Introduction to Executor Training 2026 — Live Webinar Oct. 21, 2026

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.

Overview

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. However, many principles apply to all regions.

TOPICS:

Executor compensation
The risks of being an executor and ways to lessen those risks
The alternatives to acting as an executor
Ways to mitigate the burden placed on an executor
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.

THIS WEBINAR INCLUDES:

Print version of the presentation slides
Professional Development certificate for 2 hours
Viewable recording for 30 days

PRESENTERS: Debbie Stanley
Debbie Stanley is a seasoned expert in estate administration, holding designations as a Trust and Estate Practitioner, Estate and Trust Professional, and Certified Executor Advisor. She is the founder of ETP Canada and the creator of the online course Executor Ready. Most recently Debbie has joined forces with the tech startup Bequest.com as their Fractional General Manager for Canada.
Debbie's passion for helping others shows in her business and personal life. She is a Rotary Member in the Guelph Trillium Chapter; she was a local “celebrity star” for Dancing with the Stars for Easter Seals and was honored as a Women of Influence by the Guelph Chamber of Commerce. Debbie was a regular writer for MoneySense in 2024, a segment guest on the Avoid Probate podcast, and featured in such publications as the Globe & Mail, Everything Zoomer, and the Toronto Star.

PROFESSIONAL DEVELOPMENT (PD) CREDITS:

Wolters Kluwer's professional development programs are designed to meet the continuing education requirements of various professional associations. You will receive the same number of credits as the length of the webinar. Please consult your provincial association to ensure this webinar meets the continuing professional development standards applicable to your specific situation.

CANCELLATION POLICY:

Cancellations must be confirmed in writing at least one (1) business day before the start of the broadcast to receive a full refund. No refunds will be issued for notices received after the cancellation period. If the webinar is cancelled, participants will be notified and may transfer their registration or obtain a refund.