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.

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.

MINIMUM REQUIREMENTS:

You will require an Internet connection and a phone/voice connection at the same time. Most attendees use their computer for the audio. Participants are able to submit questions and comments during the session via a Q&A text panel. Terms, conditions, pricing and services subject to change.

TARGET AUDIENCE:

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.

PROFESSIONAL DEVELOPMENT CREDITS (CPE HOURS):

Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.

Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or a Recorded Webinar or obtain a refund. For all Live Webinars that are recorded, participants will have access to the recording for 12 months following the Live Webinar. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.

CANCELLATION POLICY:

Due to the costs involved with planning Web sessions, cancellations must be confirmed in writing at least one (1) business day before the beginning of the Web session. If we receive your cancellation notice within the above-mentioned period, you will receive a full refund. No refund will be issued for notices received after the cancellation period.

THIS WEBINAR INCLUDES:

• 12 months to review the webinar recording
• Print version of the presentation slides
• PD Certificate for 2 hours

PRESENTER:

This webinar is being presented by: 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, a board member of Guelph Independent Living, and a committee member for Black Tie Bingo with the Guelph General Hospital.