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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


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.

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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.

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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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