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Estate Planning Council of CANADA

Working with Trusted Contacts to Monitor and Activate an Enduring Power of Attorney for Property

  • June 23, 2025
  • 2:00 PM - 3:00 PM
  • Live Online Event

Registration

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This workshop is intended to review the use of the trusted contact in a way that can improve the expectations of all the parties involved.

• Here, we will explore such related issues as: 

• What is a trusted contact and what is the purpose of having one? 

• What are limitations and pitfalls of a trusted contact?

• How can an advisor work with a trusted contact to help identify incapacity with improved expectations? 

Presenter: Barb Mackay
Barb MacKay lives in the West Kootenay Region of British Columbia with her family and has enjoyed the journey of co-founding Plan My Estate and now working as an Estate Coordinator.  She holds licensing in BC, AB, SASK and ONT and finds a deep sense of fulfillment in guiding families find solutions to their estate concerns. Barb is an active member of her community and spends time supporting her kids in multiple sports endeavors while also continually engaging in life long learning.

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Registration $25 - Recording Available 

No charge for Estate Planning Council of Canada Members

Guests are welcome - 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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