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Live Webinars

Introduction to Executor Training (Currently Unavailable)

2 CPE Credits $92.00/credit hour Wednesday, May 15, 2024 · 10:00am PT / 1:00pm ET
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**Please note that this course is not intended for U.S. customers, is not NASBA compliant, and is not eligible for CPE credit**

Many people end up letting their name stand to be an executor for someone without having any idea about what they are getting themselves into. This workshop walks the participant through the estate administration process from A to Z. All participants will also receive the most comprehensive executor duties checklist that they have ever seen that is customized for Ontario. Join Debbie Stanley, Senior Estate Administrator, ETP Canada for an informative and enlightening event!

**NOTE**

This session is presented with the focus for Ontario residents only who are learning about being an Executor.
This course is excluded from the following subscription programs: Value Pass, Self-Study Package, Webinar Package, Self-Study & Webinar Package, and Firm Package.
This course is excluded from all subscription packages.

Who Should Attend
This webinar will be of most interest to tax practitioners, lawyers and accountants (practicing independently or in small to medium sized firms) who need to consult and advise their clients asking for help in the process of being an Executor.

Topics Covered

  • 1. Executor compensation
  • 2. The risks of being an executor and ways to lessen those risks
  • 3. The alternatives to acting as an executor
  • 4. Ways to mitigate the burden placed on an executor
  • 5. Ways to attempt to preserve family harmony among beneficiaries

Learning Objectives

  • Understand the common duties involved in being an executor in any jurisdiction
  • Understand the specific duties involved in being an executor of an Ontario estate
  • Help a person understand if the person they are considering to be their executor is an appropriate choice.

Level
Basic

Instructional Method
Group: Internet-based

Program Prerequisites
None

Advance Preparation
None

Instructor

Debbie Stanley

Debbie Stanley is the founder of ETP Canada, a boutique firm that assists Executors with the administration of an estate, ETP Canada also acts as a Professional Executor for clients.

Debbie’s vision for making the estate process easier for families has been recognized several times. She was awarded the 2017 Rhyze Award by Innovation Guelph recognizing local female entrepreneurs who exemplified ingenuity, passion, and perseverance. In 2019, ETP Canada was awarded the Emerging Business of the year by the Guelph Chamber of Commerce.

Debbie’s passion for helping others shows both in her business and personal life. She is the founding chair of the Guelph Estate Planning Council, the founding member of the Guelph Women’s Leadership Group, a board member of Chalmers Community Services, and a committee member for Black Tie Bingo with the Guelph General Hospital.
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