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Estate Planning Council of CANADA

Introduction to Estate, POA & Trust Accounting - 1/2 day

  • June 24, 2025
  • 12:00 PM - 3:00 PM
  • Live Online Training

Registration

Register
Accounting for Trusts, Estates & POAs is a high demand area & specialization. This 3 part session will help you and your staff streamline services and grow your practice. Presented live online by: Debbie Stanley, Senior Estate Administrator at ETP Canada and Anna Mouland, CEO and Co-Founder at Bequest.com - learn more than the basics - and online techniques too.

June 24 - 9am Pacific / 12pm Eastern to 12 Pacific / 3pm Eastern

3 hours CE - approved by FP Canada™

3 Hours CE Approved by IAFP®

Attendees will receive a Certificate of Attendance.

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Registration for EPCC Members $199 - 1/2 day session

Guest- Professional Advisor $299 - 1/2 day session

Contact us for group/firm pricing options

This event is for Professional Advisors, Law Clerks and Paralegals 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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