it means to mourn your former life and I want to talk more about that with you all! Meet me on Monday, May 18th at 830pm on my Instagram page (@LessysWorld) for #MomTalkMonday! Please take some time to subscribe, comment, rate, and most importantly share this podcast with another momma! I love you guys and remember, you're a MOM+ so much more &lt;3 Connect With Me: Instagram: <a href="https://www.instagram.com/lessysworld/" rel="nofollow" target="_blank">https://www.instagram.com/lessysworld/</a> Email: CelesteCharles720@gmail.com Website: <a href="https://mailchi.mp/26f7ec7dd765/mompluspodcast" rel="nofollow" target="_blank">https://mailchi.mp/26f7ec7dd765/mompluspodcast</a>

Episode 04 - My Plan vs. God's Plan & Mourning Your Former Life | Melissa Best

Summary:During the 42nd episode of the Fintech Impact Podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes Melissa Best, CEO and Founder of Quickestate. After 32 years as a money manager, Melissa leveraged her knowledge to create a tool to make estate settling easier for families. Quickestate is the company that resulted. It is a company that provides the software which allows for an easy estate settling process. The tool supports advisors in giving the best support to their clients and allows the information to be presented in an organized, actionable way. Melissa and Jason discuss the intricacies of settling an estate and how Quick Estate eases the settlement process.Show Notes:● 1:00—Quick Estate is a tool that allows people to organize their estate before disaster struck● 1:50—Melissa was a money manager as well as a portfolio manager for estates. The estate process was so painful for families.● 3:00—With do it yourself technology, Melissa empowered clients to easily take care of the estate.● 3:55—As the population ages, managers start getting more questions from clients. Many customers find themselves in the role of executive with no idea where to start.● 4:50—Quickestate is targeting advisors and other professionals.● 5:20—The response rate from advisors about the software has been great.● 6:00—Advisors are now able to give customers a better, holistic service thanks to Quickestate.● 7:00—If you have never been an executor of an estate, it can be a difficult role to navigate.● 9:00—Quick Estate helps organize, provide directions, and prevent conflict when settling an estate.● 13:40—It is important for the executor to know personal information, location of original legal documents, and assets and debts inventory.● 17:10—Quick Estate allows the executor to show up prepared and organized which reduces fees with the accountant substantially.● 19:50—All the advisors pay a basic licensing fee for the software or more if you are using a do-it yourself or concierge model.● 23:40—The spinoff benefits to the clients are excellent.● 24:52—Consolidating assets is also possible once you have the tool to see everything holistically. The tool can provide visibility to a lot of new opportunities● 26:00—One of the biggest challenges is trying to find the right developer to produce the right software.● 28:30—Melissa hopes more advisors see the difference this tool will provide their clients.● 28:50—Melissa has a passion for creating ease for families needing to settle an estate.3 Key Points:1. Settling an estate can be an intricate process that encompasses many steps. The process can last as long as two years.2. Quickestate is a company that provides software to promote an easy and successful estate settling process.3. Currently, the software is sold to advisors allowing them to support their clients more thoroughly through the process.Tweetable Quotes:- ̈Most estates take a minimum 2 years to settle .” –Melissa- “Managing the money is the executors most important job. ̈–Melissa- “The two problems for executors are not knowing where to start and procrastination.” – Melissa.Resources Mentioned:● The Fintech Impact● Itunes to access the podcast● Refer to Jason Pereira ́s Linkedin for Information about the Fintech events● Quickestate● Melissa Best● Woodgate Financial Hosted on Acast. See acast.com/privacy for more information.

Summary:During the 42nd episode of the Fintech Impact Podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes Melissa Best, CEO and Founder of Quickestate. After 32 years as a money manager, Melissa leveraged her knowledge to create a tool to make estate settling easier for families. Quickestate is the company that resulted. It is a company that provides the software which allows for an easy estate settling process. The tool supports advisors in giving the best support to their clients and allows the information to be presented in an organized, actionable way. Melissa and Jason discuss the intricacies of settling an estate and how Quick Estate eases the settlement process.Show Notes:● 1:00—Quick Estate is a tool that allows people to organize their estate before disaster struck● 1:50—Melissa was a money manager as well as a portfolio manager for estates. The estate process was so painful for families.● 3:00—With do it yourself technology, Melissa empowered clients to easily take care of the estate.● 3:55—As the population ages, managers start getting more questions from clients. Many customers find themselves in the role of executive with no idea where to start.● 4:50—Quickestate is targeting advisors and other professionals.● 5:20—The response rate from advisors about the software has been great.● 6:00—Advisors are now able to give customers a better, holistic service thanks to Quickestate.● 7:00—If you have never been an executor of an estate, it can be a difficult role to navigate.● 9:00—Quick Estate helps organize, provide directions, and prevent conflict when settling an estate.● 13:40—It is important for the executor to know personal information, location of original legal documents, and assets and debts inventory.● 17:10—Quick Estate allows the executor to show up prepared and organized which reduces fees with the accountant substantially.● 19:50—All the advisors pay a basic licensing fee for the software or more if you are using a do-it yourself or concierge model.● 23:40—The spinoff benefits to the clients are excellent.● 24:52—Consolidating assets is also possible once you have the tool to see everything holistically. The tool can provide visibility to a lot of new opportunities● 26:00—One of the biggest challenges is trying to find the right developer to produce the right software.● 28:30—Melissa hopes more advisors see the difference this tool will provide their clients.● 28:50—Melissa has a passion for creating ease for families needing to settle an estate.3 Key Points:1. Settling an estate can be an intricate process that encompasses many steps. The process can last as long as two years.2. Quickestate is a company that provides software to promote an easy and successful estate settling process.3. Currently, the software is sold to advisors allowing them to support their clients more thoroughly through the process.Tweetable Quotes:- ̈Most estates take a minimum 2 years to settle .” –Melissa- “Managing the money is the executors most important job. ̈–Melissa- “The two problems for executors are not knowing where to start and procrastination.” – Melissa.Resources Mentioned:● The Fintech Impact● Itunes to access the podcast● Refer to Jason Pereira ́s Linkedin for Information about the Fintech events● Quickestate● Melissa Best● Woodgate Financial Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Quick Estate with Melissa Best (CEO) | E42