Welcome to Your Estate Matters with your host, Nicole Garton of Heritage Trust. Your Estate Matters is a podcast dedicated to everything estates, including building and preserving your legacy. If it's estate related, we'll be talking about it. We’re having the conversations today that will help Canadians protect their families, their assets and their legacies tomorrow.
Whether you are planning your own estate or are an executor for someone else’s, Heritage Trust can help. Partner with Heritage Trust to protect your family, your assets and your legacy. If you would like more information about Heritage Trust, please visit our website at www.heritagetrustcompany.ca (http://www.heritagetrustcompany.ca)
Episode 72 - Avoiding Family Drama Through Estate Planning with Steve Parr
In this week's episode of Your Estate Matters, Nicole and guest Steve Parr, founder of Parr Business Law in Vancouver, explore a fresh approach to estate planning. Rather than treating it as a tedious legal chore, they encourage Canadians to view it as a meaningful, values-driven process. Steve shares how starting with personal conversations about family, legacy, and intentions leads to better outcomes than jumping straight to documents. They also tackle common barriers like cost and intimidation, clarify that estate planning isn't just for the wealthy, and explain why professional guidance matters far more than online will kits.
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Follow Steve Parr:
https://www.parrbusinesslaw.com/ (https://www.parrbusinesslaw.com/)
LinkedIn - https://ca.linkedin.com/in/steveaparr (https://ca.linkedin.com/in/steveaparr)
Youtube - https://www.youtube.com/channel/UCxv_AFussiH1f4-TnN7SJRQ (https://www.youtube.com/channel/UCxv_AFussiH1f4-TnN7SJRQ)
Follow Heritage Trust:
Instagram - https://www.instagram.com/heritagetrustbc/ (https://www.instagram.com/heritagetrustbc/)
Website - https://heritagetrustcompany.ca/ (https://heritagetrustcompany.ca/)
Youtube - https://www.youtube.com/@heritagetrustco (https://www.youtube.com/@heritagetrustco)
Get the Essential Estate Planning Checklist for Canadians:
https://www.estateclub.ca/estate-planning-checklist (https://www.estateclub.ca/estate-planning-checklist)
10 Sept 2026
Episode 71 - The Cash Flow Clock: Making Time Your Top Retirement Asset with Gary Preisser
In this episode of Your Estate Matters, Nicole speaks with financial planner Gary Preisser from Stonebriar Wealth Advisors about protecting retirement income through smarter planning. Gary introduces his "Cash Flow Clock" framework, which organizes assets into time-based zones based on when funds will actually be needed. Rather than relying on traditional portfolio allocations, this approach prioritizes liquidity for short-term needs while allowing longer-term funds to grow. The conversation highlights how the timing of market losses can devastate retirement income, and why coordinating financial, tax, and estate planning is essential for building a truly resilient retirement.
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Follow Gary Preisser:
Website - https://garypreisser.com/ (https://garypreisser.com/)
Stonebriar Wealth Advisors - https://www.stonebriarwealthadvisors.com/team/gary-preisser (https://www.stonebriarwealthadvisors.com/team/gary-preisser)
LinkedIn - https://www.linkedin.com/in/garypreisser (https://www.linkedin.com/in/garypreisser)
Follow Heritage Trust:
Instagram - (https://www.instagram.com/heritagetrustbc/)https://www.instagram.com/heritagetrustbc/ (https://www.instagram.com/heritagetrustbc/)
Website - (https://heritagetrustcompany.ca/)https://heritagetrustcompany.ca/ (https://heritagetrustcompany.ca/)
Youtube - https://www.youtube.com/@heritagetrustco (https://www.youtube.com/@heritagetrustco)
Get the Essential Estate Planning Checklist for Canadians:
https://www.estateclub.ca/estate-planning-checklist (https://www.estateclub.ca/estate-planning-checklist)
27 Aug 2026
Episode 70 - Embracing the Human Side of Dying with Caroline Derkson
In this episode of Your Estate Matters, Nicole speaks with Caroline Derkson, founder of End with Care Vancouver, about the growing role of end-of-life doulas. Caroline explains how death doulas provide holistic, non-medical support to families navigating life-limiting diagnoses, medical assistance in dying, and the grieving process. She discusses practical services such as legacy projects, living funerals, and coordinating care, while addressing common misconceptions about the profession. Nicole and Caroline emphasize that truly comprehensive estate planning extends beyond legal documents to include thoughtful, human-centred preparation for the dying process itself.
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Follow Caroline Derkson:
Website - https://www.endwithcare.com/ (https://www.endwithcare.com/)
LinkedIn - https://ca.linkedin.com/in/caroline-derksen-05828a2a9 (https://ca.linkedin.com/in/caroline-derksen-05828a2a9)
End of Life Doula Association of Canada - https://eoldac.org/ (https://eoldac.org/)
National End-of-Life Doula Alliance (NEDA) - https://nedalliance.org/ (https://nedalliance.org/)
Follow Heritage Trust:
Instagram - https://www.instagram.com/heritagetrustbc/ (https://www.instagram.com/heritagetrustbc/)
Website - https://heritagetrustcompany.ca/ (https://heritagetrustcompany.ca/)
Youtube - https://www.youtube.com/@heritagetrustco (https://www.youtube.com/@heritagetrustco)
Get the Essential Estate Planning Checklist for Canadians:
https://www.estateclub.ca/estate-planning-checklist (https://www.estateclub.ca/estate-planning-checklist)
Who has been a guest on Your Estate Matters
Names identified in recent episode analyses. Showing up to five guests.
Jim Finlay
Edward Macaulay
Perminder Tung
Father Tim Prattas
Katrina Yaworsky
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
47,556
Score snapshot 15 Sept 2025
Podcast Authority Score: 55 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
63
Social presence
91
YouTube
72
Engagement
0
Contact Your Estate Matters
Guest appearances
Does not typically book guests
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