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Estate Planning Council of CANADA

Introduction to Estate Accounting / 3 Part Program

  • May 20, 2025
  • 1:00 PM
  • May 21, 2025
  • 1:00 PM
  • Live Online Event

Accounting for Trusts, Estates & POAs is a high demand area & specialization. This 3 part series will help you and your staff to streamline your services and grow your practice. Presented by: Debbie Stanley, Senior Estate Administrator at ETP Canada and Anna Mouland, CEO and Co-Founder at Bequest.com


Attend both days / revised dates:

May 20 - Beginner / Intermediate 10am Pacific / 1pm Eastern - 1.5 hours

May 21 - Intermediate / Advanced 10am Pacific / 1pm Eastern - 1.5 hours

3 hours CE - approved by FP Canada™

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*1/2 day - 3 hour training option on June 24th - Introduction to Estate Accounting - 1/2 day program

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Registration for EPCC Members $199 

Guest- Professional Advisor $299 

Contact us for group/ firm pricing options

This event is for Professional Advisors only.

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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