This seminar focuses on the internal client offboarding process following a client’s death. In today's fast-paced society, it is crucial for professionals to have a compassionate and streamlined offboarding system for bereaved families. By planning ahead and being prepared, you can help ease the burden on grieving families and ensure a smooth transition of your clients' financial affairs. 

TOPICS:

• Understanding client aging demographics
• Communication protocols
• Employee training and support
• Data Handling and Security 
• Collaboration with legal and financial professionals

LEARNING OBJECTIVES:

• Identify key demographic factors that may impact client transitions to better anticipate and plan for offboarding processes
• Understand the legal considerations and privacy concerns surrounding client information after a client's passing, and ensure compliance with Canadian regulations
• Develop clear communication protocols with clients' designated contacts or executors, and establish a protocol for respectful and empathetic communication during client transitions 

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 playback of the live event 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 playback
• Print version of the presentation slides
• PD Certificate for 2 hours 

PRESENTER:

This webinar is being presented by: Debbie Stanley, TEP, MTI, CEO & Senior Estate Administrator, Certified Executor Advisor

Debbie Stanley is a seasoned professional with a passion for estate administration. As a Trust and Estate Practitioner, an Estate and Trust Professional and a Certified Executor Advisor she brings a wealth of experience in navigating the intricacies of estates and to the role of the executor.

Debbie felt the calling to clarify the estate administration process for Canadians, from comprehending the mountains of official paperwork to even the simple things like closing a loved one's social media presence. In 2017, Debbie founded ETP Canada; and in 2022, Debbie launched an online video course across Canada called Executor Ready.

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 “star” for Dancing with the Stars for Easter Seals and was honored as a Women of Influence by the Guelph Chamber of Commerce. Debbie is also a column writer for MoneySense, a segment guest on the Avoid Probate Show on Zoomer Radio and featured in such publications as the Globe & Mail and the Toronto Star.