What’s inside the
How to Be an Executor course?
You’ll receive a live 2 hour online training with me, David Edey, with plenty of guidance on what to do and exactly how to do it.
I am a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years.
I'm not just an expert; I am someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with my siblings over my parents’ estate.
And that was with a written will!
The grief, frustration, and stress of that experience were life-altering for me.
I am now determined to help others successfully navigate the difficult tasks of estate planning and executorship—so that families can stay together, rather than fall apart.
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The live training in this course covers three key areas:
What you need to know to
be an executor:
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How to start preserving the estate immediately after the death
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How to handle complicated estates where there is no will, or where there are disagreements among beneficiaries or other family members
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How to make sure outstanding debts are settled and taxes are paid before distributing the remaining estate
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How to be prepared for unexpected claims against the estate and head off potential problems with creditors and beneficiaries
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How to make inheritance distributions without accidentally creating any financial loss to the estate, so you don’t end up out of pocket personally.