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Estate Planning Council of CANADA

A Day in the Life of a Professional Executor

  • March 09, 2023
  • 2:00 PM - 3:00 PM (EST)
  • Virtual


Registration is closed

What do you do when you don't have a spouse or children to name as Executor? Also, many Canadians are executors of small estates but still want help - where can they go? We will take a behind the scenes look at a busy office in Ontario and how they handle the many tasks that go into Estate Planning and Estate Administration.

Learn about what it means to be a Professional Executor and some of the tasks involved including Executor Support, and Estate Accounting, with examples of typical client interactions.


Stephanie Collins, TEP, MTI is the Director, Trust Services, overseeing strategy for Estate & Trust at CIBC Private Wealth. With 27 years of experience in the Estate and Trust business, Stephanie has held various roles at 3 different trust companies, involving hands-on estate and trust administration, client relationship management and leadership positions. She obtained a Bachelor of Arts from the University of Toronto, and holds the MTI and TEP designations.


Registration $25

No Charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

You can forward this event link to a colleague who is interested: https://www.epc-canada.org/event-5163053

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.

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