Wills, Wisdom, and What Matters: Planning for the Golden Years with Julie Peter

Host Amanda DiVito Parle sits down with Julie Peter, a private fiduciary and founder of Angel Care Corp, to discuss the vital role of professional fiduciaries in supporting the elderly. Julie shares her journey from paralegal to “professional daughter,” offering compassionate care and business management for seniors who may not have family support.

Key Topics Covered:

• What a private fiduciary does: managing personal, medical, and financial affairs for the elderly.
• The importance of having a will, power of attorney, and clear end-of-life plans.
• Common pitfalls families face when a loved one passes away, including missing documents and lack of preparation.
• The emotional and practical challenges of caring for elderly clients, especially those with Alzheimer’s or dementia.
• The changing cultural landscape around aging, family estrangement, and the growing need for professional support.
• The differences between independent living, assisted living, and skilled nursing facilities.
• The role and benefits of hospice care.
• How Julie’s business operates, including billing, client selection, and handling estates with no heirs.
• Advice for families: have open conversations, gather important documents, and consider involving a professional if needed.

Notable Quotes:

• “Everybody needs to get a will.”
• “I call myself a professional daughter.”
• “Spend time with your folks so you really know what’s going on.”

Actionable Takeaways:

• Schedule a family meeting to discuss wills, power of attorney, and end-of-life wishes.
• Gather and organize important documents (wills, insurance, military records, passwords).
• Don’t wait until a crisis—plan ahead for the care and wishes of aging loved ones.

LINKS FROM THE SHOW:

Meet Julie Peter

Meet Amanda DiVito Parle

Meet DiVito Dream Makers

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Meet Amanda Broker Associate – Team Lead

When starting her career as a REALTOR® in May of 2003 at a young age, Amanda had already been in real estate half of her life working in the family business. She began by spending countless hours filing, making phone calls, and helping with paperwork alongside the man who would later become her mentor and business partner, her father, an industry leader himself of more than 30 years. After her initial introduction to the working world, Amanda went on to graduate from Colorado State University. With her diploma in hand and an internship spent almost entirely in a cubical, she decided to get her real estate license. Today, she is running the family business, DiVito Dream Makers, which is now consistently among one of the top producing RE/MAX Alliance teams in the Denver Metro Area and loving it! (Full Bio)